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Investment Trust Insider: issue 32 out now!

Exclusive interview with Tom Slater of Scottish Mortgage Trust, how property trusts braved Brexit plus analysts' tips and comments.

 
Investment Trust Insider: issue 32 out now!

Welcome to the new issue of Investment Trust Insider!

'Open Sesame' Scottish Mortgage

We have an exclusive interview with Tom Slater, co-manager of the £4 billion Scottish Mortgage Trust (SMT ), on why the country’s largest equity investment trust has made a big move into unquoted, internet stocks, or ‘unicorns’, such as Airbnb, Spotify and Funding Circle.

It’s an exciting strategy that began with a hugely successful investment in Alibaba, China’s e-commerce giant. However, it carries risks and raises the question over how much the fund can tell investors about their investments.

Brexit and mortar

The suspension of seven open-ended property funds after the Brexit vote underlined the strength of real estate investment trusts which remained open for trading. Marcus Phayre-Mudge, manager of TR Property (TRY ), says the problems expose the flaws of open-ended funds investing in property. We explain why investment trusts’ ‘closed-ended’ structure is important and hear expert views on the prospects for commercial property and the attractive yields on offer to investors.

Buy, sell, hold

Our monthly round-up of analysts’ tips and views including Finsbury Growth & Income (FGT ), Diverse Income Trust (DIVI ) and Ruffer Investment Company (RICA ).

You can access issue 32 of Investment Trust Insider here.
If you have any problems please use this PDF version.

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Look up the investment trusts

  • Scottish Mortgage (Ordinary Share)
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  • TR Property (Ordinary Share)
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  • Finsbury Growth & Income (Ordinary Share)
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  • Diverse Income Trust (Ordinary Share)
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  • Ruffer Investment Company (Ordinary Share)
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Investment Trust Insider 36 is out now!

by Gavin Lumsden on Feb 16, 2017 at 11:01

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