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3 March 2017

Investors show strong interest in investment trusts

With a record number of respondents, FundCalibre’s February poll* asked if you’d prefer to invest via open-ended funds or investments trusts.

The results were neck and neck! Just over 40% said they like open-ended funds, while roughly the same amount typically opt for trusts.

This is excellent news for FundCalibre investors, as we have just this week launched our research on investment trusts! Beginning with 11 Elite Rated trusts, our new expanded service should give investors even more tools and knowledge to decide how they want to achieve their financial goals.

We’re all about providing independent research to help you invest. Investment trusts have become increasingly popular in recent years and people have been asking us for more information: Why buy trusts? What are the key differences between open-ended funds and trusts? How do trusts deliver a stable income?

Around 10% of poll respondents said they weren’t sure of the difference between open-ended and trusts. In line with our new research, we’ve also got a series of five short videos introducing investment trusts and how they work.

Start off with What is an investment trust? below and make your way through the lot. You can also read our guide: Five things to know about investment trusts.

*Results based on feedback from 214 FundCalibre visitors from 01/02/17 - 28/02/17

Past performance is not a reliable guide to future returns. You may not get back the amount originally invested, and tax rules can change over time. Our views are our own and do not constitute financial advice.

©2017 FundCalibre Ltd. All Rights Reserved. The information, data, analyses, and opinions contained herein (1) include the proprietary information of FundCalibre, (2) may not be copied or redistributed without prior permission, (3) do not constitute investment advice offered by FundCalibre, (4) are provided solely for informational purposes and therefore are not an offer to buy or sell a security, and (5) are not warranted to be correct, complete, or accurate. FundCalibre, shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use.