Look out any day now for the publication of the Investment Trusts Handbook, a new 350-page annual compilation of data and insights about the investment trust sector. Investment trusts are often described as the City’s best kept secret – and certainly in my experience they are the favoured choice of those who know most about investing in funds.
I am a fan of Terry Smith but I wonder how many others in the fund management business are, given his knack of puncturing some of the carefully-developed myths that help to keep the rest of the industry going. His latest offering. a “sustainable” global equity fund, is a clever and well-judged attempt to highlight the flaws in the way that many other funds in this fashionable sector are in practice put together.
This interview first appeared in the Property Chronicle in September 2017. You can read other Property Chronicle content for free by following this link. Gerald Kaye is a 20-year veteran at Helical plc (formerly Helical Bar) and has been CEO since July 2016. His office overlooks Hanover Square, which today still looks like a bombsite, thanks to the ongoing Crossrail construction work.
AIC's Ian Sayers on the bonkers new KID regs for investment trusts. "I must be one of the few Chief Executives of a trade association who has been inundated by complaints from his members that a regulator is forcing them to overstate their performance and understate their risks"
interesting analysis that suggests that remaining in EEA is a sensible path through Brexit negotiations that preserves optionality and possibility of a better long term outcome while meeting most sensible Leave voters aspirations and avoiding messy exit - encouraging if correct.
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