Funds and Investment Trusts

Investing for a comfortable retirement

Investing for a comfortable retirement

6 mins. to read

As featured in this month’s magazine. The pension freedoms that came into force in April have resulted in a massive change to the way that people finance their retirement. Data from the Association of British Insurers shows that in the first six months under the new rules a total of £2.85bn was invested in income…

Possible buying opportunity for P2P Global Investments

Possible buying opportunity for P2P Global Investments

2 mins. to read

The recent market weakness has created a possible a buying opportunity for P2P Global Investments (P2P), the specialist investment trust that provides exposure to a portfolio of peer-to-peer loans. Its shares have fallen from more than £11.50 in February to around £10 and now trade at a small discount to NAV with a prospective yield…

A successful first five years for the ‘no nonsense’ Fundsmith Equity Fund

A successful first five years for the ‘no nonsense’ Fundsmith Equity Fund

2 mins. to read

Terry Smith’s Fundsmith Equity fund recently passed its fifth anniversary. Over the last five years it has returned 115.9%, which puts it in third place out of the 203 funds in the Investment Association’s Global Sector. This impressive performance has helped it to attract £4.1bn of assets under management. Smith is an outspoken critic of…

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,…