Investment Trust Quirks…And How To Manage Them

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Best Advice: Closed-end Fund Forum

About this talk

Advisers have traditionally been put off investment trusts by perceived complexity. In reality, closed-ended funds are no more complex than open-ended, but it is worth examining the ‘tricks of the trade’ and how expert investors in investment trusts manage the quirks of investment trusts, notably discounts, liquidity and governance. Investors will also talk through where they use investment trusts and where open-ended funds might be more appropriate. Jackie Beard, Morningstar (Moderator) Julian Cane, F&C Investments James Moseley, Winterflood Securities Peter Walls, Unicorn William Hemmings, Aberdeen Asset Management

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