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Investment Trust Insider - Comment & Analysis

Ian Cowie: is it time for me to sell Worldwide Healthcare?

Six months after the departure of fund manager Sam Isaly, Worldwide Healthcare Trust appears to be going off the boil.

James Carthew: Middlefield – North America with income

The 5% yielding shares in Middlefield Canadian Income are a good way for UK income investors to diversify their portfolios.

Lindsell Train: the ‘ten-bagger’ trust with a nine-year future?

Nick Train’s highly rated global investment trust notches up another successful 12 months, achieving ten-fold rise in its shares over 17 years. Concern about succession issues at its fund manager continue to worry chairman Julian Cazalet, however.

Investment Trust Watch: make a BEE-line for this Baring trust

Baring Emerging Europe, the last trust standing in its sector, trades on a wide discount and offers diversification for contrarian investors.

Canaccord: ‘buy’ Fidelity China after another excellent year

Canaccord Genuity analyst Alan Brierley abandons long-standing caution on Fidelity China Special Situations, upgrading highly geared trust to ‘buy’ from ‘hold’ after another impressive year of performance.

US shares cheapest since 2014, says Witan’s Andrew Bell

US stock valuations have been a cause of concern for some time but Witan chief executive of global multi-manager trust believes world's largest stock market is cheaper today than four years ago.

Montanaro does the splits but misses small-cap trust rally

Montanaro UK Smaller Companies proposing five-for-one share split as its performance continues to lag rivals, despite return of former manager Charles Montanaro last year.

Syncona caps off stellar year with two new investments

Syncona's chief executive Martin Murphy says 'the model is working' after its life sciences portfolio delivers a 57.2% return over the 12 months to April.

Ex-Goldmans star Khemka launches no-charge India trust

Former star Goldman Sachs emerging market fund manager Prashant Khemka hopes to raise £200 million for Ashoka India Equity, an investment trust that will only charge investors a fee for outperformance.

Why Seneca Global Income & Growth sold Civitas

Seneca Global Income & Growth trust's team explains why alarm bells rang regarding their investment in Civitas Social Housing back in February.