This site uses cookies. By continuing to browse the site you are agreeing to our use of cookies. Find out more here.

Investments: Investment Trusts


WMA teams with AIC to fight Mifid II investment trust proposals

14 November 2014 12:19 pm | By Michael Berry

Investment trusts could be labelled “complex” under Mifid II rules which could hit damage high retail participation in the market, the WMA warns.


Morningstar: Investment trust monthly reports increase four-fold

23 October 2014 4:24 pm | By Sam Macdonald

The number of investment trusts reporting portfolio holdings on a monthly basis has more than quadrupled to 122 over the last two years.


Alliance Trust underperforms as value outpaces growth

25 July 2014 8:41 am | By Gary Jackson

The rotation from growth stocks to value hampered the performance of the £3.2bn Alliance Trust over the opening half of the year.


Brandeaux confirms IPO for suspended £1bn student property fund

2 June 2014 11:32 am | By Gary Jackson

Property investment house Brandeaux has confirmed that it will list its stricken Brandeaux Student Accommodation fund on the stock market as it seeks to repay investors.


Jupiter sees £465m of net inflows in Q1

11 April 2014 8:56 am | By Jon Yarker

Net inflows boosted the firm’s AUM to £32.2bn over the quarter. 


Brandeaux considers IPO for troubled Student Accommodation fund

21 February 2014 3:27 pm | By Gary Jackson

Property investment house Brandeaux is considering an initial public offering to create liquidity for its stricken £1bn Brandeaux Student Accommodation fund.


Could independence see trusts pull out of Scotland?

6 February 2014 10:28 am | By Pamela Morris in Edinburgh

Research by Winterflood Investment Trusts says investment trusts will have to consider if independence will ultimately leave them “disadvantaged”.


JP Morgan appoints head of trust sales

27 January 2014 3:01 pm | By Jon Yarker

Tim Mitchell joins from Investec Bank where he was co-head of investment companies.


Increased demand drives record low investment trust discounts

16 January 2014 | By Jon Yarker

On average, discounts for investment companies closed at 3.4 per cent in 2013.


Majedie Investments closes Javelin Capital

13 January 2014 1:07 pm | By Jon Yarker

Closed firm failed to gain material third party assets.


AIC: Trust discounts in 2013 lowest since records began

9 January 2014 11:42 am | By Jon Yarker

The investment company industry closed with an average 3.4 per cent discount in 2013, according to the Association of Investment Companies.


Regulator clears suspended death bond fund restructure

2 January 2014 8:33 am | By Gary Jackson

The restructure of the suspended EEA Life Settlements fund has been approved by the Guernsey financial regulator, which brings into sight a chance for investors to exit after two years.

AXA Wealth

Fund Data

Editor's Pick


Will providers be forced to pay out compensation over annuity misselling?

Job of the week

Latest jobs

View all jobs

Most recent comments

View more comments