A cheap investment trust with a good record
A cheap investment trust with a good record
This cheap investment trust’s yield of almost 9% may look too good to be true, but should be sustainable, says Max King.
25 Jan 2022
Seize these investment trust bargains in 2022
Seize these investment trust bargains in 2022
Attractive investment trusts are trading at a discount, and those waiting for the perfect time to buy will miss out. Max King picks a selection of the…
17 Jan 2022
Five trends for fund investors to watch in 2022
Five trends for fund investors to watch in 2022
There is no crystal ball for investment, but these trends could help fund investors prepare for what comes next.
17 Jan 2022
Temple Bar’s Ian Lance and Nick Purves: the essence of value investing
Temple Bar’s Ian Lance and Nick Purves: the essence of value investing
Ian Lance and Nick Purves of the Temple Bar investment trust explain the essence of “value investing” – buying something for less than its intrinsic v…
14 Jan 2022
The MoneyWeek portfolio of investment trusts
The MoneyWeek portfolio of investment trusts
MoneyWeek has created a low-maintenance portfolio of investment trusts.
10 Jan 2022
Which investment trusts performed the best in 2021?
Which investment trusts performed the best in 2021?
Shivani Khandekar runs through the top ten investment trusts of 2021 – and the worst performing trusts – and looks ahead to 2022.
7 Jan 2022
The globally-focused investment trusts to buy for great returns
The globally-focused investment trusts to buy for great returns
The bullish market outlook means investors should opt for investment trusts targeting the world’s great companies, says Max King. Here, he picks some …
27 Dec 2021
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MoneyWeek’s Super Six: December 2021 update on our investment trust portfolio
MoneyWeek’s Super Six: December 2021 update on our investment trust portfolio
MoneyWeek’s favourite investment trusts have rocketed in the past ten years, says Merryn Somerset Webb. We will stick with them
24 Dec 2021
RIT Capital Partners update: private companies boost returns
RIT Capital Partners update: private companies boost returns
RIT Capital Partners one of the components of the MoneyWeek investment trust portfolio, has seen strong performance in the year to 30 November, with p…
22 Dec 2021
Caledonia Investments update: strong equity performance drives net assets higher
Caledonia Investments update: strong equity performance drives net assets higher
Caledonia Investments, one of the components of the MoneyWeek investment trust portfolio, reported a strong six months as global equity markets contin…
22 Dec 2021
Personal Assets Trust update: optimistic on future returns despite inflation risk
Personal Assets Trust update: optimistic on future returns despite inflation risk
Personal Assets Trust one of the components of the MoneyWeek investment trust portfolio, said it is prepared for higher inflation and believes the fu…
20 Dec 2021
Scottish Mortgage investment trust update: healthcare gains offset Chinese stock woes
Scottish Mortgage investment trust update: healthcare gains offset Chinese stock woes
Positions in Chinese tech stocks weighed on performance at Scottish Mortgage investment trust, but healthcare stocks administered first aid. Saloni Sa…
20 Dec 2021
Four top investment trusts overlooked by the market
Four top investment trusts overlooked by the market
Professional investors Charlotte Cuthbertson and Nick Greenwood of the MIGO Opportunities Trust pick four investment trusts that are trading at discou…
20 Dec 2021
Two small-cap funds with big potential
Two small-cap funds with big potential
Two investment trusts concentrating on US small-cap shares offer excellent long-term value.
20 Dec 2021
Mid Wynd International investment trust update: boosted by healthcare and IT stocks
Mid Wynd International investment trust update: boosted by healthcare and IT stocks
The Mid Wynd International investment trust beat its benchmark index last month, mainly down to strength from its investments in healthcare and IT com…
15 Dec 2021
Alliance Trust and Witan: two flexible multi-manager investment trusts to buy now
Alliance Trust and Witan: two flexible multi-manager investment trusts to buy now
Alliance Trust and Witan investment trusts have different approaches to investing, but both follow strategies that could do well in more volatile mark…
13 Dec 2021
Regional Reit: office rents provide a steady growth in income and dividends
Regional Reit: office rents provide a steady growth in income and dividends
Open-ended funds struggle when it comes to illiquid assets such as property, but things are looking good for this real-estate investment trust.
7 Dec 2021
Law Debenture investment trust gets a boost from hydrogen
Law Debenture investment trust gets a boost from hydrogen
Saloni Sardana looks at recent developments in the Law Debenture investment trust, one of the six funds in MoneyWeek’s model investment trust portfoli…
3 Dec 2021
Towards the half century: Baillie Gifford Japan Trust
Towards the half century: Baillie Gifford Japan Trust
The Baillie Gifford Japan Trust launched 40 years ago, just as global investors were waking up to Japan’s potential. A lot has changed in the four dec…
30 Nov 2021
Why Britons are much wealthier than we think
Why Britons are much wealthier than we think
Britons are much better off and the UK is a wealthier country than the GDP data suggests, says Max King. That’s likely to continue whatever the short …
23 Nov 2021
Two debt-focused funds that pay good dividends
Two debt-focused funds that pay good dividends
TwentyFour Asset Management’s two debt-focused investment trusts are producing healthy payouts
22 Nov 2021
Spencer Adair: getting rich slowly with “cockroach” companies
Spencer Adair: getting rich slowly with “cockroach” companies
Merryn talks to Spencer Adair of the Monks Investment Trust about how he shuns “glamorous” growth to find solid “cockroach” companies that thrive over…
19 Nov 2021