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Z scores for investment trusts

Should You Use Z Scores For Investment Trusts?

Whether an investment trust is trading at a discount or premium, and what sort of level it is, is one of the key metrics you’ll see mentioned when a fund is covered in the financial press. While it’s important, it’s usually a secondary investment consideration in my view, and you do need something to put it in historical context. Z scores are designed to provide this, so are they worth using as part of your research?

Should You Use Z Scores For Investment Trusts?


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