Investment trusts

MoneyWeek's model portfolio is 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.

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.

Latest articles

How DIY investing platforms are changing the world of investment trusts

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.

Alliance Trust turns over a new leaf

Sceptics were wrong about the fund’s new strategy, says Max King – the performance speaks for itself.

The modern-day perils of fund management

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.

Stick with the old-favourite real estate investment trusts

There’s no need to snap up overpriced shares in newer property funds when two heavyweight reits are so cheap, says Max King.

A safe long- term bet for our investment-trust income portfolio

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.

Alliance’s reinvention pays off

This trust is in better shape than before, says David C Stevenson – and could soon become a core holding for investors.

The star fund managers who fell to earth

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.

Tax breaks for early-stage investors with VCTs

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.

Infrastructure investors: stick with the safest option

Political risks on PFI deals may be overstated, but this investment trust looks to be the best bet, says Max King.

Infrastructure: a reassuringly boring source of income

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.

Showing page 6 of 14

 

Don’t wait until March
Take back control of your investments NOW
Try 6 free issues then pay only £2.45 per issue
(normally £4.25)
Turn a no deal into a profitable one
SUBSCRIBE TO MONEYWEEK NOW