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The investment trusts offering shareholders a way out

We look at the trusts planning on returning money to investors this year
The investment trusts offering shareholders a way outPublished on January 23, 2025
  • Cash exits can help keep discounts narrow
  • We highlight a few opportunities

A number of investment trusts are set to offer exit options in 2025, giving investors the opportunity to cash in their investments at or near net asset value (NAV). Investors will have to weigh up whether to stay invested in the trusts for the long term, take the cash or even try to take advantage of any short-term opportunity that arises as a result.

Research by Numis has highlighted some 17 investment trusts that will or are expected to provide investors with some form of exit option between now and January 2026. These include trusts that offer redemption facilities every year, and some that do so less frequently.

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