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Investments: Investment Trusts

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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.

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Advisers' investment trust purchases on platforms up 66%

18 December 2013 12:17 pm | By Jon Yarker

Total purchase of investment companies in this period amounted to £241m.

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Witan adds two global equity managers in active push

2 December 2013 10:20 am | By Pamela Morris

Pzena Investment Management and Tweedy, Browne Company replace two of the trust’s long-standing US managers.

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Anthony Bolton on the most significant reforms in China for 30 years

25 November 2013 3:51 pm | By Adam Lewis

Third Plenum meeting in Beijing could be the catalyst for a change in stance.

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Regulator delays restructure of suspended death bond fund

19 November 2013 10:02 am | By Gary Jackson

The restructure of the suspended EEA Life Settlements fund will not be approved by regulators in Guernsey until further information is provided by the fund’s board.

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Nicholls eyes industrials for Bolton's Fidelity China Special Sits

19 November 2013 8:43 am | By Adam Lewis

Dale Nicholls may raise Fidelity China Special Situations’ exposure to industrials and reduce weighting to banks when he takes over portfolio.

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VCTs hit record funds under management

23 October 2013 12:13 pm | By Michael Berry

Venture capital trusts’ funds under management are at the highest point since their 1995 launch.

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Jupiter wins US small cap mandate with Siddles hire

22 October 2013 10:36 am | By Gary Jackson

Jupiter has hired former F&C man Robert Siddles to manage US small cap portfolios, winning an investment trust mandate in the process.

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Investors approve restructure of suspended EEA Life Settlements

18 October 2013 11:49 am | By Gary Jackson

Investors in the suspended EEA Life Settlements fund have voted in favour of a restructured proposed by its board last month.

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Alliance Trust MD Edward Troughton to leave firm

17 October 2013 12:19 pm | By Pamela Morris

Alliance Trust Investments managing director Edward Troughton is set to leave the firm.

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Investor concern after EEA death bond fund warns of ‘huge capital loss’

25 September 2013 3:34 pm | By Gary Jackson

Suspended EEA Life Settlement fund accused of scaremongering after warning investors that they face “a huge capital loss” if they do not vote in favour of a restructure.  

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Alliance Trust's Di Bon adds Mexican stocks on EM weakness

18 September 2013 9:52 am | By Pamela Morris

Ilario Di Bon takes advantage of recent weakness in emerging markets to add Mexican names, thanks to the country’s “compelling” structural story.

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Liquidity 'good' in large investment trusts, says Winterflood

17 September 2013 1:23 pm | By Pamela Morris

The latest monthly report also says the “majority of investment trusts offer reasonable liquidity”.

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Alliance Trust Investments bolsters fixed income team

16 September 2013 10:04 am | By Gary Jackson

Alliance Trust Investments has added two new members to its fixed income team

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Whitmore reduces 25 positions in Jupiter Income Trust

13 September 2013 8:23 am | By Pamela Morris

Manager of the trust Ben Whitmore has brought down or sold 25 holdings in a plan to further reduce the coverage ratio and boost diversification.

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Aberdeen All Asia eyes Japan-only mandate and looks to raise £100m

11 September 2013 1:26 pm | By Sam Macdonald

Shareholders will vote on the proposal next month.

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Threadneedle to launch asset-backed income trust

9 September 2013 12:13 pm | By Jon Yarker

The Threadneedle Asset Backed Income fund will target a net yield of 6 per cent.

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AJ Bell adds spate of ETFs and investment trusts to platform

22 July 2013 11:54 am | By Philip Scott

Additions take the number of ETFs and investment trusts to almost 200.

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Japan helps investment trusts outperform FTSE All Share

3 July 2013 8:08 am | By Philip Scott

Boosted by a strong rising market on the back of ‘Abenomics’ Japan funds were the overall investment trust winners for the first six months of the year.

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