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
The Isa is a fantastic saving and investing invention. It wraps around your savings and investments, protecting them from tax on interest, profits and dividends, and is a wonderful way to build long-term wealth. To my mind, outside of the money you stash away for your pension, saving or investing into an Isa is a … Read more
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
Why do a fifth of savers quit investing? Wild markets, financial losses and jargon blamed by those who give up Some 55% of savers are not confident about understanding jargon Market volatility and underperforming investments deter savers A third of people have tried investing and stuck with it Making mistakes is inevitable, but you can … Read more
After the recent GameStop-fuelled market frenzy there will be more than a few investors nursing paper losses this week. The Reddit-fuelled surge that saw GameStop’s price rocket, as small traders battled short sellers, was not just a US phenomenon – the UK’s major investing platforms and apps also reported a rush to buy. Some who … Read more
My wife’s grandmother has a spare £100,000 that she wants to earn some income from to supplement her state pension. She has no private pension and is fed up with terrible savings rates. She does have more cash savings that will be kept separate, but she wants to get this money working harder, earning at least 3-to-5 … Read more
‘Gamestonk!!’ Everything you need to know about the astonishing GameStop shares saga – and the stock market state of play in early 2021 – is wrapped up in that one nonsense tweet from the world’s probably richest man. That word tweeted by Elon Musk on Tuesday night, with a link to the Reddit thread r/wallstreetbets, … Read more
What do you do about bitcoin? Nothing, has been the default stance of most institutional and private investors – until recently. The growing interest of adventurous individuals – both lucky and unlucky – has been well documented over the last few years. More significant is the increasing interest from institutional investors. The most striking example … Read more
Which is the better investment to hold, one that returned 17 per cent last year or one that returned 110 per cent? That’s a no brainer, isn’t it? Of course, you’d take the one that more than doubled your money. It’s not a theoretical question though; it’s one based on the 2020 tale of two … Read more
As 2020 proved, anything can happen, in the investment world and beyond. With the pandemic still sadly going strong, markets could be just as volatile and full of surprises – good and bad – this year too. Fund ratings agency FundCalibre has identified 12 funds and investment trusts to watch in 2021. They include funds … Read more