Investment Trust Insights: Getting under the bonnet – a Research Masterclass

3 September 2021

Continuing our Investment Trust Insights Series
This session: Getting under the bonnet – a Research Masterclass

If you want to know more about researching in vestment trusts, this is the webinar for you.

In this practical session, Nick​ Britton, head of Intermediary Communications at the AIC, will demonstrate how to research and select investment trusts using the free tools available on the AIC website as well as annual reports and factsheets.

Taking two real investment trusts as examples, he will walk through a comparison of their strategy and objectives, performance, portfolios, discounts, gearing, charges, yield and other factors that are important to consider when researching investment trusts.

The session will conclude with information on other research sources and a Q&A.

Learning objectives: By the end of this webinar, you will be able to:
*Assess investment trusts as potential investments based on key data such as discount/premium, gearing, share price and NAV performance, and charges

*Use the AIC’s website to research investment trusts
*Identify other sources of research and information on investment trusts
[Main image: stephan-louis-unsplash]

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