Investment Committee – Investment Trust Insights – AIC

4 June 2021

This session begins by identifying the structural differences between open-ended funds and investment trusts, including discounts/premiums, gearing and the revenue reserve, and examines the implications of those differences for clients.

We’ll look at examples of how investment trusts can be used in portfolios, and address the practical question of how easy and cost-effective it is to use investment trusts on various adviser platforms.

NOTE – CPD not applied for viewing via recording

Learning objectives:

  • Describe the structural differences between investment trusts and open-ended funds, and their implications for an investor
  • Identify ways to use investment trusts in client portfolios
  • Explain the issues to consider when accessing investment trusts using adviser platforms
Watch Video

AIC Webinar

Professional Paraplanner