Funds and Investment Trusts

All change at Alliance Trust

All change at Alliance Trust

2 mins. to read

Significant changes have been announced at Alliance Trust (ATST) following the intervention of an activist investor. The fund has been through a difficult time, but ineffective corporate governance meant that it needed someone from outside the company to really shake things up. Alliance Trust is the second largest investment trust operating in the global sector,…

Too much of a good thing can be bad for you…

Too much of a good thing can be bad for you…

2 mins. to read

…The funds with the largest exposure to an individual company I have written before about the superior performance of concentrated funds, but it is possible to take it too far. If a manager invests an overly large proportion of his portfolio in one particular company it could leave investors exposed to a significant level of…

A potential buying opportunity: Worldwide Healthcare Trust

A potential buying opportunity: Worldwide Healthcare Trust

1 mins. to read

Market sell-offs tend to provoke some rather indiscriminate selling, which can provide buying opportunities for more discerning longer term investors. One potential example is the Worldwide Healthcare Trust, a London listed investment trust that trades under the ticker WWH. The one billion pound fund aims to achieve a high level of capital growth by investing…

Three funds that have withstood the market sell-off

Three funds that have withstood the market sell-off

3 mins. to read

On June 17th I wrote about three cautiously managed investment trusts that had delivered steady returns while limiting the downside risk. Don’t let a Greek farce turn into a tragedy looked at funds that could protect your portfolio against the losses arising from a Greek debt default, but they should also be able to withstand…