Investment Trust discounts, benefits versus funds and ETFs, and sector trends with Winterflood’s Emma Bird

The UK Investor Magazine was delighted to welcome Emma Bird, Head of Investment Trusts Research at Winterflood, to lift the lid on the UK Investment Trust space.

Visit Winterflood Fund Insight here.

This podcast, which drills down into the fundamental factors at play in the Investment Trust space, is a must-listen for investors.

We start by looking at narrowing in Investment Trust discounts, particularly in private asset trusts, and the factors driving share price gains against NAVs.

Emma highlights particular sectors that offer value on a discount and income basis compared to the wider Investment Trust universe.

We explore some individual Investment Trusts that emerged as winners from the US election as investors positioned for President-elect Trump’s policies.

Emma concludes by outlining why investors should consider Investment Trusts over OEICs, Unit Trusts and ETFs.

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