Controlling stakes in investment trusts provide a tax-efficient and convenient way for rich families to manage their wealth. Investors can take advantage of this, says Max King.
Investments trusts: keeping it in the family
Just what is a fund anyway?
There are two main types of fund out there for investors to invest in. Merryn Somerset Webb explains how they work, and which is her favourite.
Video: Why we like investment trusts
Investment trusts are a relatively cheap and simple way of investing in the stockmarket. Ed Bowsher explains why at MoneyWeek, we much prefer them to other funds.
The default option will cost you money: always opt out
Making the effort to move your money from your financial provider’s default settings could make you significantly better off, says Merryn Somerset Webb.
Absolute-return funds are absolutely useless
Most of the funds promising to protect investors from volatile stockmarkets have produced dismal returns, says Max King.
By: Max King
Two top themes for 2019
Bet on Japanese corporate-governance reform and healthy small US banks, says David Stevenson.
Superior returns from Capital Gearing Trust
Capital Gearing Trust has a stellar reputation for preserving capital, and shows no sign of letting up, says Max King.
By: Max King
Index funds: killing capitalism?
Even Jack Bogle was worried about the prospect of passive funds owning majority stakes in listed businesses.
By: John Stepek
Index investing is revealing the flaws in our model of shareholder capitalism
Index investing – buying tracker funds – has revolutionised equity investing. But it’s not without its problems. John Stepek looks at how “semi-detached” share ownership can distort capitalism – and how to fix it.
By: John Stepek
Ignore all the Brexit hysteria and buy UK stocks
Brexit is looking increasingly like an over-hyped non-event. Even a no-deal Brexit would be no big deal. But it has made UK stocks very cheap. Here’s what to buy now.
Logistics statistics are stacking up for investors
European e-commerce is set to follow the UK’s lead. Opportunities should follow for investors in logistics, says Sarah Moore.
By: Sarah Moore
British Empire Trust sticks to its guns
The British Empire Trust’s long-term outperformance looks set to continue, says Max King.
By: Max King
High investment fund fees can really cost you
The European fund management industry is still charging customers a fortune. Here’s how to avoid big fund fees.
By: John Stepek
A simple, easy to manage portfolio of six of the best investment trusts, selected by Merryn Somerset Webb, offering defensiveness, stability, exposure to growth, and some income.
