A new investment trust, the AVI Japan Opportunity Trust, focuses on neglected bargains in Japan’s small-cap sector.
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.
At first sight, this professional services business appears a decent investment story, but not a compelling one, says Max King. Yet dig a little deeper and it looks much better.
It’s no longer enough to research the investment methodology when choosing a fund, says Merryn Somerset Webb. You have to check its approach to ethics too.
Alex Wright’s Special Values fund draws on Anthony Bolton’s techniques and is worth backing, says Max King.
The history of gold mining is so littered with stories of reckless optimism, fraud and ruin that the sector is often ignored. Yet investing in gold miners can be hugely profitable when gold prices are rising.
This year marks the 130th anniversary of the formation of The Merchants Trust. Its aims today are the same as its aims at launch: to deliver healthy growth of both capital and income for the ordinary investor.
A shift away from listed stocks towards privately-held companies reflects the advantages of private equity. No portfolio should be without exposure to this form of investment, says Max King
Uncertainty over Brexit has prompted consumers and companies to put off investing in British stocks. Once clarity returns, cheap stocks should rebound, says David Stevenson.
Institutional investors keep their distance, but Katie Potts, manager of the Herald Investment Trust, is clearly doing something right.
Investors are beginning to notice that active fund managers don’t provide value for money. So, asks John Stepek, do they have a future?
When it comes to investing in funds, don’t chase the top performers – look for the cheapest ones.