≡ Menu

investment trusts

Don’t be bamboozled by the hype – investment trusts aren’t sitting on mattresses stuffed with cash

{ 26 comments }

The Greybeard has updated his table of income-orientated investment trusts.

{ 13 comments }

When it comes to computing and disclosing charges, things are rarely simple in the investment world…

{ 14 comments }

Why would supposedly efficient markets ever allow funds to trade at more or less than the value of their underlying holdings?

{ 18 comments }

Our resident retirement expert updates his hand-picked selection of investment trusts that could suit retirees.

{ 39 comments }

A long wander through the woods of investing behaviour, via a look at the defiantly different Capital Gearing investment trust.

{ 24 comments }

The Greybeard explores the case for active fund management in retirement. In short, it’s not all about the costs for him…

{ 61 comments }

Equity income investment trusts are trading at a discount again. Is this the moment you’ve been waiting for?

{ 19 comments }

The Greybeard is betting on income investment trusts as his retirement vehicle of choice. Here’s why.

{ 52 comments }

Investment trust discounts and premiums

Investment trusts on a discount enable you to get more assets for your money. Or, if you like throwing money away, you can buy a trust at a premium.

{ 6 comments }

Fancy getting into bed with a mogul? I don’t mean a romp with Richard Branson, but rather by buying into a ready made empire on the cheap.

{ 5 comments }

Here are seven shares that the market is letting you buy for less than what they’re worth. Remember though that’s there’s no guarantee that gap will ever close, or even worsen.

{ 7 comments }

By buying shares that are priced at a big discount to their net assets, you might get a head start on making money – but there’s no guarantees in investing.

{ 10 comments }

Here’s a way for UK investors to get exposure to value-based smaller companies. The Aberforth Smaller Companies Trust currently looks good value, to boot.

{ 21 comments }

Caledonia is the sort of investment trust that takes you back in time – and sure enough, the discount suggests its best days are behind it. But I’m more optimistic.

{ 24 comments }

Psst! Wanna make more money? You can gear up by buying subscription shares, but beware there’s a risk of losing your entire investment.

{ 7 comments }

Income investment trusts are now trading at a premium, meaning new buyers are paying a hefty price for access to blue chip dividends.

{ 6 comments }

An investment trust that’s growing its assets and seeing the market’s valuation of them being re-rated can be a profitable thing to own.

{ 5 comments }

Anthony Bolton’s China fund surely won’t repeat his glory days, but it’s not a bad way to invest in China.

{ 25 comments }

Bolton’s got a great track record – but he earned it 6,000 miles away from Beijing.

{ 4 comments }

Here are a few good reasons to back Anthony Bolton in China via his new Special Situations Trust.

{ 1 comment }

Today is Anthony Bolton day on Monevator, in recognition of his exciting new Chinese investment trust.

{ 5 comments }

Alliance Trust says that the future of investment trusts could be in doubt if Europe’s AIFM Directive becomes law.

{ 7 comments }

I’ve put money into several small cap investment trusts. The aim is to make out-sized gains when the bull market really kicks in.

{ 0 comments }

Investment trusts explained

Investment trusts are companies that invest money in other companies, both listed and private, and/or other assets like bonds and property.

{ 7 comments }

Important: What follows is not a recommendation to buy or sell RIT Capital Partners. I’m just a private investor, storing and sharing notes. Read my disclaimer. Name: RIT Capital Partners Ticker: RCP Listed in: London (FTSE 250) Business: Investment vehicles More info: Digital Look / Google Finance Official site: RIT Capital Partners Some say it’s [...]

{ 7 comments }

Important: What follows is not a recommendation to buy or sell Prodesse Investment Limited. I’m just a private investor, storing and sharing notes. Read my disclaimer. Name: Prodesse Investment Limited Ticker: PRD Listed in: London (FTSE Small Cap) Business: Investment Entities More information: Digital Look / Google Finance Official Site: Prodesse Investment Key numbers for [...]

{ 2 comments }

(Image: rednuht) During a bear market in shares (like the bear market we’re in as I type), investors flee the scene like lemmings leaping off the Titanic. One effect of such pessimism is widening discounts on investment trusts. When nobody wants to buy them, big, venerable investment trusts can easily trade at 10% discounts to [...]

{ 5 comments }