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Investment Trusts

Vintage years in the investment company sector

With Foreign & Colonial Investment Trust, Britain’s oldest investment company, due to celebrate its 140th Birthday on 19 March, the Association of Investment Companies (AIC) has looked at investment companies celebrating vintage years in the wider sector - and there are a good many of them.

Lincoln Income Trust positioned for difficult UK market

The Lincoln Income Trust is positioned for slowing economic activity and stockmarket volatility in the UK this year.

Foreign & Colonial Investment Trust reaches 140-year milestone

Next week sees a remarkable milestone for the fund management industry as the Foreign & Colonial Investment Trust, a £2.5 billion London-listed company, clocks up a staggering 140-year track record.

New discretionary trust from Standard Life

Standard Life has launched a new discretionary trust to enhance its suite of estate planning solutions and to provide further flexibility in IHT planning.

Alliance Trust announce transfer of ISAs, PEPs and Share Plan wrappers

Alliance Trust Savings, the financial services company, today announces the successful completion of almost 4,500 ISA, PEP and Share Plan wrapper transfers from Allianz Global Investors’ (AGI).

JPMICT launched with approximately £108 million of gross assets

JPMorgan Income & Capital Trust plc (the “Company” or “JPMICT”) will be launched on Monday following a successful fund raising and reconstruction of its predecessor company, JPMorgan Income & Capital Investment Trust, at the end of that company’s planned life.

Barclays and BP’s dividend hikes good news for trust investors

Aberdeen Asset Managers (Aberdeen) believes recently announced increases in the dividends paid by some UK companies will benefit investment trust investors this year and over the long term.

F&C to launch Managed Portfolio Trust

F&C, the leading investment trust management group, is poised to launch one of the first new investment trust companies of 2008 by proposing to rollover its existing managed investment trust share portfolio services into a new vehicle: the F&C Managed Portfolio Trust.

Surge of power companies can light up stock market gloom

A revolution occurring in the world’s electricity supply can help power investor returns even through a recession according to a leading fund manager.

AIC publishes Venture Capital Trust factsheet

As investors and advisers explore potential opportunities in the VCT market in time for the end of the tax year, the Association of Investment Companies (AIC) has published a factsheet on VCTs available to download from the AIC website, theaic.co.uk.

SLI to offer 0% initial charge on investment trust range

Standard Life Investments, a leading fund manager, is to offer investors 0% initial charge on investments in its range of award-winning Investment Trusts during this year’s ISA season.

JPMorgan Asset Management launches guide to risk for trustees

As DC schemes look set to face another year of rapid growth in the midst of uncertain markets; JPMorgan Asset Management (JPMAM) has issued the latest in its DC Insights series, which identifies six key steps to understanding risk.

Only 3 months left to change your trust

With the start of the new tax year just over three months away, Standard Life is highlighting that those with certain types of trust have just three months left to consider making changes to them.

F&C re-launch investment trust website

F&C has re-launched its investment trust website with a clearer more user-friendly design.

UK Government gives up in £300m VAT battle with AIC

The Association of Investment Companies (AIC) and JPMorgan Claverhouse Investment Trust plc have formally won their lengthy legal test case against HM Revenue & Customs (HMRC) that investment trusts should be exempt from VAT on management expenses.