Investment Trusts
The latest news, updates and opinions on Investment Trusts from the expert team here at MoneyWeek
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Caledonia Investments tackles its discount
Family-controlled trust Caledonia Investments has launched share buybacks and is proposing a stock split
By Rupert Hargreaves Published
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Investment trust share buybacks neared £5 billion in first six months of 2025
The first six months of 2025 have seen a “whirlwind” of corporate activity, with discounts narrowing as boards return capital to shareholders
By Dan McEvoy Published
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Top-performing investment trusts: Europe leads the pack in H1
European small caps have been the best-performing investment trust sector so far this year, as investors move money out of the US. Can it continue?
By Katie Williams Published
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Debt funds finally have their day in the sun – how to invest
Investors can now earn equity-like returns from debt funds and with less risk
By Rupert Hargreaves Published
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Investment trust boards are rushing to sell at a discount
Persistent discounts seem to be making investment trust boards too hasty about backing opportunistic offers
By Cris Sholto Heaton Published
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Fidelity-Henderson merger to create £2 billion European mega investment trust
Following the departure of its co-portfolio managers earlier this year, Henderson European Trust is set to merge with Fidelity European Trust - what does this mean for you?
By Dan McEvoy Published
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Unloved alternative trusts are going cheap – should you buy?
Opinion Alternative trusts like infrastructure and real estate funds are trading at huge discounts. Investors should take advantage, says Rupert Hargreaves
By Rupert Hargreaves Published
Opinion -

AGMs: a unique selling point for investment trusts that investors should capitalise on
Opinion Shareholder meetings aren’t just a regulatory requirement – they are a way to communicate with investors
By Cris Sholto Heaton Published
Opinion -

Should you bag a bargain with a half-price investment trust?
Twenty-six investment trusts look cheap by historic standards, with some trading at a discount of more than 50%. Are they a bargain or value trap?
By Katie Williams Published
