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.
One of the biggest headwinds to the investment trust industry was swiftly resolved in September, following the joint announcement that London listed closed-end funds would be exempt from two EU directives that had led to an effective ‘double counting’ of costs. This has long been touted as a contributing factor to the wide discounts seen across the investment trust sector, as the perceived higher fees had been putting off marginal investors.
However, just a few weeks later, a row has emerged over the best way to go forward between some trusts and the platforms. We would like to hear the views of our readers, and are offering a prize draw for those who can answer a short survey, as well as the opportunity to help shape the future of investment trust charges.
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