Which investment trusts are boosting their appeal?

ITs

clock • 4 min read

Jackie Beard, director of closed-end fund research at Morningstar, surveys the largest investment trusts.

Since launching the Morningstar Analyst Ratings for Investment Trusts in January 2011, we have rated some of the largest investment trusts that are listed on a UK exchange, where portfolio information flow has been of a sufficient frequency and granularity and where we have had access to the fund management team. Of the top ten investment trusts by gross assets at the time of writing, six carry a Morningstar Analyst Rating. Only one has traded at a premium to its net asset value since the start of 2012 and that is Murray International. One year ago, the fund’s premium stood at arou...

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