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Funds and trusts yielding above 5%: opportunity or value trap?

Funds and trusts yielding above 5%: opportunity or value trap? by Cherry Reynard from interactive investor | 25th February 2021 11:42 The year 2020 may have been a dismal one for income seekers, but the outlook for 2021 is brighter. There is now a wealth of funds and investment trusts showing yields of more than 5%. However, many investors saw […]

Investment trust insider on financials

Investment trust insider on financials – James Carthew: How to play financials as yields keep rising Back in the summer of 2020, I wrote an article about Polar Capital Global Financials (PCFT), highlighting the undervaluation of the financials sector and banks, in particular. That does not apply to UK banks, none of which have been good […]

Investment Trust Insider on Capital Gearing Trust
Investment trust insider on renewables

Investment trust insider on renewables – James Carthew: How the renewables class of 2013 has changed beyond recognition Following the recent new issues and the oversubscribed £198m placing by Greencoat UK Wind (UKW) last week, the now 17 investment companies in the sector have a combined market value of about £10.5bn and are within a […]

Investment Trust Insider on Perpetual Income and Growth
Tritax Eurobox seeks £173m as it looks to double in size

Tritax Eurobox seeks £173m as it looks to double in size By Jeremy Gordon 19 Feb, 2021, Citywire Investment Trust Insider Tritax Eurobox (EBOX) has announced plans to raise for a £173m (€200m) equity raise, after a strong rally in its shares since the autumn with the European ‘big box’ market buoyant amid an e-commerce boom. The listed […]

Investment Trust Insider on Capital Gearing Trust
What the wealth preservation investment trusts are telling us

What the wealth preservation investment trusts are telling us The best wealth preservation trusts and how they can help you Investors’ Chronicle, February 16, 2021 By Mary McDougall There’s a lot to learn from wealth preservation investment trusts, which broadly aim to protect and grow assets in real terms over time. After all, shouldn’t that be […]

Biotech trust Trump benefit may be shortlived
Investment trust insider on Japan

Investment trust insider on Japan – James Carthew: Japan trusts backing internet winners and streamlining cash sinners Last summer I looked at JPMorgan Japanese (JFJ), which was the leading investment trust specialising in the country at the time, and it still is! Fund managers Nicholas Weindling and Miyako Urabe have hit a sweet spot in performance […]

Investment Trust Insider on Perpetual Income and Growth
Emerging markets are already on the road to recovery

Don’t wait for the UK to bounce back – emerging markets are already on the road to recovery: There’s a world of ways to revive your investments By ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY PUBLISHED: 21:52, 13 February 2021 | UPDATED: 10:08, 14 February 2021 Talk of a bounce back from the economic devastation wreaked by Covid-19 may feel a […]

Strong as an Ox? The Chinese economy

Strong as an Ox? The Chinese economy has performed well during the pandemic – here are three potential opportunities for investors By JAYNA RANA FOR THISISMONEY.CO.UK PUBLISHED: 07:35, 12 February 2021 | UPDATED: 08:52, 12 February 2021 Today is Chinese New Year and those celebrating will welcome in the Year of the Ox, which symbolises strength and determination. These traits […]

How small is too small?

Funds and investment trusts: how small is too small? by Kyle Caldwell from interactive investor | 10th February 2021 10:59 There are thousands of funds and around 400 investment trusts for investors to pick from – is there ever an argument for going against the crowd and investing in the tiddlers?… Small can be a virtue Smaller funds are nimbler […]

When it is worth paying a premium for an investment trust

When it is worth paying a premium for an investment trust by Jennifer Hill from interactive investor | 10th February 2021 10:06 Positive news on Covid-19 vaccines led to investment trusts re-rating considerably during 2020. The average discount among equity investment trusts narrowed from 4.6% to 2.5% – the tightest level on record – according to Numis Securities. Discounts widened […]