Trust in the future

Article Abstract:

The British investment trust industry faces a number of challenges, and has carried out marketing efforts and sought to reform governance. The role of private investors is one factor that has to be assessed in determining the future of the industry.

author: McLean, Colin
Industry Overview, Economic aspects, Financial services industry, Financial services

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Top of the Peps

Article Abstract:

Investment trusts personal equity plans seem to be preferred by United Kingdom professional investors, rather than unit trusts. Some trusts can offer good growth prospects because they follow the performance of larger companies. BMS Millsmith's Tim Johnson favors Mercury European Privatisation Investment Trust as relatively cheap, and backed by Merrill Lynch, so offering financial strength. He also favors the Smaller Companies Investment Trust from Gartmore.

author: Moss, Gail
Portfolio management

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When the going gets rough...

Article Abstract:

Monthly investment plans using investment trusts can offer investors a low-charge way of reducing risk through bad timing at a time when markets are falling. Charges tend to be higher for smaller investors, but this is less trust for investment trust savings schemes, which have very low charges. There is some loss of flexibility with these savings plans, while stocks in investment trusts can be sold at any time. Investment trusts are good investment vehicles for the long term, though some have wide discounts in relation to asset value.

author: Sefton, Caroline
Personal finance

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subjects list: United Kingdom, Investment companies
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