Citywire for Financial Professionals
Stay connected:

View the article online at http://citywire.co.uk/money/article/a993210

All the president's value trusts

The election of president Trump has accelerated a rotation from 'growth' to 'value'. Which investment trusts stand to benefit?

 
All the president's value trusts

There are two main approaches to investing: growth and value. Growth investors are prepared to buy shares in highly rated companies if they have good growth prospects, whereas value investors prefer to buy shares when companies are out of favour and are cheap.

Since the 2008 financial crisis growth investing has had the upper hand with investors bidding up shares in big, consumer goods companies providing steady, sustainable earnings. However, after last summer’s Brexit vote investors started to shift towards cheap ‘cyclical’ stocks, such as financials, that are more exposed to the ups and downs of the economy. The election of president Trump has accelerated this trend as investors hope he will boost US economic growth.

In the latest issue of Investment Trust Insider, investment experts discuss whether this rotation from growth to value will continue and highlight five investment trusts that stand to benefit.

The article also includes a table from data provider Morningstar showing the 20 investment trusts with the strongest 'value' style.

You can access 'All the president's value trusts' here.
If you have any problems please use this
PDF version and go to page 10.

2 comments so far. Why not have your say?

Abstract Artist

Feb 17, 2017 at 10:21

Thank you Jennifer. The included 'Top 20 Value Investment Trusts Ranked By Morningstar' table is particularly useful.

report this

Anonymous 1 needed this 'off the record'

Feb 22, 2017 at 09:37

always worth reading, thank you, Jennifer. could I also suggest BSRT as deep value ?

report this

leave a comment

Please sign in here or register here to comment. It is free to register and only takes a minute or two.

News sponsored by:

The Citywire Guide to Investment Trusts


In this guide to investment trusts, produced in association with Aberdeen Asset Management, we spoke to many of the leading experts in the field to find out more.

Watch Now

More about this:

Look up the investment trusts

  • Fidelity Special Values (Ordinary Share)
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Miton Global Opportunities (Ordinary Share)
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Temple Bar (Ordinary Share)
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • British Empire (Ordinary Share)
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • BlackRock World Mining Trust (Ordinary Share)
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them

What others are saying

Archive

Today's articles

Tools from Citywire Money

From the Forums

+ Start a new discussion

Weekly email from The Lolly

Get simple, easy ways to make more from your money. Just enter your email address below

An error occured while subscribing your email. Please try again later.

Thank you for registering for your weekly newsletter from The Lolly.

Keep an eye out for us in your inbox, and please add noreply@emails.citywire.co.uk to your safe senders list so we don't get junked.

Read more...

Yellen resigns from Fed board

by Vicky Ge Huang on Nov 21, 2017 at 08:30

Sorry, this link is not
quite ready yet