Investment Trusts > All Investment Trusts (A-Z)

Advantages: High Net Asset Value
Disadvantages: Trusts True Value not known, High Risk Investment

...So buyers beware of Gresham House Investment Trust – Dangerous to buy after exceptional performance. Of course we all know the warnings that share prices can rise or fall. Perhaps in this case it should state the price could rocket and suck in new investors and then fall dramatically allowing the Directors to repurchase at a discount price? I have one golden rule when investing in high-risk shares. Simply if the share price falls by 20% below ...
...any loss. In this Trust at the current prices quoted I would buy at 160p and immediately set my sell limit at 128p. Before posting this I have just checked the current price it is down 20p today already quote 135p –140p. The price range has narrowed but I could have bought at 160p 10 minutes ago. Avoid; avoid no trust in this Trust. ... Read review

Advantages: Affordable payments/ oldest Investment trust in the world.
Disadvantages: Minimum payment increased to £50

I started saving with Foreign and Colonial when I started university, as I didn't wan't to graduate with just debt. Luckily, I set up my direct debit into the plan at £25 a month, just before they raised the minimum payment to £50 - totally unnafordable for a student. When I graduate, my share holding will hopefully be enough to pay off my overdraft. It takes about ten days to release money from your fund - but that is probably a good thing because ...
...money. The company has very low charges, which you don't really notice, as the share growth is good. Recently, an American firm that holds shares in F&C has put forward a motion to the board, calling for the company to be wound up and the assets shared between shareholders. It is unlikey that this will be approved at the AGM, but if it is, I could get a tidy profit. Now might be the time to take an interest in F&C! ... Read review

Advantages: Flexibility, low fees, transparancy
Disadvantages: There is risk in all stock market investments

...savings plan provided by the Witan Investment Trust. The advisor speaking praised Witan's Jump Children's Savings Plan for its low and one off investing fees, its total transparency - you can obtain information on company investments and check daily in the stock market listings on the share price for Witan, flexibility and the no penalty policy should you need to cash in at any time. The scheme is aimed at parent's, grandparents, godparents etc who ...
...substantial lump sum. The Witan Investment Fund was set up in 1909, is one of the UK's largest investment funds and is managed by Henderson Global Investors. It has £1.6 billion in investments and over 50,000 investors. The fund is aimed at long term investors and minimises risk by spreading its investing among 250 large blue chip global companies and a number of smaller ones with good long term potential. As an example: £50 per month paid over ... Read review

Advantages: Gains in line with market, balance portfolio
Disadvantages: Equity risk, Gearing

...way to invest. Anglo & Overseas Trust PLC announced that at the close of business on 7 February 2003 its Net Asset Value (NAV) per share was 173.50p, which compares to the current share price of 140p. The Anglo & Overseas Trust has taken my eye for some time; indeed I currently hold a small investment in it via my private pension fund. The reason this trust was chosen was due to the fact that it mirrored the overall stock market while having exposure ...
...as markets changed across the globe. Relying on the fund managers is always a risk, will they perform in line with the global markets are not; well we hope they will perform better. A Board Meeting is to be held on Thursday, 27 February 2003 when they will declare the annual results for the year ended to 31 December 2002. They will also declare a final dividend which hopefully will increase on last year, but who knows with the markets they way they ... Read review

Advantages: Offers cost effective exposure to the Chinese and Taiwanese financial markets, Potential rewards could be large
Disadvantages: Highly speculative and high risk, not for investors who are risk averse, Potential losses could also be large

...bit of oriental spice. The Fleming Chinese investment trust is a highly speculative investment from my point of view. I only invested a small amount of money that I could afford to lose due to the highly risky and volatile nature of this trust. Fortunately, I managed to purchase shares in this trust close to the all-time low of just under 30p. Since purchasing the shares they have risen to an all time high of almost 90p (in June/July 2000). The ...
...(just over 100% return in 3 years). I am pleased with how successful this investment has been for me. The trust is relatively small in size at £44.8m and the shares are on a discount of around 15%. The investment trust is managed from JP Morgan Flemings Hong Kong Office by Steve Luk. Very little of the trust is actually invested in mainland China (only around 2%). Around 63% of the trust is invested in the Hong Kong market and around 35% is invested ... Read review