Disclaimer
This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. This material should be considered as general market commentary.
As analysts, we get a certain thrill from diving deep into the world of investments, poring over data points, and crafting complex insights. Our goal is always to provide our readers with thoughtful perspectives, whether it’s on the latest market trends or unique strategies. But this time, we thought it would be helpful to take a step back and consider the key question of why to invest in trusts at all.
With absolutely no bias (as investment trust analysts!), we believe closed-ended vehicles are excellent options for long-term investments. Their unique features, often absent in open-ended funds, offer meaningful diversification and the potential for strong returns over time.
In this article we’ll explore five key distinguishing features of investment trusts – gearing, discounts, income consistency, exposure to hard-to-reach opportunities and the role of boards – highlighting trusts along the way that we believe leverage these features in distinctive ways. Whether you’re new to investment trusts or a seasoned investor looking to refresh your perspective, we hope these examples will showcase how trusts can offer more than meets the eye.
And if you’re eager to dig deeper or find a trust tailored to your needs – whether it’s for income, capital growth or options investing across the market-cap spectrum – our Fund Finder tool can help streamline your search.
Kepler Trust Intelligence provides research and information for professional and private investors. In order to ensure that we provide you with the right kind of content, and to ensure that the content we provide is compliant, you need to tell us what type of investor you are.
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