July 2018
Strategy
Go big or go home
Our research suggests that fund managers who are willing to back their convictions with punchy bets tend to outperform over the long term...
09 Jul
09 Jul
Opinion
Is the UK keeping this investor awake at night?
Over a year on from taking over his UK equities trust mandates, Invesco's James Goldstone discusses his outlook for UK markets...
26 Jul
26 Jul
Fund Research
Independent Investment Trust
Highly idiosyncratic trust, which has delivered strong returns over the long term...
12 Jul
12 Jul
June 2018
Strategy
A winning combination
New research from Cass Business school helps explain why closed-ended funds have outperformed their open-ended peers in the major equity sectors since 2000...
27 Jun
27 Jun
Fund Research
Mercantile
A large and liquid UK mid-cap focused investment trust which is one of the cheapest in its sector...
27 Jun
27 Jun
May 2018
Strategy
Backing Blighty
We consider the outlook for UK equities as they endure their Brexit induced 'darkest hour'...
23 May
23 May
Fund Research
Henderson Opportunities
Henderson Opportunities Trust aims to outperform the FTSE All Share by investing across the market cap spectrum...
23 May
23 May
March 2018
Fund Research
On target
Invesco Perpetual Select trust has a unique structure which lends itself to investing with a specific long term goal in mind...
15 Mar
15 Mar
Fund Research
Invesco Perpetual Select: UK Equity
A short introduction to the UK Equity income share class of this multiple share-class investment trust...
15 Mar
15 Mar
Fund Research
A fund for all seasons?
We examine the Invesco Perpetual Select Trust, which allows investors to switch between four share classes to suit their aims without crystallising gains...
15 Mar
15 Mar
Fund Research
Woodford Patient Capital Trust
A long-term growth focused investment trust which invests in early stage British companies, managed by one of the UK’s best known fund managers.
09 Mar
09 Mar
August 2017
Strategy
Carpe Discount…
We analyse just how much discount movements have on shareholder returns in the AIC UK All Companies sector...
02 Aug
02 Aug
Fund Research
Woodford Patient Capital Trust
A long-term growth focused investment trust which invests in early stage British companies, managed by one of the UK’s most successful fund managers.
02 Aug
02 Aug
Fund Research
Aurora
A UK trust that has undergone significant change that is now run using a highly-concentrated, value-based stockpicking approach...
02 Aug
02 Aug
Fund Research
Fidelity Special Values
A contrarian investment trust with a highly experienced manager investing in UK and international equities with a mid cap bias...
02 Aug
02 Aug
June 2017
Strategy
Brave new world
We find out how the outlook appears today to you, and ask the top managers in each sector, region and asset class where they see the opportunities in it...
29 Jun
29 Jun
Strategy
MAYDAY!
As the Conservative party founders, we examine the impact of last week’s disastrous election on trusts...
12 Jun
12 Jun
Strategy
Omnishambles...
Given the huge levels of political-induced uncertainty, we analyse recent drivers and themes within the UK equity market ahead of the upcoming election
07 Jun
07 Jun
Fund Research
Keystone Investment Trust
A top-performing UK equity trust that has recently undergone a change in managers...
21 Jun
21 Jun