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Once a highly successful vehicle for income investors, the sector has suffered as inflation took hold
Sector is a big investor in renewable energy, where discounts have widened to 25 per cent
Select a strongly performing manager with skin in the game
Trusts can keep back reserves to cover dividends in difficult years
Ensuring valuations are detailed, conservative and fully independent is a lesson to be learnt
Troubled company that owns song rights for artists including the Red Hot Chili Peppers must now review its options
Group battles to persuade investors to continue backing its status as an investment trust
Boaz Weinstein’s hedge fund Saba has been buying exposures to UK trusts and sparking speculation of an activist campaign
Survey by asset manager Quilter Cheviot describes sector as ‘too cosy and clublike’
Payout income rises despite a fall in valuations
Nearly 40% of UK-listed investment trusts are under water
When interest rates fall, these funds should bounce back
Wealth management consolidation favours bigger trusts
Average discount across 14 PE trusts is 34 per cent
With governments banging the drum for infrastructure, retail investors should look hard at the opportunities
Active fund performance has been patchy, yet some hope the tide has turned, or point to the funds’ specialist edge
Scottish Mortgage shake-up highlights problems with unlisted stocks
More than £440mn has been raised by VCTs since the start of the tax year
But do your own research before you put them in the Christmas stocking
Managers were paid £117mn just before stock market turned
Unusually in the current environment, many have actually made money in the past year
Trusts offer ways into innovative companies even in tough market conditions
Gearing, charges and discounts are key factors as well as who manages the trust
Seven investment trusts have achieved more than 50 years of dividend growth — even in tough times
Remember to focus on the quality of the underlying holdings
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