Retail investors hungry for alternative investment trusts

Particular taste for esoteric trusts

Kathleen Gallagher
clock • 3 min read

Retail investors have been ploughing millions of pounds into investment trusts over the past 18 months.

While research has previously shown their interest in equity trusts, new research reveals they are increasingly allocating capital to alternative trusts, both new and established.  Investment Week surveyed a sample of 35 investment trusts with £28.7bn in assets under management, representing several different sectors. The research revealed retail shareholders made up an average of 35.5% of the register. One trust in the Association of Investment Companies (AIC) Flexible Investment sector had almost 60% retail shareholders, an infrastructure trust had 43% retail and the sample of private ...

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