EQi explains

Following on from Kepler’s recent announcement of their 2024 Investment Trust ratings,

We reveal the winners of our Investment Trust Ratings for 2024…by Thomas McMahon

Thousands of teenagers found themselves cash rich when the first Child Trust Funds (CTF) matured.

Corporate actions can be defined as any process initiated by a company for which it either has to inform investors or seek some form of approval. They can be either mandatory, where an investor has no say, or voluntary, where the shareholder has a voice in the matter.

Funds not only differ in the sectors or geographical territories they invest in, there are also different ways for them to be structured.

Selecting a fund or funds can seem overwhelming from the thousands to choose from, so here are some pointers to bear in mind.

Cash tucked away in a deposit account will offer very limited interest on your hard-earned savings. To generate a return ahead of rising prices it is worth considering putting your money to work in the financial markets instead.

Being a successful investor is dependent on a combination of factors - there’s no single winning formula. Yet experts are unanimous that an essential element of any portfolio is diversification.

Exchange traded funds (ETFs) are a specific type of fund that, as their name indicates, can be traded like individual shares on a stock exchange such as the London Stock Exchange (LSE).

If you are new to investing or not yet confident in picking your own investments, then the idea of investing in a fund probably seems a step too far. When in fact, one of the easiest and quickest ways to start investing and generate a regular income is to invest in an income paying fund.

The MiFID II regulation has a strong focus on consumer protection and ensuring that customers are sold the right products for their needs. This means that any organisation that helps to facilitate your investments has to ensure that they are MiFID II compliant.

For investors yet to shelter the maximum £20,000 for the current tax year, it’s important to work out the best route to take full advantage of the allowance.

While most funds on the market are what are known as open-end funds, or mutual funds, there is another option that has become exceptionally popular in recent years. Investment trusts have traditionally been less popular than mutual funds, but this is changing. Recent figures from the Association of Investment Companies (AIC) show that investments in these trusts reached record levels in the last twelve months.

The Markets in Financial Instruments Directive (MiFID) II came into effect on 3 January 2018 and delivered some significant changes to investing regulations in the UK.