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    Investment trusts

    Add to myFT Digest

    Add this topic to your myFT Digest for news straight to your inbox

    • Saturday, 25 March, 2023
      Rising rates put investment trust performance under pressure

      Scottish Mortgage shake-up highlights problems with unlisted stocks

    • Friday, 2 December, 2022
      Venture capital investment
      Venture capital trusts: overpriced or time to buy?

      More than £440mn has been raised by VCTs since the start of the tax year

    • Thursday, 1 December, 2022
      Moira O'Neill
      Festive investment trust bargains for all the family

      But do your own research before you put them in the Christmas stocking

    • Wednesday, 30 November, 2022
      Chrysalis Group PLC
      Investment trust Chrysalis revamps fee structure after scrutiny over bosses’ payouts

      Managers were paid £117mn just before stock market turned

    • Friday, 11 November, 2022
      Alice Ross
      Energy transition powers specialist investment trusts

      Unusually in the current environment, many have actually made money in the past year

    • Friday, 11 November, 2022
      Private investing
      Looking for alternatives: the investment trust route

      Trusts offer ways into innovative companies even in tough market conditions

    • Thursday, 10 November, 2022
      How to choose an investment trust: five things to consider

      Gearing, charges and discounts are key factors as well as who manages the trust

    • Wednesday, 9 November, 2022
      Can dividend heroes maintain payout records?

      Seven investment trusts have achieved more than 50 years of dividend growth — even in tough times

    • Wednesday, 9 November, 2022
      Simon Edelsten
      Investment trusts can be bargains — but look past the discounts

      Remember to focus on the quality of the underlying holdings

    • Wednesday, 2 November, 2022
      James Henderson
      Panning for equities gold amid UK market gloom

      Cyclicals such as Halfords may offer a glimmer of hope

    • Thursday, 22 September, 2022
      Adventurous InvestorDavid Stevenson
      Investment trust discounts can provide opportunities

      In times of stress, discounts of 40 to 60 per cent are not uncommon

    • Wednesday, 14 September, 2022
      Fundsmith Emerging Equities Trust PLC
      Terry Smith to close emerging markets investment trust

      One of UK’s best-known fund managers says performance ‘fallen below our expectations’

    • Thursday, 18 August, 2022
      Laura Bywater
      Deadline looms for trustees of non-taxable trusts

      Just two weeks remain before those who fail to register with the HMRC are likely to face penalties

    • Wednesday, 3 August, 2022
      Ramin Nakisa
      Funds need clear standardised labels

      Regulators must force industry to improve transparency

    • Friday, 15 July, 2022
      Merryn Somerset Webb
      Take cover and look for dividends

      In unsettled markets, consider income-focused investment trusts

    • Thursday, 30 June, 2022
      UK trust to tear up performance fee structure after £60mn payday

      Chrysalis Investment made payment to managers just before its valuation fell after sell-off in growth stocks

    • Tuesday, 28 June, 2022
      Personal Finance
      Record annual dividends of £5.5bn from UK investment trusts

      Payouts up 15 per cent on the previous year

    • Friday, 24 June, 2022
      Moira O'Neill
      Ten ways to improve your portfolio without really trying

      From cutting fees to checking how diversified your investments really are

    • Friday, 10 June, 2022
      Merryn Somerset Webb
      To investors seeking income — there’s still plenty of it about

      Interest on cash deposits remains paltry, but some companies are throwing off dividends in the here and now

    • Tuesday, 31 May, 2022
      Maike Currie
      Sifting through the stock market wreckage

      Look beyond the debate about growth versus value to focus on stock picking

    • Sunday, 24 April, 2022
      Blackstone Group LP
      Blackstone takes aim at publicly listed real estate vehicles

      Buyout group has spent billions of dollars taking four ‘Reits’ private since start of the pandemic

    • Wednesday, 13 April, 2022
      Investments
      Losses multiply for wealthy investors in first quarter

      Market turbulence hits those with riskier portfolios

    • Thursday, 7 April, 2022
      Adventurous InvestorDavid Stevenson
      Shipping funds: plain sailing for investors?

      Groups buoyed by a boom in bulker rates and generous dividends

    • Friday, 11 March, 2022
      Serious MoneyClaer Barrett
      How much investment risk would you take to reduce your tax bill?

      With VCTs set to raise £1bn this year, selling tax breaks to investors is clearly big business

    • Friday, 19 November, 2021
      Investment trust mergers aim to boost returns

      Shareholders set to benefit from lower costs and improved liquidity

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