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Investments: Investment Trusts

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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.

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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.

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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.

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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.

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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. 

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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.

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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”.

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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.

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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.

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Majedie Investments closes Javelin Capital

13 January 2014 1:07 pm | By Jon Yarker

Closed firm failed to gain material third party assets.

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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.

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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


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