June 2019
Strategy
Measure for measure
In the first of a two-part series, we examine the tools investors can use to assess how active a manager actually is…
26 Jun
26 Jun
Strategy
On track?
Six months in, we review the performance of our core preferred trusts for income, income and growth and high income...
19 Jun
19 Jun
May 2019
Strategy
On a roll
As Western economies show signs of their own 'Japanification', we explore the Japanese industries poised to take advantage of this change...
22 May
22 May
Strategy
Sweet or sour?
Three months in, we check up on the progress of our discount opportunities portfolio...
01 May
01 May
Fund Research
Aberdeen Standard Equity Income
The long-standing manager, Thomas Moore, utilities a bottom up approach to identifying opportunities, and is entirely index agnostic in his approach...
14 May
14 May
February 2019
Strategy
Sweet treats
The eight trusts with strong prospects, but wide discounts...
13 Feb
13 Feb
Strategy
Income for the long haul
With 'ISA season' looming we identify investment trusts which offer long-term, dependable income streams for yield-hungry investors...
06 Feb
06 Feb
Fund Research
Aberdeen Standard Asia Focus
The trust returned to form last year with strong relative returns as its focus on quality was rewarded in rough markets...
04 Feb
04 Feb
Fund Research
Aberdeen Smaller Companies Income
Under the watchful eye of a new manager, Aberdeen Smaller Companies Income targets income and capital growth from UK smaller caps...
01 Feb
01 Feb
November 2018
Strategy
Future shock
How the commercial property sector is coping with widespread disruption caused by the rise of the internet...
14 Nov
14 Nov
Features
Seeing through the fog
Asset allocators continue to look favourably to UK real estate for one specific reason above all others: - that it has continued to produce a healthy and reliable income return...
08 Nov
08 Nov
Fund Research
UK Commercial Property REIT
UKCM aims for an attractive income with the potential for income and capital growth from commercial property investments.
28 Nov
28 Nov
Fund Research
Standard Life Investments Property Income
Standard Life Investments Property Income aims to generate an attractive, reliable income through investments in UK commercial property...
12 Nov
12 Nov
October 2018
Strategy
Missing something?
As more and more of the world's most exciting companies delay listing, the opportunity in private companies has become too large to ignore...
17 Oct
17 Oct
Strategy
Information overload
Our analysis shows the long-term case for emerging markets remains largely unaffected by much of the negative newsflow surrounding the sector...
10 Oct
10 Oct
Events
The Investment Trust Advantage
Our recent conference for discretionary fund managers saw some of the UK's leading fund managers discussing the outlook for the world's major regions and asset classes...
16 Oct
16 Oct
Fund Research
abrdn Private Equity Opportunities
Standard Life Private Equity is a private equity fund of funds and is the only such trust with no performance fee...
17 Oct
17 Oct
Fund Research
Asia Dragon
This Asia Pacific ex Japan trust has undergone a significant transformation in recent years, with exposure to technology and China reflecting a new tilt towards quality...
02 Oct
02 Oct
Fund Research
Dunedin Income Growth
A UK-focused equity trust, which aims to generate a growing income while achieving capital growth in excess of the FTSE All Share...
01 Oct
01 Oct
July 2018
Strategy
The devil and the deep blue sea...
We are making a number of changes to our model portfolios, which have prospered (for the most part!) in a challenging environment...
25 Jul
25 Jul
Strategy
The Evergreen Annuity Portfolio
Our Evergreen Annuity Portfolio was set up to provide a high income, rising at least in line with inflation...
25 Jul
25 Jul
Strategy
The Bulletproof Income Portfolio
Our Bulletproof Income Portfolio was set up to illustrate the benefits of investment trusts in providing a stable income...
25 Jul
25 Jul
Fund Research
Murray International
Bruce Stout remains resolutely bearish and the portfolio continues to underperform against a momentum driven backdrop..
26 Jul
26 Jul
June 2018
Fund Research
Standard Life UK Smaller Companies
A quality growth small-cap trust with a long-term track record of outperformance through a buy and hold approach...
19 Jun
19 Jun
Fund Research
Aberdeen Standard Equity Income
A highly-differentiated UK trust which, thanks to the manager’s unconstrained approach, generates the majority of its income away from the most popularly-held stocks in the sector...
13 Jun
13 Jun