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.
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.
The Witan Investment Trust is geographically diversified and boasts a growing dividend, says Max King.
Index-tracking funds are great, cheap alternatives to their overpriced active cousins. But they aren’t flawless, says John Stepek.
Value investing has been out of fashion – here’s how to bet that will change over the long run.
The collapse of Carillion showed the perils inherent in complicated businesses. Look for simple firms with powerful intellectual property instead, fund managers Nick Train and Tristan Chapple tell Sarah Moore.
Closed-ended funds such as Investment trusts consistently outperform their open-ended counterparts. Merryn Somerset Webb explains why, and asks if they can continue doing it in the future.
Baillie Gifford’s Scottish American Investment Trust prides itself on buying companies that target both income and growth.
You should be able to count on the board of an investment trust to look after your interests, says David Stevenson. Two recent cases show just how important an effective board is.
Momentum investing – buying what has already gone up in price in the belief that it will keep doing so – shouldn’t work in theory. Yet in real life, it does. Stephen Connolly looks at why – and what to buy.
Trust in the financial services sector is already low, says Merryn Somerset Webb. Let’s not make it worse with bells and whistles.
Invesco’s bullying of an investment trust is an outrageous example of fund management arrogance, says Merryn Somerset Webb.