With many of us looking to invest ISA allowances, either for the current tax year or the forthcoming one, the seemingly enormous discounts many trusts trade at might seem very enticing. But it’s worth remembering that not all discounts are equal.
Are you better off with an investment trust or an open-ended fund? Most people seem to lean towards the former, although perhaps that’s the investing company I keep, but convincing data is very hard to find.
I largely focus on funds that either have a UK or global remit, with a few themes on the side. But here I’m looking at investment trusts that specialise in a single region or country.
Loads of articles have looked at the best performing shares and funds over the 2010s. I thought I’d add a little twist, looking at the trusts that doubled in the first half of the decade and then repeated the trick in the second.
Regular readers may know that I’m often vexed by the cost of investment funds. But there’s one element that doesn’t distress me that much. And that is a performance fee.
After a year of deliberation, the AIC has just revealed its new sector definitions for investment trusts. It’s a major shake-up and looks like a big improvement from what I have seen so far.
There’s been a lot of controversy over the recent introduction of Key Information Documents (KIDs) for investment trusts. In theory, they are designed to standardise the basic fund information that’s available for ordinary investors like you and me. In practice, they’re a bit rubbish.
We’ve been hearing a lot about ISA millionaires in recent months. In some ways, I’d rather not too much of a fuss was made about them. Drawing attention to this phenomenon might attract some unwelcome attention. There could be a cry that “something must be done!”
While it might not be top of your checklist, a little knowledge about who runs each investment trust that you own can be useful.
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