Investment trust statistics

Funds Vs. Trusts: A Simple Ten-Year Test

Are you better off with an investment trust or an open-ended fund? Most people seem to lean towards the former,…

4 years ago

Risk On With Regional And Country-Specific Trusts

I largely focus on funds that either have a UK or global remit, with a few themes on the side.…

4 years ago

Introducing The Double Doublers

Loads of articles have looked at the best performing shares and funds over the 2010s. I thought I'd add a…

4 years ago

Should We Pay Up For Performance?

Regular readers may know that I'm often vexed by the cost of investment funds. But there's one element that doesn't…

4 years ago

AIC Revamps Investment Trust Sectors

After a year of deliberation, the AIC has just revealed its new sector definitions for investment trusts. It's a major…

5 years ago

Key Information I’d Like To See

There's a ton of information that investment trusts could put in the much-maligned Key Information Document. Here's my wish list.

5 years ago

Learning Lessons From ISA Millionaires

ISA millionaires seem to be big news these days. But if you had invested the maximum into ISAs and PEPs…

5 years ago

Who Runs Your Investment Trust?

Is your trust run by a large group or a lone wolf? And what difference might it make to your…

5 years ago

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…

5 years ago

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…

5 years ago

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