Investors turn to passives
Our weekly round up of the best fund news, reveals how 2011 saw the highest net retail sales on record, two new ETFs launch, plus investment trusts topped the table of global large-cap equity funds in 2011.
Reasons to be cheerful
Nick Train explains why the bears have got it wrong - and reveals 'the most important event' of 2011 (it was nothing to do with the euro!)
Investment trusts with skin in the game
Managers who have personal holdings
North Atlantic Small Cap's manager highly invested
North Atlantic Smaller Companies's manager sets a good example by putting a substantial amount of his money into the trust, but with poor recent performance and high total expense ratio, the trust does not look like a compelling investment at present.
Caledonia Investments offers scope for re-rating
Caledonia Investments' management team is among the managers with most invested in their trusts and, although the trust has not performed well lately, it could present a buying opportunity while it is on a wide discount.
RIT Capital preserves wealth at a price
The Rothschild family holds a considerable chunk of RIT Capital Partners and its shares are in high demand due to its record of mitigating losses.
Hansa trusts in conviction
Hansa Trust takes aggressive bets on shares and sectors, though this has worked well over the long term
More funds news and views
-
You don't need a structured product
Many structured products are poor value and even the best just swap one set of risks for another.
-
Tax-free dividends
Tax breaks on VCTs and EIS are generous and, although the vehicles come with risk, it's worth considering the role they could play in your portfolio.
-
Absolute return fund let-down
Thames River Multi-Capital survey reveals that 'riskier' fund sectors are providing more consistent performance.
-
John Baron's Investment Trust Portfolio
Another contrarian call
John Baron explains why he's happy to defy the investment consensus, and why he's adding property exposure to his portfolio
-
Top marks for starter Isa portfolio
Our young reader has already built up a diversified Isa portfolio. Our experts give him some pointers.
