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Investment Trust Insider: the Trojan Horse issue!

Issue 31 of our free e-zine rides in with a must-read profile of Personal Assets' Sebastian Lyon and the latest analyst recommendations.

 
Investment Trust Insider: the Trojan Horse issue!

Welcome to issue 31 of Investment Trust Insider! This month's edition includes:

'Trojan Horse'

We speak to Sebastian Lyon, manager of Personal Assets (PNL ) investment trust, a pioneer in ‘absolute return’ investing, who aims to preserve shareholders’ wealth as well as grow it. Lyon talks about the two mentors in his life: Lord Weinstock, the former industrialist who backed the launch of his firm Troy Asset Management and whose race horse provided its name; and Ian Rushbrook, the trust’s former manager who set the path he would follow.

Lyon discusses his strategy for protecting investors and explains why the world could yet fact its biggest financial crisis yet.

Charges: trusts vs funds

The abolition of commission payments to financial advisers has had a big impact on the charges investors pay. Open-ended investment funds are now cheaper to buy, although, as we reveal, investment trusts retain their price advantage in most key sectors.

Buy, sell, hold

A round-up of analysts’ views on leading investment trusts, including one who has downgraded RIT Capital Partners (RCP) after a good year for the Rothschild family-backed fund.

You can access issue 31 of Investment Trust Insider here.
If you have any problems please use this
PDF version.

4 comments so far. Why not have your say?

Micawber

Aug 26, 2016 at 16:47

Another good issue, and I look forward to the next one on commercial REITs

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Mickey

Aug 28, 2016 at 08:44

Thanks for covering Investment Trusts with this run of emags, much appreciated.

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joseph o neill

Aug 31, 2016 at 21:29

Always look forward to the Insider,thank you Citywire for your insight.

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JohnW

Sep 07, 2016 at 23:05

Me too. Investment trusts are my preferred investment.

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