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Funds & Investment Trusts

Top Stories

Herald shareholders reject US activist Saba's proposals
January 22

Herald shareholders reject US activist Saba's proposals

The surprise margin of the vote sends a message to the investment trust sector
How to vote in Saba's big investment trust battle
January 16

How to vote in Saba's big investment trust battle

We look at the case for backing or opposing the activist investor in each of its seven campaigns
The investment trusts cheaper than their fund siblings
January 10

The investment trusts cheaper than their fund siblings

Some trusts are a bargain compared with their open-ended equivalents
The shares and funds investors loved buying in 2024
January 09

The shares and funds investors loved buying in 2024

We look at the most popular assets on investment platforms last year
IC Top 50 Funds 2024: the best funds to buy
September 12

IC Top 50 Funds 2024: the best funds to buy

We reveal the best active funds to grow and protect your portfolios
How to pick the right investment trusts
November 14

How to pick the right investment trusts

Investors' Chronicle IT Special Report 2024: Everything you need to know about researching, finding and buying the right funds for your portfolio

Investment Trusts

The investment trusts offering shareholders a way out
January 23

The investment trusts offering shareholders a way out

We look at the trusts planning on returning money to investors this year
Herald shareholders reject US activist Saba's proposals
January 22

Herald shareholders reject US activist Saba's proposals

The surprise margin of the vote sends a message to the investment trust sector
What we learned from interviewing Saba
January 22

What we learned from interviewing Saba

Further details emerge about Saba's trust shake-up plan
'Can I gift to cut IHT and still live off my portfolio?'
January 17

'Can I gift to cut IHT and still live off my portfolio?'

Portfolio Clinic: Decades of patient investing have left this reader with substantial assets and a tax headache. Dave Baxter looks at the options
How to vote in Saba's big investment trust battle
January 16

How to vote in Saba's big investment trust battle

We look at the case for backing or opposing the activist investor in each of its seven campaigns
John Baron: Trust investors must stand up to US activists
January 15

John Baron: Trust investors must stand up to US activists

Expert Portfolio: John Baron explains why he will be voting against Saba’s proposal to oust boards at seven funds
Explore Investment Trusts

Index Funds & ETFs

The best multi-asset investment strategy for 2025
December 19

The best multi-asset investment strategy for 2025

Be ready for tariffs, interest rate volatility and a bagful of opportunities
'Can I retire at 55 on £70,000 a year?'
December 13

'Can I retire at 55 on £70,000 a year?'

Portfolio Clinic: A redundancy payout means our reader is ready to stop work and travel the world. But is his portfolio ready for the challenge? Taha Lokhandwala finds out
How to find value when investing in themes
December 09

How to find value when investing in themes

Being a thematic investor doesn't mean paying no attention to basic market metrics
Thematic ETFs are flying, but are they worth buying?
November 22

Thematic ETFs are flying, but are they worth buying?

The tech-heavy cohort has roared back to life this year
'How should we invest our £900,000 cash pile?'
November 22

'How should we invest our £900,000 cash pile?'

Portfolio Clinic: Our reader has a lot of assets but wants, and needs, to get more from his mountain of cash. Dave Baxter explores the options
November 21

Do we need an even racier way to own US stocks?

A new ETF bets big on the market leaders, but might be relying too much on historical trends
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Explore Index Funds & ETFs

Reits

Why it's time to rethink retail property
January 21

Why it's time to rethink retail property

There are more ways to invest than shopping centres – we pick out the best ways to buy back into this bargain space
This logistics Reit has been too cheap for too long
January 02

This logistics Reit has been too cheap for too long

The 'last mile' player is more agile and proactive than peers
Five predictions for real estate next year
December 19

Five predictions for real estate next year

There are reasons to be optimistic about the property sector following two years of glum news. However, not all players will be beneficiaries
A bargain way to bet on the office market recovery
December 12

A bargain way to bet on the office market recovery

With the pandemic well and truly a thing of the past, now is the perfect time to reconsider these unloved assets
Reits turn to managers in bid to cut discounts
December 03

Reits turn to managers in bid to cut discounts

The tide is turning on external managers in the sector
Warehouse Reit needs to focus on rental growth
November 21

Warehouse Reit needs to focus on rental growth

Warehouse Reit has good prospects, but certain risks remain
Explore Reits

Bonds

'Can I gift to cut IHT and still live off my portfolio?'
January 17

'Can I gift to cut IHT and still live off my portfolio?'

Portfolio Clinic: Decades of patient investing have left this reader with substantial assets and a tax headache. Dave Baxter looks at the options
How the bond market sell-off impacts investors
January 15

How the bond market sell-off impacts investors

Gilt yields have reached levels not seen since the financial crash. Holly McKechnie reports
January 14

Can Rachel Reeves get the bond market back on side?

Gilt market movements leave the chancellor more boxed in than ever
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Why bond yields are rising
January 14

Why bond yields are rising

The Squeeze: UK and US interest rates are rising but for different reasons
Will bonds finally recover in 2025?
December 19

Will bonds finally recover in 2025?

Waiting for a value asset to recover takes patience, but there are reasons to be cheerful with fixed income
Fund managers answer 12 key questions for 2025
December 19

Fund managers answer 12 key questions for 2025

We ask the professionals for their takes on how investors should approach what could be another year of macroeconomic and political upheaval
Explore Bonds
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