Last year we published a number of studies showing that investment trust managers were counteracting the rise of passive vehicles by further concentrating their portfolios and using the advantages of the closed-end structure such as gearing and the ability to pay income from capital more aggressively. New analysis from the team at Kepler shows that that over the past five years, trusts which have seen the greatest reduction in number of stocks in portfolios have generated the highest levels of ....
05 Feb 2020
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The best form of defence
Martin Currie Global Portfolio Trust PLC GBP (MNP:LON), 0 | Monks Investment Trust PLC (MNKS:LON), 0 | Henderson EuroTrust PLC (HNE:LON), 0 | Mercantile Investment Trust PLC (MRC:LON), 228 | Fidelity Special Values PLC GBP (FSV:LON), 289 | JPMorgan American Investment Trust Plc (JAM:LON), 988
- Published:
05 Feb 2020 -
Author:
William Heathcoat Amory -
Pages:
6
Last year we published a number of studies showing that investment trust managers were counteracting the rise of passive vehicles by further concentrating their portfolios and using the advantages of the closed-end structure such as gearing and the ability to pay income from capital more aggressively. New analysis from the team at Kepler shows that that over the past five years, trusts which have seen the greatest reduction in number of stocks in portfolios have generated the highest levels of ....