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Investments: Investment Trusts


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.


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.


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.


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.


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.


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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