Fund tips

Questor: boards are getting active and forcing lacklustre trusts to merge – who will be next?

Questor investment trust bargains: directors of trusts are starting to take seriously their duty to act in investors’ interests

By Danielle Levy 14 Jan 2021, 5:00am
Questor: our investment trust tip of the year – ‘This is one you can buy and lock away’

Questor investment trust bargain: Smithson, the Fundsmith for smaller stocks, proved itself during the pandemic last year

By Danielle Levy 7 Jan 2021, 5:00am
Questor: as vaccines and the Brexit deal transform the outlook, which trusts look cheap?

Questor investment trust bargains: some discounts have disappeared since the trade deal, but look deeper and there are bargains to be found

By Danielle Levy 31 Dec 2020, 5:00am
Questor: our investment trusts have delivered the goods in the most challenging of years

By Danielle Levy 24 Dec 2020, 5:00am
Questor: income trusts have passed the Covid test while their ‘open-ended’ rivals have struggled

By Danielle Levy 17 Dec 2020, 5:00am
Questor: keep Hipgnosis on your playlist as catalogue’s royalty income proves its resilience

By Danielle Levy 10 Dec 2020, 5:00am
Questor: vaccines cannot save unsustainable dividends

By Danielle Levy 3 Dec 2020, 5:00am

Questor: this trust’s open-ended ‘cousin’ is suspended. Can we afford to hang on?

Questor investment trust bargain: Downing Strategic Micro-Cap has suffered a number of misfortunes, including the failure of one holding

By Danielle Levy 26 Nov 2020, 5:00am
Questor: as vaccines bring hope to the markets it’s time to dip a toe into ‘value’ trusts

Questor investment trust bargain: value stocks never looked better priced and the trusts that own them offer high yields

By Danielle Levy 19 Nov 2020, 5:00am
Questor: this trust has lots of promise but the 19pc premium is on borrowed time. Sell

Questor investment trust bargain: Baillie Gifford China Growth is about to get the go-ahead to bring the premium down so bank profits now

By Danielle Levy 12 Nov 2020, 6:00am

Questor: this trust senses a ‘once in a generation opportunity’ – and its discount is 18pc

Questor investment trust bargain: the Gresham House Strategic trust’s unusual ‘private equity’ approach produced a 50pc gain last year

By Danielle Levy 5 Nov 2020, 6:00am
Questor: if Britain really is about to see inflation of close to 10pc, this is the trust to buy

Questor investment trust bargain: it’s a truth central bankers dare not utter – they must stoke inflation to make our debts more manageable

By Richard Evans 29 Oct 2020, 6:00am

Questor: this trust has lost 20pc – but we’re still betting on double-digit gains

Questor investment trust bargain: Dunedin is selling assets and handing the money to investors but the shares remain below their true value

By Richard Evans 22 Oct 2020, 5:00am
£550m investor: ‘We wouldn’t touch Tesla, Netflix or Zoom with a bargepole’

Backed by billionaire Peter Hargreaves, fund manager Stephen Yiu has outperformed since he launched his fund in 2017

By Marianna Hunt 16 Oct 2020, 6:00am
Questor: ‘Frontier’ markets are more Covid-proof – and extremely cheap

Questor investment trust bargain: young, healthier populations offer resilience to the virus but investors have nevertheless been fleeing

By Richard Evans 15 Oct 2020, 5:00am
Questor: Temple Bar sticks to ‘value’ investing. Can the new managers turn it around?

Questor investment trust bargain: this trust has endured a torrid time of late – but fresh leadership could change its fortunes

By Richard Evans 8 Oct 2020, 7:42am
Questor: as a second holding unravels, it is time for us to let go of European Opportunities

Questor investment trust bargain: another German finance firm held by the trust is under attack and the warning signs were there to see

By Richard Evans 1 Oct 2020, 6:00am
Questor: this trust owns ‘the right supermarkets in the right places’ – and it yields 5.3pc

Questor investment trust bargain: Supermarket Income Reit's stores cater equally to shoppers who visit in person and those who order online

By Richard Evans 24 Sep 2020, 5:00am
Questor: after a 109pc rise in the shares this trust is no longer a bargain. Should we hold?

Questor investment trust bargain: Manchester & London’s 21pc discount made it an attractive choice in 2017. Now the discount has almost gone

By Richard Evans 17 Sep 2020, 6:00am
Questor: coronavirus has hit these four trusts hard. Is it time to cut our losses and sell?

Questor investment trust bargains: UK smaller companies have felt the full force of Covid and shares in trusts that hold them have fallen

By Richard Evans 10 Sep 2020, 5:00am

Questor: the investors who once swarmed around Honeycomb have gone and it yields 10pc. Buy

Questor investment trust bargain: in a shock reversal, a 10pc premium has given way to a 20pc discount – yet the assets continue to perform

By Richard Evans 3 Sep 2020, 6:00am
Money Makeover: ‘I’m 63 – is £370k enough to retire on?’

Steve Mack wants to know whether his 11 funds and four stocks will see him through retirement

By Marianna Hunt 3 Sep 2020, 5:00am
Questor: egg on our face as Regional Reit cuts its divi. What did we miss?

Questor Income Portfolio: we made a schoolboy error of ignoring the market when the yield reached 12.6pc, but it's still high at almost 8pc

By Richard Evans 28 Aug 2020, 5:00am

Questor: Japan’s cash-hoarding firms have come into their own. Buy them via this trust

Questor investment trust bargain: while a number of Western companies struggle to invest, their Japanese counterparts can continue to grow

By Richard Evans 27 Aug 2020, 6:00am
Questor: will this diversified fund recover when the tech stock obsession starts to wane?

Questor Income Portfolio: the manager of Murray International thinks this starkly polarised market is poised to regain its balance

By Richard Evans 21 Aug 2020, 6:00am

Questor: as Invesco bond veterans step down from their funds, should investors worry?

Questor investment trust bargain: Invesco Enhanced Income and City Merchants High Yield have a new manager. What does it mean for investors?

By Richard Evans 20 Aug 2020, 6:00am
Questor: this German property trust is handling its twin challenges adroitly and we will hold

Questor investment trust bargain: Phoenix Spree Deutschland is managing to deal with a rent freeze and the pandemic at the same time

By Richard Evans 13 Aug 2020, 6:00am
Questor: it was ‘a great opportunity’ last year. But does holding micro-caps make sense now?

Questor investment trust bargain: they looked undervalued in 2019 and more so now – we just need to wait for bargain-hunters to step forward

By Richard Evans 6 Aug 2020, 6:00am
Questor: another secure-looking double-digit yield from property

Questor Income Portfolio: Real Estate Credit Investments yields 10pc but has reiterated its commitment to pay a ‘stable’ dividend

By Richard Evans 31 Jul 2020, 6:00am
Questor: a yield of 11pc and no prospect of a dividend cut? This trust looks too cheap

Questor investment trust bargain: AEW UK Reit seeks out hidden value in forgotten corners of the property market – with great success so far

By Richard Evans 30 Jul 2020, 6:00am
Questor: what is our VCTs’ dividend outlook – and how are they coping with Covid?

Questor Income Portfolio: our venture capital trusts seem to offer attractive incomes but we need to establish whether they're sustainable

By Richard Evans 24 Jul 2020, 6:00am
Questor: City of London notches up a 54th year of dividend rises. Why are rivals so reticent?

Questor investment trust bargain: some income trusts have not made any commitment – or even any comment – on their plans for divis this year

By Richard Evans 23 Jul 2020, 6:00am
Questor: social housing trust offers a safe home for residents – and for investors’ capital

Questor Income Portfolio: Triple Point Social Housing Reit is suffering no loss of rent and is still investing in new properties

By Richard Evans 17 Jul 2020, 6:00am

Web Analytics