Whether it is in the context of the weekly shop or a car purchase, ‘value for money’ is a idea firmly embedded in consumers’ mindsets.
A decade or so ago, most investment trust managers ran regular savings schemes allowing monthly or annual purchases of their shares free, or for a nominal charge.
We look at the nuts and bolts of ETFs, what they aim to achieve and how they have become more sophisticated and nuanced.
Investment trusts usually outperform funds over the long term, but what are they and how do they differ from open-ended investment companies?
Although it doesn't happen very often, there are occasions when the manager decides to change the basis on which a particular fund or investment trust operates.
Making investment decisions for your Isa or pension can be daunting. There seems to be a lot of information available to find suitable funds, but little guidance to help the average investor navigate their way through it.
Passive funds and exchange traded funds (ETFs) have historically been the easyJet options in the investment world: cheap, no-frills choices with widespread appeal.
Provided you are comfortable with holding shares for at least five years, the tax benefits of VCTs are substantial.
It’s no longer necessary to choose between profit and principles: you can now invest in ethical funds, take out a green mortgage or open a savings account according to socially responsible values.