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Personal Finance Show: Building investment trust portfolios and the IPE resolution

A shareholder's view on the Invesco Perpetual Enhance Income resolution and analysing investment trusts
July 13, 2018

The saga engulfing the Invesco Perpetual Enhanced Income (IPE) investment trust came to an end last month following on from a dispute between the investment manager, Invesco Perpetual, and the board.

Peter Hewitt, shareholder and manager of the F&C Managed Portfolio Trust range, and Emma Agyemang, personal finance writer at Investors Chronicle, talk through the episode, the final resolution, and what investors should do when corporate spats affect an investment trust's share price.

Peter also discusses how he goes about building his portfolio of investment trusts, what he looks for in a fund, how he reacts to share price premiums and discounts, and why he chooses to solely use investment trusts over other collective investment funds.

Emma takes us through a novel fund launch from Jupiter. The firm's fund of funds team has launched an absolute return strategy that invests in a range of equity long/short funds. Emma explains how it will work, along with the pros and cons.

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