June 2023
Strategy
Let's go round again?
Discounts have ballooned across the investment trust world, but our analysis shows we've been here before...
14 Jun
14 Jun
Strategy
Under pressure
We identify the equity trusts which have delivered the best downside protection in recent years...
07 Jun
07 Jun
Fund Research
CT UK High Income
CHI’s high-conviction strategy offers an attractive yield and a very different underlying exposure…
21 Jun
21 Jun
Fund Research
Dunedin Income Growth
DIG offers several differentiating features which help it stand out in a competitive peer group…
16 Jun
16 Jun
May 2023
Events
Five alternatives for income investors
Watch the presentations from our event focused on trusts delivering income via a diverse range of strategies…
24 May
24 May
Trust Issues
Finding the best UK stocks for income, with Dunedin Manager Rebecca Maclean - Podcast: Trust Issues #16
We talk valuations, European stocks, options writing and UK M&A...
26 May
26 May
Features
The outlook for dividends as bond yields rise
Bond yields are now at their highest level in a decade, pushed up by rising interest rates. What does this mean for the relative merits of dividend-paying equities? David Goldman, manager on the BlackRock Income & Growth Investment Trust, looks at why they may still have appeal...
26 May
26 May
News
Results analysis: Edinburgh Investment Trust
EDIN has delivered impressive outperformance since the new manager took over in March 2020…
31 May
31 May
March 2023
Strategy
Diversity matters
We examine the effect of blending multiple funds within your regional allocation and find that – while the culture wars may rumble on elsewhere – the benefits of diversity for investors are unarguable…
16 Mar
16 Mar
Fund Research
City of London
CTY’s managers aim to keep as many eggs in the basket as possible…
02 Mar
02 Mar
February 2023
Strategy
Go your own way
Our analysis shows that investment trusts offer better diversification for those seeking income from equities...
01 Feb
01 Feb
News
Results analysis: BlackRock Income and Growth
BRIG has proved resilient to market wobbles and is a differentiated income proposition with the discount close to double digits…
10 Feb
10 Feb
Fund Research
Schroder Income Growth
SCF has a strong track record of delivering income and capital growth…
20 Feb
20 Feb
Fund Research
Shires Income
SHRS’s differentiated approach to income has led to a high yield and the potential for growth…
15 Feb
15 Feb
November 2022
Strategy
Guns n’ roses
A sustainable future for the free world may depend on investments in weapons and oil as well as traditional ESG friendly assets…
23 Nov
23 Nov
Strategy
Bottom fishing
What can history tell investors about calling the bottom of a market?
16 Nov
16 Nov
Strategy
The stability dividend
Our analysis shows that trusts paying a regular income suffer less discount volatility...
02 Nov
02 Nov
News
Results analysis: Edinburgh Investment Trust
EDIN has outperformed over three years, doing particularly well under the new management team…
25 Nov
25 Nov
Fund Research
Troy Income & Growth
TIGT aims to provide a truly sustainable income and capital growth solution for the long term…
16 Nov
16 Nov
Fund Research
CT UK Capital & Income
A differentiated income approach by CTUK that continues to build on its ‘Dividend Hero’ status…
16 Nov
16 Nov
Fund Research
Invesco Select: UK Equity
IVPU’s managers aim to provide a differentiated, all-weather option for equity income investors…
09 Nov
09 Nov
Fund Research
Edinburgh Investment Trust
A new look, better-balanced EDIN portfolio has delivered strong performance…
01 Nov
01 Nov
October 2022
Strategy
Money for nothing
Debt measured at fair value has had a positive impact on NAV returns for a number of investment trusts this year...
26 Oct
26 Oct
Fund Research
Dunedin Income Growth
DIG offers a differentiated approach to income investing...
20 Oct
20 Oct
Fund Research
City of London
Longest (dividend growth), largest (market cap), lowest (charges)...
07 Oct
07 Oct