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Round-up: The Year in Investment Trusts Fees have come down, performance has once again been ahead of the open-ended sector and fund raising has been buoyant. We discuss the year in investment trusts, whether the sector is finally seeing the much-anticipated RDR bounce and whether some of the issues of investment trusts - such as the fund supermarket problem - are closer to a resolution.

Your panelists include:
Jackie Beard, Morningstar UK (moderator)
Justin Urquhart Stewart, 7IM
Jeremy Tigue, F&C Assest Management
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Dec 11 2013
27 mins
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  • Fees have come down, performance has once again been ahead of the open-ended sector and fund raising has been buoyant. We discuss the year in investment trusts, whether the sector is finally seeing the much-anticipated RDR bounce and whether some of the issues of investment trusts - such as the fund supermarket problem - are closer to a resolution.

    Your panelists include:
    Jackie Beard, Morningstar UK (moderator)
    Justin Urquhart Stewart, 7IM
    Jeremy Tigue, F&C Assest Management
  • The investment trust universe is becoming more diverse, enabling investors to incorporate some interesting and non-correlated assets into their portfolios. Among the trusts now available are litigation funds, floating rate note funds, loan funds, and diverse property trusts. Which have performed best? Which have proved to be a genuinely uncorrelated source of returns? Where do these alternatives funds fit in a portfolio?

    Your panel:
    Cherry Reynard (moderator)
    Ben Hayward, TwentyFour Asset Management
    Ian Barrass, Henderson
  • Much has been written and spoken about with regard to European elections, particularly in Germany. What will our expert panel make of the results, so far? What implications do they believe these results have for investors going forward into 2014?

    This session is intended to help advisers understand the issues and challenges of new political landscapes in Europe and how it may impact on investment decisions. We will discuss and try to answer questions that may be of concern and relevance to you, the adviser.

    Your panel:
    · David Harris (moderator)
    · Stephen Macklow-Smith, J.P. Morgan
    · Jeremy Thomas, Allianz Global Investors
  • We review the latest developments in investment trusts - new launches, new issuance, funds closing and restructuring. We look at the bull and bear cases for the different trusts - and how they can serve a range of investor needs - income, diversity, growth.

    The panel will also broaden this out into a wider discussion of the current market environment and how new issuance meets the needs of that environment - for example, the spike in bond yields, or the improving equity markets.

    Moderator: Jackie Beard, Morningstar UK
    John Yakas, Polar Capital
    Robert Worthington, J.P. Morgan Asset Management
  • Why is it important to diversify an income portfolio? What are the challenges of income in a low interest rate environment? Is this likely to change? How is the investment trust industry adapting to investors' income needs? The investment trusts sector offers an increasingly wide range of options to build an income portfolio, including property, infrastructure and emerging market debt in this panel session the speakers explore all the options at your disposal.

    Moderator David Harris, InvaTrust, will be joined by:
    - Innes Urquhart, Winterflood Securities
    - Alex Crooke, Henderson Global Investors Limited
    - Ben Ritchie, Aberdeen Asset Management
  • The first six months of the year have seen a startling rise in equity markets in spite of the lack of any real improvement in the wider economic environment. But the gains have been focused on certain sectors and geographic regions, while areas such as commodities have significantly lagged. In this panel we ask the following questions of the markets:

    • Is there still value in equity markets and if so, where?
    • What will be the key pinch points for the markets in the second half?
    • Which trusts are best equipped to generate strong returns in that environment?

    Moderator: Szymon Idzikowski, Morningstar will be joined by:
    - Peter Walls, Unicorn Asset Management
    - Phil Doel, F&C Investments
    - Bruce Stout, Aberdeen Asset Management
  • The investment trust industry is changing: Routes to market are becoming more effective, and platforms more receptive; charging structures are improving; discount mechanisms are modernising; and the structures of trusts themselves are changing. We talk about some of the innovations in the sector, analyse new launches and show how it is meeting the needs of investors.

    Panel:
    - Cherry Reynard (moderator)
    - Hugo Thorman, Ascentric
    - James Saunders Watson, J.P. Morgan
    - Annabel Brodie-Smith, The AIC
  • Investment trust managers tend to have a longer tenure than unit trust managers and this session looks to highlight the value of experience and longevity. Drawing out a number of the longest-serving managers in the industry and we ask them to share:

    • Their accumulated wisdom on investment markets
    • How their style and process have changed and adapted through different investment cycles
    • Whether history does repeat itself, or merely rhyme?
    • What have been the hardest markets to negotiate?
  • Complexity? Gearing? Lack of research? Platform pricing? Liquidity? Poor administration? We address some of the major issues and propose solutions in a live panel session where advisers will have the opportunity to question the experts on using investment trusts, asking them difficult questions on the structure. We also look at the knowledge requirements on investment trusts for advisers.

    Moderator: David Harris, Invatrust
    - James Robson, Plutus Wealth Management
    - Adrian Lowcock, Hargreaves Lansdown
    - Tony Yarrow, Wise Investment
    - Roddy Kohn, Kohn Cougar
  • For advisers to remain independent, they must now having a working knowledge of investment trusts. A panel of financial advisers discuss how they approach investment trust due diligence, manage liquidity and handle discounts. This offers an opportunity for advisers to understand how their peer group approach investment selection and regulatory obligations in regard to investment trusts.

    - Cherry Reynard (moderator)
    - Gill Cardy, IFA Centre
    - Andrew Merricks, Skerritt Wealth Management
    - Ben Yearsley, Charles Stanley

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