Investment Trusts
The latest news, updates and opinions on Investment Trusts from the expert team here at MoneyWeek
-
Profiting from private markets has become more affordableOpinion Alex Davies, founder and CEO of high-net-worth investment service Wealth Club, tells us where he’d put his money
By Alex Davies Published
Opinion -
Caledonia Investments tackles its discountFamily-controlled trust Caledonia Investments has launched share buybacks and is proposing a stock split
By Rupert Hargreaves Published
-
Investment trust share buybacks neared £5 billion in first six months of 2025The 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
-
Top-performing investment trusts: Europe leads the pack in H1European 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
-
Debt funds finally have their day in the sun – how to investInvestors can now earn equity-like returns from debt funds and with less risk
By Rupert Hargreaves Published
-
Investment trust boards are rushing to sell at a discountPersistent discounts seem to be making investment trust boards too hasty about backing opportunistic offers
By Cris Sholto Heaton Published
-
Fidelity-Henderson merger to create £2 billion European mega investment trustFollowing 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
-
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 onOpinion Shareholder meetings aren’t just a regulatory requirement – they are a way to communicate with investors
By Cris Sholto Heaton Published
Opinion
