Investment Trusts for Different Markets

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Best Advice: Closed-end Fund Forum

About this talk

Investment trusts have some natural advantages: they can use gearing to maximise their exposure to a rising market and they can reserve income in stronger years to distribute in weaker years, for example. This makes them naturally suited to certain types of assets and markets. We will discuss the areas best-suited to investment trusts and why. For example, it might be UK for income or emerging markets for growth. In the interests of objectivity, we will also discuss the markets where investment trusts do not work as well. The discussion will also include a comparison with UCITS III and non-UCITS funds, the different type of powers they have, and where they might be more appropriate. Panel line-up: David Harris, InvaTrust (moderator) Stephen Peters, Charles Stanley Nick Wilcox, JP Morgan John Pattullo, Henderson Alex Barr, Aberdeen Peter Hewitt, F&C

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