FCA and Treasury launch consultation on streamlined regime for asset managers
Including bespoke rules for investment trusts and VCTs
Investment trusts
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Gold soars, tech slumps: What happened in markets in March?
Eight of the top 10 funds for the month were gold and precious metals funds
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Kepler reveals rated investment trusts for 2025
Winners across growth, income and alternative income categories
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FCA launches CCI retail disclosure consultation
New product framework for CCIs, including investment trusts, aims to simplify information for retail investors
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Nick Train: Sage went from my worst detractor to my best performer
His second biggest holding dragged on Finsbury Growth and Income’s performance in 2024
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UK cash savings surpass £2trn for first time
Savers added £51bn to cash this year, but it could be a less attractive option now interest rates are falling
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MPS: Smaller-value clients face restricted access
The reluctance of platforms to allow for fractional trading means the inclusion of ETFs and investment trusts within MPS is being constrained
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Kepler: Lack of clear framework for trust fee disclosure causes confusion for investors
25% of Kepler’s retail investor base plan to allocate more to investment trusts following the change in disclosure rules
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Are investment trusts celebrating too soon over cost disclosure?
Platforms may have thrown a spanner in the works
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Alliance Witan makes manager change as portfolio transition completes
Alliance Witan investment manager removes Black Creek Investment Management from portfolio
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Investment companies will no longer be required to produce KIDs
A draft Statutory Instrument proposed by HM Treasury found EU-inherited cost disclosure rules are ‘not accurate’
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AIC: More wealth managers willing to go off buy list for investment trusts
Discounts cited by over 80% as reason to buy