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.
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.
Neil Woodford’s reputation as Britain’s top fund manager has taken a few recent hits. Sarah Moore looks at what lessons investors can learn from his misfortunes.
If you’ve already used your Isa and pension allowances, then venture capital trusts and the Enterprise Investment Scheme (EIS) may be the investment vehicles for you.
Political risks on PFI deals may be overstated, but this investment trust looks to be the best bet, says Max King.
Income investors have poured money into infrastructure funds in the last few years, lured by yields of 4%-7% backed by government spending. David Stevenson picks a high-quality example for his income portfolio.