The Investment Trust Forum

Welcome to the Investment Trust Forum – a dedicated 2-hour session designed to give you as much information as you need about whether to consider adding investment trusts to your portfolio.

Friday, 1st November 2024
Venue: Conference Room 1
Time: 1.30 pm – 3.30 pm (with a 20 minute break at 2.20 pm)

Host: Toby Finden-Crofts, Managing Director, Research in Finance

Hosted by Toby Finden-Crofts, Managing Director of Research in Finance, the Investment Trust Forum offers investors the chance to hear from renowned fund managers; take part in a panel discussion about global investment opportunities and to learn more about how to access investment trusts.

Investment Trusts have long been feted as an ideal vehicle for investors seeking to diversify their portfolio and, consequently, to minimise risk. Other popular reasons to consider include:

Diversify your portfolio Investment trusts are a type of collective investment, allowing you to spread risk across dozens of different companies Your investment is pooled together with others and run by a manager who buys and sells stocks and shares on your behalf to create a diverse portfolio.

Gain exposure to more hard-to-reach markets Investment trusts can be appropriate vehicles to access more less-liquid investments easily, such as commercial property, infrastructure projects, frontier markets or private companies.

Charge-up your investment returns Investment trusts have the option to borrow to invest, known as ‘gearing’. This generally increases the volatility of a trust’s asset value – and share price – which can mean a boost to returns in a rising market.

Generate more reliable income For income investors, a defining characteristic of investment trusts is the ability to retain income generated by its underlying assets. This can help level out dividend payments to investors.

Seats at the Investment Trust Forum are limited and delegates are requested to reserve your seat in advance at point of registration. Entry is complimentary and included with your entry ticket to the London Investor Show.