Investment trust investors have had a brutal 12 months. Last November, our 2022 investment trust special issue highlighted just how widespread share price discounts to net asset value (NAV) in the sector had become. Since then, things have mostly got worse. There are opportunities for the patient investor, but you need to tread carefully and be prepared to wait for them to come to fruition.
Investment trust discounts persist – but so do opportunities
It has been a rough year for the investment trust sector, but this has thrown up opportunities investors should take advantage of, Val Cipriani writes.
The investment trusts that are buying back shares
Discounts among investment trusts have prompted a flurry of share buybacks, amounting to nearly £3bn worth of shares in the first nine months of 2023. Val Cipriani takes a look at which trusts are doing them consistently, and which are not.
The IC investment trust income portfolios: our changes for the year ahead
The idea that investment trusts provide a reliable income through thick and thin has truly been tested in recent years, and our two portfolios have succumbed to a similar fate. Dave Baxter speaks to our two experts to see what changes are needed to get them back on track.
Around the World in Eight Investment Trusts
Back for its 12th edition, Alex Newman takes you on a tour of the world, picking out the best investment trusts for different regions, strategies and styles. So pack your bags, buccaneering investor: we’re off once more on a globe-spanning pursuit of investment riches.
Find out which trusts he picked here
Why equity investment trusts are taking on more debt
An apparent peaking of interest rates has prompted some trusts to ramp up their gearing, boosting their chances of beating the stock market. Of course, things aren’t quite that simple, writes Leonora Walters. Gearing amplifies losses as much as it does gains, so knowing which funds have the right plans is vital.
Win £5,000 to invest in an investment company
The Association of Investment Companies (AIC), in partnership with Investors’ Chronicle, is offering readers the chance to win £5,000 to invest in an investment company of their choice
Fourteen investment trusts picked by professionals
Four fund managers tell us their favourite trusts for growth, income, wealth preservation and diversification.
See their picks, and their explanations, here
How to build a super-strength investment trust portfolio
Read all the articles in our investment trusts special report below
Investment trust discounts persist – but so do opportunities
The investment trusts that are buying back shares
The IC investment trust income portfolios: our changes for the year ahead
Around the World in Eight Investment Trusts
Why equity investment trusts are taking on more debt
Win £5,000 to invest in an investment company
Fourteen investment trusts picked by professionals
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