My favourite investment trust
We speak to four sub-35 wealth managers and analysts about an investment trust that has been a long-term favourite
The latest from our events
Turning on the income taps
Investment trusts have powerful tools at their disposal to produce a strong and reliable income stream
My latest investment trust purchase
Charles Stanley investment manager Katie Tasker most recently added Urban Logistics (SHED), first buying it in April 2020 and adding to the position in December 2021. The real estate investment trust (REIT) owns mid-sized logistics assets at the last mile of the supply chain.
2021: A bumper year for trusts
For the investment trust sector, 2021 has been a bumper year. “2021 has broken several fundraising records,” said Nick Britton, head of intermediary communications at…
Harnessing the power of the investment trust structure
Investment trusts have many structural advantages from using gearing and smoothing income to investing in private companies. At the final Sub35 webinar of 2021, wealth…
Go east for income and growth
Asia is rapidly becoming a dividend powerhouse. Dividends in the region have soared 139% in the past decade as pre-tax profits climbed 80%. That compares…
Big things with small beginnings
One of the most important attributes of investment trusts is their closed-end structure. This enables managers to take a longer-term view, knowing that they will…
Beating the dividend drought
Dividends from UK and global equities declined by 44% and 12% last year, yet 85% of investment trusts maintained or increased dividends paid to investors.That…
Managers of Monks are ‘unashamed optimists’
Investment managers are Baillie Gifford, the investment house behind Monks investment trust, are ‘unashamed optimists’. ‘In a world where headlines are prevailing negative, where negative…
Structural trends drive property market returns
UK commercial property price averages are misleading. That was the message from Frank Sanderson of Schroder Real Estate Investment Trust to Sub35 event delegates. While…