Best performing funds and investment trusts since the start of 2021

Funds investing in the UK were some of the top performers in the first quarter of this year as Britain’s fast roll-out of vaccines has tempted some investors to bet on the country’s recovery.  The Investment Association’s UK Smaller Companies sector came top of the table, with returns of 9 per cent in the first … Read more

Britney Spears ‘trusts’ Jodi Montgomery to replace father Jamie as her conservator

Britney Spears has set her hopes on her care manager Jodi Montgomery replacing her father Jamie Spears as her conservator and believes things could be looking up if she’s successful. The 39-year-old pop superstar not only ‘trusts’ Montgomery to take over her conservatorship, but insiders say her life ‘would drastically change for the better’ if … Read more

The top performing funds and investment trusts since Isas were launched in 1999? 

The final year of the last millennium: a total solar eclipse was eclipsed by cloud in the skies above the UK and the euro was born. Perhaps with less fanfare, the individual savings account was launched. But keen savers who piled into a stock and shares individual savings account in April 1999 – and those … Read more

OxyContin maker Purdue to use trusts and Sackler cash to settle opioid lawsuits

The billionaire Sackler family, who own OxyContin maker Purdue Pharma, has agreed to pay nearly $4.3 billion to resolve thousands of lawsuits accusing them of fueling the opioid crisis in the United States.  The huge payment from the Sacklers is part of a larger restructuring plan filed by Purdue on Monday night that intends to get the Connecticut-based … Read more

Dividend Heroes 2021: Trusts that raised payouts as firms hacked back

The Dividend Hero investment trusts that raised payouts even as firms hacked back… and some have lifted income since The Graduate hit the screens By Simon Lambert For This Is Money Published: 12:53 GMT, 15 March 2021 | Updated: 13:12 GMT, 15 March 2021 The Dividend Hero investment trusts that bucked the trend and increased … Read more

Dividend Hero investment trusts 2021 revealed: Payouts rose as market collapsed

The Dividend Hero investment trusts that raised payouts even as firms hacked back… and some have lifted income since The Graduate hit the screens By Simon Lambert For This Is Money Published: 12:53 GMT, 15 March 2021 | Updated: 12:53 GMT, 15 March 2021 The Dividend Hero investment trusts that bucked the trend and increased … Read more

Edward Bonham Carter trusts robots to pick stocks

Judging by his sprightly appearance on our Zoom call, Edward Bonham Carter has spent a good chunk of lockdown twisting and stretching on his yoga mat. The fund manager, 60, reveals that regular sessions at his bolthole in the South Downs have been the key to maintaining his svelte physique – and his mental wellbeing.  … Read more

Investment trusts have outperformed funds in most major sectors over ten and twenty years

Investment trusts have beaten funds on returns in most major sectors over ten and 20 years – but can you still find a bargain as discounts narrow? New research from Interactive Investor has found investment trust sectors have outperformed most of their open-ended counterparts over ten and 20 years UK Equity Income trusts have outperformed … Read more

Historian behind National Trust’s imperial project launches extraordinary attack on ministers

Chartwell, Kent Chartwell’s land has history dating back to the 14th century and it is thought to have been built on as early as the 16th century, with Historic England noting that some of the Tudor brickwork is still visible on external walls.  Chartwell, now a Grade I listed building, became the family home of … Read more

New research finds investment trusts are still the secret sauce to becoming an ‘Isa millionaire’

More than 700 holders of investing Isas that rank at more than a million pounds have one clear thing in common – a hefty weighting towards investment trusts, according to a leading Isa platform. Interactive investors has revealed that among the 731 pots of a million pounds or more that are held with it, closed-ended … Read more