IN­VEST­MENT TRUSTS FOR GROWTH

Shares - - UNDER THE BONNET -

What­ever your ul­ti­mate in­vest­ment goals if you are look­ing to grow your port­fo­lio then in­vest­ing in in­vest­ment trusts can of­fer many ben­e­fits. In some in­vestors’ minds in­vest­ment trusts are solely syn­ony­mous with in­come, but there are many trusts that have a growth man­date, or a com­bi­na­tion of growth with in­come.

There are lots of dif­fer­ent ways that in­vest­ments trusts in­vest to gen­er­ate their growth. They can be used to get ex­po­sure to dif­fer­ent markets and as­set classes and un­der­stand­ing where and how they put their money to use can help you bet­ter un­der­stand which in­vest­ment trusts are right for you.

Come to the free In­vest­ment Trusts for Growth event to hear in­sights from lead­ing fund man­agers on how the in­vest­ment trusts they are re­spon­si­ble for achieve growth, get your chance to ask the ques­tions that mat­ter to you and net­work with your fel­low in­vestors.

Baillie Gif­ford UK Growth Fund

The Trust aims to max­imise cap­i­tal growth over the long-term from with the ma­jor­ity of as­sets held in a ‘best ideas’ port­fo­lio of ap­prox­i­mately 40 UK listed eq­ui­ties.

Hen­der­son Al­ter­na­tive Strate­gies Trust

Bench­marked against the FTSE World To­tal Re­turn in­dex us­ing a multi as­set ap­proach the Trust aims to ex­ploit global op­por­tu­ni­ties not nor­mally ac­ces­si­ble in one in­vest­ment ve­hi­cle.

Low­land In­vest­ment Com­pany

With an ob­jec­tive of de­liv­er­ing a com­bi­na­tion of in­come and growth the Low­land In­vest­ment Com­pany’s port­fo­lio is pre­dom­i­nantly UK fo­cussed and in­cludes a blend of large, medium and smaller com­pa­nies.

Fund­smith Emerg­ing Eq­ui­ties Trust

Us­ing the same strat­egy as the Fund­smith Eq­uity Fund the Fund­smith Emerg­ing Eq­ui­ties Trust in­vests in com­pa­nies that have their op­er­a­tions, or rev­enue de­rived from, de­vel­op­ing economies.

Fidelity Spe­cial Val­ues Trust

An ac­tively man­aged con­trar­ian trust, with a UK fo­cus, that in­vests in what it be­lieves to be un­der­val­ued stocks with growth po­ten­tial.

Click on this page for full de­tails and to reg­is­ter for your com­pli­men­tary ticket.

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