MIGO Opportunities' Charlotte Cuthbertson: Activism sweetens returns from trust 'pick and mix'

'Primary catalyst for returns'

With historically high discounts across the closed-ended funds sector, bargain-seeking investors are spoilt for choice.

While recent activism has focused on conventional equity trusts, many of the most compelling opportunities lie beyond the funds that grab the headlines. Big-brand vanilla trusts were the sector's mainstay 20 years ago. The landscape has since exploded in size and scope, driven by alternative and innovative launches in private equity, renewables and infrastructure – particularly those offering alternative income to yield-starved investors. Friday Briefing: Investment trusts do need a shake-up, but Saba is going about it the wrong way However, since 2022, share prices have collapsed ...