Investment Trust Update | 11th August
UK Equities: Time to focus on quality or value? | Investment Trust Edge
- 16 mins 05 secs
UK Equities: Time to focus on quality or value? | Investment Trust Edge
After several years of being unloved, cyclical stocks are making a comeback. What does it mean for managers that have a value investment style and for those with a quality bias? Our panel looks at the issues with a particular focus on Nick Train of Finsbury Growth & Income and Alex Wright of Fidelity Special Values.
Taking part are:
- Nick Greenwood, Fund Manager, Miton
- James Burns, Partner, Smith & Williamson
- Simon Elliott, Head of Research, Winterflood Investment Trusts
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Invesco Perpetual has grown to become one of the largest and best regarded investment managers in the UK. Key to our success has been a relentless commitment to investment excellence and focus on helping investors achieve their financial objectives.
At Invesco Perpetual we manage a range of nine investment trusts. Varying from the relatively new to having over 125 years' history, at the heart of each one is the same commitment to investment excellence. Each of the trusts is diligently managed with long-term performance in mind, based on an active, high conviction approach to investing.
At Schroders, asset management is our business and our goals are completely aligned with those of our clients - the creation of long-term value. We launched our first investment trust in 1924. Our range provides investors with access to a range of nine distinctive investment opportunities including: UK and Japanese equities, Pan-Asian equities and commercial property.
Aberdeen is a leading manager of investment trusts with over £5.5 billion of assets. Aberdeen investment trusts focus on the following areas: Asia, emerging markets, globally invested funds, Japan, North America and the UK; as well as specialist sector funds and a tracker trust.
Fidelity Investment Trusts search for companies with strong investment potential across five key investment regions - the UK, Europe, China, Japan and Asia (excluding Japan).
The cornerstone of our investment style is in-depth research. In each investment trust, you get a carefully selected and structured portfolio designed to optimise returns while managing investment risk. The result is a flexible and easy way to put your money to work - wherever you want to invest.
Fact sheets:
The Association of Investment Companies (AIC) provides training, statistics and industry data for financial advisers and wealth managers who use investment trusts. Among the free services
provided are:
- Face-to-face training seminars and workshops
- Online training
- Bespoke training for individual firms
- Performance data and fund statistics
- Quick, easy access to factsheets and reports
- A monthly industry update, "Spotlight"