Investment Trusts vs Open Ended funds - an open or closed case?


Originally published at:
It’s three years now since we began publishing quarterly comparable performance figures for open and closed-ended sectors, courtesy of our good friends at Canaccord Genuity. This ongoing quarterly snapshot is not about point scoring. Instead, it’s about educating advisers about the factors that can make a difference to investment company performance, such as discounts and…


Fascinating table and piece of analysis @nick_britton, the short term numbers aren’t as pretty but hey, who invests for that short a time scale.

I’m surprised that Japanese smaller companies have under performed though with the Baillie Gifford Shin Nippon fund being such a top performer. I wonder what fund has beaten that.