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Investment Trust Insider: issue 29 out now!

Our free e-zine pits trusts against exchange traded funds, checks their EU referendum defences and rounds up analysts' verdicts.  

Investment Trust Insider: issue 29 out now!

Hello, welcome to Investment Trust Insider!

‘Buy, Sell, Hold’

We revive our round-up of the best analyst commentary on investment trusts. The big discounts on private equity trusts have excited the tipsters, although the upheaval at Electra (ELTA) has caused one commentator to change his mind on that trust.

European Union referendum

The forthcoming vote on the UK's EU membership is a pivotal moment for the country and stock markets. Rob St George looks at what investment trust managers like Alex Wright of Fidelity Special Values (FSV) and Ciaran Mallon of Invesco Income Growth (IVI) are doing to protect their portfolios against unexpected risks from a Brexit or even ‘Brexin’!

Trusts versus ETFs

We conclude with another clash. We’ve highlighted before how investment trusts often beat open-ended funds like unit trusts. That prompted some of you to ask how investment trusts do against exchange traded (tracker) funds? Dan Grote threw 19 low-cost ETFs into the ring to find that in 12 out of 20 sectors their average five-year returns get a pummelling from investment trusts.

This won’t end the ‘active’ vs ‘passive’ debate but it shows the ability of trusts to ‘gear’ and boost their investing powers with borrowed money can be a winner for long-term investors.

You can access issue 29 of Investment Trust Insider here.
If you have any problems please use this
PDF version.

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