Sizing up small-cap funds, Photo by patricia serna on Unsplash

Sizing Up UK Small-Cap Funds

Reading time: 8 mins

We seem to be having more of a Santa Rout than a Santa Rally, so it’s a brave investor that’s looking to put money in small-cap funds right now. But I think it’s a great time to size up what’s on offer.




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Small cap investment trusts, small chick by Ray Hennessy at Unsplash

Big Returns From The Small-Cap Effect

Reading time: 7 mins

I’ve always had a soft spot for investing in smaller companies, aka small caps. It’s what many private investors cut their teeth on. What’s more, there’s decent evidence that such companies outperform the wider market. This phenomenon has even got a catchy moniker: the small-cap effect.

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Are VCTs Still Attractive? Man jumping between rocks: Doran Erickson, Unsplash

VCTs Take A Brave Leap Forward

Reading time: 7 mins

Venture capital trusts (VCTs) were created in the mid-1990s to provide much-needed capital for small, fast-growing companies. A pretty dazzling array of tax reliefs are offered to lure investors into this high-risk area. But the rules are shifting and the VCT landscape is changing.

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Edinburgh Investment Trust, Edinburgh castle by Jorg Angeli, Unsplash

Edinburgh Investment Trust: Will Value Rise Again?

Reading time: 4 mins

Next year will be the 20th anniversary of Mark Barnett taking charge of Perpetual Income & Growth and his 5th anniversary at Edinburgh Investment Trust. The celebrations might be a little muted, however. Their recent performance has been… less than spectacular.

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Gresham House Energy Storage Fund: Batteries

Gresham House Energy Storage: Income & Growth From The Grid

Reading time: 8 mins

Usually, an investment trust offers either income or growth. But a new kid on the recycling block, Gresham House Energy Storage Fund, appears to offer both: a 7% yield and the prospect of 8% capital growth. Is it too good to be true?

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