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 ...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Investment Trusts

Lewis Davison and William MacLeod: FCA's CCI a step backwards for investment companies

Lewis Davison and William MacLeod: FCA's CCI a step backwards for investment companies

'Double-counting' issue back on the table

Lewis Davison and William MacLeod
clock 09 April 2025 • 5 min read
Home REIT auditor BDO officially under investigation for 2021 assessment of ill-famed trust

Home REIT auditor BDO officially under investigation for 2021 assessment of ill-famed trust

Statements to year ended 31 August 2021

Eve Maddock-Jones
clock 08 April 2025 • 2 min read
AVI Japan Opps boasts 15% NAV jump as it seeks Fidelity trust merger

AVI Japan Opps boasts 15% NAV jump as it seeks Fidelity trust merger

NAV rises 15%

Sorin Dojan
clock 07 April 2025 • 1 min read
Trustpilot