Many investors believe active fund managers prove their worth when markets fall. But, as October’s mini-crash shows, that’s not true. Here’s what you should know before picking an active or a passive fund.
Invesco’s bullying of an investment trust is an outrageous example of fund management arrogance, says Merryn Somerset Webb.
The BlackRock World Mining Trust has been on a roller-coaster ride, but is recovering well, says Max King.
The biggest driver of long-term returns is the price you pay when you buy, says Merryn Somerset Webb.
Private-equity investment-trust HgCapital has some interesting plans in motion, and is trading at a good price, says David Stevenson.
The rise of the low-cost investment platform has changed the shareholder base of investment trusts – and it’s having a dramatic effect on how the sector operates, says Merryn Somerset Webb.
Sceptics were wrong about the fund’s new strategy, says Max King – the performance speaks for itself.
In the early days of investment trusts, managers knew nothing of benchmarking. How things have changed, says Merryn Somerset Webb. And not necessarily for the better.
There’s no need to snap up overpriced shares in newer property funds when two heavyweight reits are so cheap, says Max King.
Utilities make sense if you’re looking for income, says David Stevenson. But regulators and politicians can ruin the attractions. Make sure you diversify your holdings.
This trust is in better shape than before, says David C Stevenson – and could soon become a core holding for investors.