In the second video of our Trust Tactics series, below, deputy editor Kyle Caldwell runs through why investment trusts trade on either a premium or a discount. He also offers up some tips on how to assess the bargain credentials of trusts that trade on discount.
In the second episode of our new video series, Inside Track, Diverse Income Trust’s Gervais Williams tackles our 30-second ‘why should I invest with you?’ challenge.
Separately, the fund manager outlines Brexit opportunities for UK share investors.
The retirement landscape has changed dramatically since the pension freedoms were introduced four years ago (April 2015), handing retirees the ability to take control of their retirement savings.
Venture capital trusts (VCTs) raised £731 million in the 2018/19 tax year – the second-highest total on record in terms of overall fundraising after stripping out enhanced share buybacks.
JP Morgan Asset Management has joined the growing number of fund managers moving to offer a new home for holdings invested directly with them.
The firm is giving its 33,000 direct fund investors – those who invest in its open-ended funds – the option to transfer to Hargreaves Lansdown. No transfer charges will be levied.
In the first episode, we have City of London’s Job Curtis in the Inside Track hot seat, taking on our 30-second ‘why should I invest with you?’ challenge.
Separately, Curtis also runs through his latest additions and reductions to the portfolio, as well as explaining how he is playing Brexit uncertainty.
Although valuations for UK shares are at historically low levels as Brexit uncertainty continues to cast a dark shadow over our home market, investors are not attempting to buy the dip and are instead continuing to favour global funds.
Seven of the top 10 most popular funds in the month of March invest globally, with four being actively managed.
Pension savers will have to wait a couple of years to see all their pension details in one place, despite the government today (4 April) giving the green light for pension dashboards to be made available from this year.
Gold bullion saw an uptick in demand from private investors in the month of March against the uncertain Brexit backdrop, according to data from BullionVault.
The firm said its Gold Investor index, which measures sentiment based on trading among its 75,000 international and UK users, last month rose by 2.3 points to 54.5, its highest level in six months.