Over the last few years, fees and costs have become a lightning rod in the investment world, attracting the scrutiny of regulators, the media and the public alike. Investment trusts, with their independent boards acting partly on the views of shareholders, have been quick to respond. We review the changing fee landscape among investment trusts in 2018 through proprietary analysis, and discuss those which boards have done most to reduce costs for investors.
13 Dec 2018
Efficiency is everything
Polar Capital Technology Trust PLC (PCT:LON), 2,835 | Scottish Mortgage Investment Trust Plc (SMT:LON), 810 | Henderson Smaller Companies Investment Trust PLC (HSL:LON), 760 | City of London Investment Trust PLC (CTY:LON), 404 | JPMorgan American Investment Trust Plc (JAM:LON), 953 | Invesco Perpetual UK Smaller Companies Investment Trust PLC (IPU:LON), 398 | Mid Wynd International Investment Trust PLC (MWY:LON), 0 | Lowland Investment Co PLC (LWI:LON), 118
Efficiency is everything
Polar Capital Technology Trust PLC (PCT:LON), 2,835 | Scottish Mortgage Investment Trust Plc (SMT:LON), 810 | Henderson Smaller Companies Investment Trust PLC (HSL:LON), 760 | City of London Investment Trust PLC (CTY:LON), 404 | JPMorgan American Investment Trust Plc (JAM:LON), 953 | Invesco Perpetual UK Smaller Companies Investment Trust PLC (IPU:LON), 398 | Mid Wynd International Investment Trust PLC (MWY:LON), 0 | Lowland Investment Co PLC (LWI:LON), 118
- Published:
13 Dec 2018 -
Author:
William Heathcoat Amory -
Pages:
6
Over the last few years, fees and costs have become a lightning rod in the investment world, attracting the scrutiny of regulators, the media and the public alike. Investment trusts, with their independent boards acting partly on the views of shareholders, have been quick to respond. We review the changing fee landscape among investment trusts in 2018 through proprietary analysis, and discuss those which boards have done most to reduce costs for investors.