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Investment Trust Insights

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Seeking balance in the new normal

Seeking balance in the new normal

In this article, we look at how a multi-manager approach and flexibility to invest across different countries and sectors have combined to help the Bankers Investment Trust navigate a testing market environment, while delivering solid returns to investors.

Fund Manager December 2021 Commentary – City of London Investment Trust

Fund Manager December 2021 Commentary – City of London Investment Trust

Job Curtis, Portfolio Manager of The City of London Investment Trust, delivers an update on the Trust highlighting the significant events that took place during December, key drivers of the Trust’s performance, and the factors likely to affect the market in the coming months.

Smart Retirement Planning Guide: What to do when you hit the Big 5-0.

Smart Retirement Planning Guide: What to do when you hit the Big 5-0.

It’s never too early to start planning for retirement, but for many us, its when we’re around 50 – or as we like to call it, The Big 5-Oh – that we start to get serious. Don’t know where to start? Don’t worry, in this guide, you’ll find all you need to move from thinking about retirement to properly planning and acting on it.

How to invest in Investment Trusts

How to invest in Investment Trusts

Now that you’ve got a better idea of what you want from retirement and have worked out how to get there – it’s time for the final step… investing. Investment trusts can be a great way of saving for retirement because they can offer long-term outperformance, income benefits and exposure to a diverse range of assets under one umbrella.

The Smart Retirement Planning Series: Episode 1 – What I wish I had known about retirement.

The Smart Retirement Planning Series: Episode 1 – What I wish I had known about retirement.

In this episode, we talk to a panel of retirees to discuss when they started thinking about retirement, how they moved from planning to investing in their pensions, and how they monitored their progress throughout the years. Our retirees also reflect on what they would have differently and provide top tips for those thinking about retirement at the Big-50.

8 steps to Smart Retirement Planning

8 steps to Smart Retirement Planning

It’s never too early to start planning for retirement, but for many us, its when we’re around 50 – or as we like to call it, The Big 5-Oh – that we start to get serious. This article will take you through 8 key steps you should take for smart retirement planning and investing.

UK equities – the ultimate value market?

UK equities – the ultimate value market?

Portfolio manager Indriatti van Hien discusses why undervalued UK stocks have never looked more compelling.

Fund Manager December 2021 Commentary – Lowland Investment Company

Fund Manager December 2021 Commentary – Lowland Investment Company

Laura Foll, Co-Portfolio Manager of Lowland Investment Company, delivers an update on the Trust, highlighting the key drivers of performance, recent portfolio activity, and provides an outlook for the UK equity market.

Why Style and Quality Matter

Why Style and Quality Matter

In a market environment characterised by uncertainty and record low yields, some investors have leaned towards riskier segments of the market. However, at what cost? This article looks at how investors have navigated the testing market in the hunt for yield and how the Henderson Diversified Income Trust has stuck to its tried and tested investment approach to produce a consistent, stable, and sensible income for its shareholders.

Fund Manager December 2021 Commentary – Henderson European Focus Trust

Fund Manager December 2021 Commentary – Henderson European Focus Trust

John Bennett, Portfolio Manager of Henderson European Focus Trust, provides an update on the Trust highlighting factors affecting the European market and any changes made to the portfolio.

Fund Manager December 2021 Commentary – Henderson EuroTrust

Fund Manager December 2021 Commentary – Henderson EuroTrust

Jamie Ross, Portfolio Manager of Henderson EuroTrust, delivers his monthly commentary highlighting how the Trust performed in December, the key drivers/detractors from performance, and touches on recent portfolio activity.

HEFT Minisode: Review of 2021, outlook for 2022 – recovery set to continue

HEFT Minisode: Review of 2021, outlook for 2022 – recovery set to continue

In this episode, Andrew Chiguri and Tom O’Hara, Portfolio Manager of Henderson European Focus Trust, reflect on 2021 and how the Trust navigated the tricky market environment. Tom also touches on the outlook for the coming year and highlights the key factors that might affect stock markets in 2022.