Investment Trust Portfolios

Consider an alternative growth investment strategy.

Discretionary Investment Management

Investment Trust portfolios

Investment trusts were a Victorian invention and flourished on the back of the wealth that the British Empire generated. They were a means to raise private capital to fund new developments, like railways and plantations across the world. They also allowed more moderate investors the same access to the stock market that had previously only been available to much larger capital investors and organisations. Throughout its long history, the investment trust industry has continued to adapt to meet investors’ needs. In the last decade, the infrastructure, debt and property sectors have evolved to satisfy demand for income.

The investment trust industry has continued to invest in groundbreaking opportunities including technology, biotechnology and healthcare, emerging and frontier markets, private equity and venture capital. These recent developments continue to make investment trusts both highly attractive and relevant to investors.

Investment Trusts portfolios usually benefit from lower fees, increased diversification and significantly better investment returns over the longer term than their equivalent open-ended investment funds.

Through the Crossing Point Heritage portfolios, we can offer investors access to closed end investment trust portfolios. These portfolios are managed in a traditional, long-only management style.

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Anthony Rotondo

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Chris Davies

Chris Davies

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Chris Davies

Chartered Financial Adviser
Phil Johnson

Phil Johnson

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Phil Johnson

Independent Financial Adviser
Kevin Jones

Kevin Jones

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Kevin Jones

Independent Financial Adviser
Tomiko Evans

Tomiko Evans

Investment Research Analyst View Profile

Tomiko Evans

Investment Research Analyst

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