Is your trust run by a large group or a lone wolf? And what difference might it make to your returns?
Exploring the world of investment trusts
Tag: Investment trust statistics
KIDs: The Gloves Are Off!
Costs are one of the few things we can control as investors. They can have a massive impact on your long-term returns, too.
Does Your Fund Charge Too Much?
What is a reasonable fund charge these days? How easy is it to tell if you’re paying a fair amount or getting stitched up like the proverbial kipper?
Taking Positives From 2018
Have recent market falls exposed the alternative asset sector that’s been so popular with investment trust buyers these past few years?
VCTs Take A Brave Leap Forward
VCTs offer a dazzling array of tax reliefs to lure in investors. But the rules are shifting and the VCT landscape is changing fast.
Review: The Investment Trust Handbook
Investment trusts still seem to be a niche endeavour, so books about them tend to be very rare. Step forward The Investment Trust Handbook.
Bear Essentials: How I Approach Stock Market Falls
We’re currently in ‘correction’ territory with the UK market down 10% from its most recent peak in May 2018. Stock market falls like this can hit investment trusts harder than most, as a lot of funds have some level of gearing and discounts to asset values tend to widen.
The Essential Guide To Investment Trust Dividends
How much and how often? Investment trust dividends come in all shapes and sizes, so here a few key things every investor should know.
10-Year Performance Figures: Handle With Care
It’s been a great decade for many investment trusts, but it’s important not to get to carried away when looking at performance tables.
Do Investment Trusts Outperform Other Types Of Fund?
Read a little about investment funds and you’ll soon come across someone saying “investment trusts outperform other types of fund”. There are good reasons to believe that they may do, but it’s a very difficult thing to prove.
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