We use cookies and other data for a number of reasons, such as keeping FT Sites reliable and secure, personalising content and ads, providing social media features and to analyse how our Sites are used.
Add this topic to your myFT Digest for news straight to your inbox
Survey by asset manager Quilter Cheviot describes sector as ‘too cosy and clublike’
Payout income rises despite a fall in valuations
Nearly 40% of UK-listed investment trusts are under water
When interest rates fall, these funds should bounce back
Wealth management consolidation favours bigger trusts
Average discount across 14 PE trusts is 34 per cent
With governments banging the drum for infrastructure, retail investors should look hard at the opportunities
Active fund performance has been patchy, yet some hope the tide has turned, or point to the funds’ specialist edge
Scottish Mortgage shake-up highlights problems with unlisted stocks
More than £440mn has been raised by VCTs since the start of the tax year
But do your own research before you put them in the Christmas stocking
Managers were paid £117mn just before stock market turned
Unusually in the current environment, many have actually made money in the past year
Trusts offer ways into innovative companies even in tough market conditions
Gearing, charges and discounts are key factors as well as who manages the trust
Seven investment trusts have achieved more than 50 years of dividend growth — even in tough times
Remember to focus on the quality of the underlying holdings
Cyclicals such as Halfords may offer a glimmer of hope
In times of stress, discounts of 40 to 60 per cent are not uncommon
One of UK’s best-known fund managers says performance ‘fallen below our expectations’
Just two weeks remain before those who fail to register with the HMRC are likely to face penalties
Regulators must force industry to improve transparency
In unsettled markets, consider income-focused investment trusts
Chrysalis Investment made payment to managers just before its valuation fell after sell-off in growth stocks
Payouts up 15 per cent on the previous year
UK Edition
