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Investment Trusts for Income

Investment Trusts for Income

In our second of four seminars on investment trusts, on Tuesday 30 April, we discussed how they offer a way to access different sources of income around the world. We took a look at the best income-producing trusts across different AIC sectors.

Please view the videos and presentations taken from our speakers at the seminar to see what was discussed on the day. Please note that our editorial speaker videos are password protected so that our paying delegates have priority. All of the videos will be made available to everyone in one month’s time.





Investors Chronicle, John Hughman, Editor, Investors Chronicle


Welcome and introduction



Download John Hughman's presentation slides (PDF 0.98MB)


Annabel Brodie-Smith, Communications Director, Association of Investment Companies


Annabel Brodie-Smith is Communications Director at The Association of Investment Companies (AIC). Her role is varied but focuses on communicating the uses and benefits of investment companies to the media, opinion formers and private investors and she is responsible for the AIC's publications. Ms Brodie-Smith is managing the AIC's response to the Retail Distribution Review and the AIC have trained over 1,400 financial advisers in the last eighteen months. Ms Brodie-Smith is on the board of pfeg (the Personal Finance Education Group), the registered charity whose goal is to promote and facilitate the education of all UK school pupils about financial matters. After obtaining a B.A in Geography from LSE/King’s College, and an M.A from Syracuse University in the New York, Annabel went on to obtain a postgraduate diploma in public and media relations from the University of Wales. She then spent a year at Hill & Knowlton, where her work included working on the winning Athens 2004 Olympic bid, before joining the AIC in November 1997.


Overview of income sectors



Download Annabel Brodie-Smith's presentation slides (PDF 1.27MB)


John Baron, Investment Trust Columnist, Investors Chronicle


Building income into your portfolio



Download John Baron's presentation slides (PDF 836KB)


Nick Train, Fund Manager, Finsbury Growth & Income Trust


Fund manager investment strategy briefing



Download Nick Train's presentation slides (PDF 1.3MB)


Sarah Emly, Executive Director, JP Morgan Asset Management

Sarah Emly, Executive Director, is a portfolio manager within the J.P. Morgan Asset Management European Equity Group. She specialises in managing UK institutional portfolios. An employee since 1995, Sarah was previously an analyst in the UK and panEurope team before joining the portfolio management team in 1999. She holds a B.Sc. (Hons) in International Management and Modern Languages (French) from the University of Bath, and the Securities Institute Diploma, and is a Fellow of the Securities Institute. Sarah is a CFA charter holder.


UK Investment Trusts for Income



Download Sarah Emly's presentation slides (PDF 0.98MB)


Moira O'Neill, Personal Finance Editor, Investors Chronicle


Opportunities in global growth investment trusts: the best options from among investment trusts that invest on a global basis.



Download Moira O'Neill's presentation slides (PDF 869KB)


Panel and Q&A

- John Hughman, Editor, Investors Chronicle

- Annabel Brodie-Smith, Communications Director,

- Association of Investment Companies

- Moira O’Neill, Personal Finance Editor, Investors Chronicle

- Peter Hewitt, Fund Manager, F&C Managed Portfolio Trust.



Presentations by John Baron and Moira O'Neill are only available to delegates who attended the seminar on 26 March. Delegates will be emailed with the password, however, if you attended the seminar and did not receive the email, please email Lauren Drew at lauren.drew@ft.com.

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By Investors Chronicle,
07 May 2013

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