August 2019
Strategy
All change: a closer look at the AIC's revised sectors
We examine the AIC's revised sector classifications and discuss whether further improvements could be made...
21 Aug
21 Aug
Strategy
Rethinking UK equity income
Despite being a popular allocation for investors, the UK Equity Income sector is currently plagued by the problem of concentration. Our analysis suggests smaller companies could be a strong alternative source of diversified income…
01 Aug
01 Aug
Fund Research
Aberdeen New India
Aberdeen New India buys high quality stocks exposed to the fast-growing Indian economy….
20 Aug
20 Aug
Fund Research
Asia Dragon
This Asia focused trust remains on a far wider discount than its peers despite a marked improvement in performance...
12 Aug
12 Aug
June 2019
Strategy
Measure for measure
In the first of a two-part series, we examine the tools investors can use to assess how active a manager actually is…
26 Jun
26 Jun
Strategy
Report card
Six months after the launch of our new ratings system, we check whether our rated trusts are on track to remain 'best in class'...
19 Jun
19 Jun
May 2019
Strategy
On a roll
As Western economies show signs of their own 'Japanification', we explore the Japanese industries poised to take advantage of this change...
22 May
22 May
Strategy
Sweet or sour?
Three months in, we check up on our list of discount opportunities...
01 May
01 May
Fund Research
Aberdeen Standard Equity Income
The long-standing manager, Thomas Moore, utilities a bottom up approach to identifying opportunities, and is entirely index agnostic in his approach...
14 May
14 May
February 2019
Strategy
Sweet treats
Eight trusts with the potential for strong returns, currently sitting on unusual discounts...
13 Feb
13 Feb
Strategy
Income for the long haul
With 'ISA season' looming we identify investment trusts which offer long-term, dependable income streams for yield-hungry investors...
06 Feb
06 Feb
Fund Research
Aberdeen Standard Asia Focus
The trust returned to form last year with strong relative returns as its focus on quality was rewarded in rough markets...
04 Feb
04 Feb
Fund Research
Aberdeen Smaller Companies Income
Under the watchful eye of a new manager, Aberdeen Smaller Companies Income targets income and capital growth from UK smaller caps...
01 Feb
01 Feb
November 2018
Strategy
Future shock
How the commercial property sector is coping with widespread disruption caused by the rise of the internet...
14 Nov
14 Nov
Fund Research
UK Commercial Property REIT
UKCM aims for an attractive income with the potential for income and capital growth from commercial property investments...
28 Nov
28 Nov
Fund Research
Standard Life Investments Property Income
Standard Life Investments Property Income aims to generate an attractive, reliable income through investments in UK commercial property...
12 Nov
12 Nov
October 2018
Strategy
Missing something?
As more and more of the world's most exciting companies delay listing, the opportunity in private companies has become too large to ignore...
17 Oct
17 Oct
Strategy
Information overload
Our analysis shows the long term case for emerging markets remains largely unaffected by much of the negative newsflow surrounding the sector...
10 Oct
10 Oct
Fund Research
abrdn Private Equity Opportunities
Standard Life Private Equity is a private equity fund of funds and is the only such trust with no performance fee...
17 Oct
17 Oct
Fund Research
Asia Dragon
This Asia Pacific ex Japan trust has undergone a significant transformation in recent years, with exposure to technology and China reflecting a new tilt towards quality...
01 Oct
01 Oct
June 2018
Fund Research
Standard Life UK Smaller Companies
A 'quality growth' focused small-cap trust with a long-term track record of outperformance and a buy and hold approach...
19 Jun
19 Jun
Fund Research
Aberdeen Standard Equity Income
A highly-differentiated UK trust which, thanks to the manager’s unconstrained approach, generates the majority of its income away from the most popularly-held stocks in the sector...
13 Jun
13 Jun
May 2018
Fund Research
UK Commercial Property REIT
UK Commercial Property Trust (UKCM) is a large and liquid portfolio of commercial properties that aims to generate an attractive income with the potential for capital growth...
30 May
30 May
Fund Research
Standard Life Investments Property Income
This conservatively positioned trust has generated one of the highest incomes in the sector in the last three years...
16 May
16 May