16 November 2021

Investment trusts rediscover their roots with a 21st century twist

Written by Ivan Sedgwick

Ivan Sedgwick comments on the FT's article on specialist investment trusts from this weekend:

At LGB, we have certainly found some of these funds useful as a way of accessing parts of the market that are otherwise inaccessible. Closed-end funds have advantages in that they do not suffer from liquidity constraints in the same way as other mutual funds do. On the other hand, they can trade on discounts when the sector they invest in moves out of fashion or if they fail to perform. Furthermore, they do not offer EIS benefits but are still definitely a worthwhile tool for diversification.

Read the full piece online here.

 

 

Recent Articles

24 January 2022

SRT Marine Systems plc – New Contract & MTN Issuance – January 2022

SRT Marine Systems plc (“SRT”) has announced the award of a new project worth £40m, leading to the issuance of £900k of notes under its recently enlarged £20m Medium Term Note (“MTN”) p Read more

Deals

20 January 2022

3 Things to boost your investment portfolio in 2022

Every year starts with resolutions. Read more

News & Insights

18 January 2022

Investment Review – January 2022

I was sitting in a presentation by one of the major UK wealth managers last week, to a group of charity trustees, and having listened to their rather gloomy outlook was expecting some sort of suggested changes to policy. Read more

News & Insights