Investment trusts

The concept

Investment trusts are popular with professional and sophisticated private investors – and for good reasons. Investment trusts tend to have better performance than directly comparable open-ended equivalents, the managers have the scope to use cash and gearing to enhance returns and corporate governance is generally superior. At Money Makers we offer regular podcast interviews with leading experts in the field, including fund managers, investment analysts and independent media commentators. All these interviews are conducted in-house and are free to download. Sign up here for regular updates on the latest interviews.

The content

As well as our regular podcast interviews, the investment trust section of Money Makers also includes a calendar of upcoming investment trust announcements and detailed data on how individual trusts compare. The data page includes information on scores of individual trusts. The profile data includes capitalisation, stock market tickers, gearing and dividend yields. The performance section covers historical returns and all-important trends in discounts. Embedded links enable users to go directly to the trust’s own websites and to relevant analysis pages at two independent research firms, Morningstar and FE Trustnet.

Investment trust data

A calendar giving the key dates for UK investment trusts, including:

AGM | Announcement date for interim results | Announcement date for preliminary (final) results | Annual report released

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