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Investment Trust Newsletter

Investment Trusts offer excellent long term capital growth with a spread of risk AND short-term money-making opportunities.

Invest in a subscription to Investment Trust Newsletter now to gain access to information which could determine the future performance of your life savings, pension, school fee saving plans,personal equity plans and your bank balance!

Published since 1996, Investment Trust Newsletter provides private investors with the only monthly published independent advice on how to buy the right trusts at the right time. We also tell you when to sell. There are over 400 quoted investment trust securities, and trusts' performance can vary enormously, even within the same category.

Investment Trust Newsletter offers insight backed by rigorous analysis into the trusts on offer. Where we can, we meet the managers of investment trusts face-to-face, enabling us to get the real story behind their performance.

Investment Trust Newsletter aims to spot rising stars among fund managers. Most features cover already successful managers. We seek to uncover those just beginning to perform or tell you about top fund managers who have a low profile among private investors.

We also provide a summary of the major research notes of the month from the leading institutional stockbrokers in the sector such as Cazenove, Cenkos, UBS, Arbuthnot, WINS Investment Trusts, Fairfax, Teather & Greenwood, and Dresdner Kleinwort. Private investors cannot usually obtain this information, but our subscribers find out what the leading brokers think every month.

Investment Trust Newsletter covers the wide range of investment trust securities, and recommends those suiting particular needs, such as saving for school fees or making tax free capital gains.

Investment Trust Newsletter has been published since 1996. You can see how many trusts we have covered - and whether we have written about any of your favourites - by consulting the index to be found in the investment trusts library.

Finally, because of our close links with the investment trust industry we are sometimes able to offer our subscribers privileged access to institutional placings. We do restrict these offers to subscribers.

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Links

The index listing all investment trusts mentioned in Investment Trust Newsletter since the start of 1999 is up to date to May 2008. We know that many subscribers find it useful to look back and refer to previous articles and mentions.

April 2007: an article on investment trusts by Andrew McHattie is available on the AIC website here.

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We have a new marketing brochure for Investment Trust Newsletter, explaining the benefits of the service and how to subscribe.

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Full details and information about subscribing to Investment Trust Newsletter.
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Investment Trust Newsletter sample copy - February 2007q

Investment Trust Document Library
Free investment trust downloads in PDF format: includes a guide from Foreign & Colonial, a sample copy of the newsletter, and an index of newsletter content.
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Investment Trust Stockbroker
Looking for a stockbroker to help you deal in investment trusts? We can help.
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Discount to Net Asset Value Calculator
A simple calculator for NAV premium/discount figures.
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Warning: you should not buy shares or warrants with money you cannot afford to lose. This web site is intended for UK investors. Options and other derivatives, warrants, and margined transactions. This warning notice draws your attention to some of the high risks associated with warrants. The risks attaching to instruments and transactions of this kind are usually different from, and can be much greater than, those attached to securities such as shares, loan stock and bonds, such transactions often having the characteristics of speculation as opposed to investment. Warrants may involve a high degree of 'gearing' or 'leverage'. This means that a small movement in the price of the underlying asset may have a disproportionately dramatic effect on your investment. A relatively small adverse movement in the price of the underlying asset can result in the loss of the whole of your original investment. Moreover, because of the limited life of warrants, they may expire worthless. A warrant is a right to subscribe for shares, debentures, loan stock or government securities, usually exercisable against the original issuer of the securities. Because of the high degree of gearing which they may involve, the prices of warrants can be volatile. Accordingly, you should not buy warrants with money you cannot afford to lose. You run an extra risk of losing money when you buy shares in certain smaller companies including ‘penny shares’. There is a big difference between the buying price and the selling price of these shares. If you have to sell them immediately, you may get back much less than you paid for them. The price may change quickly, it may go down as well as up, and you may not get back the full amount invested. It may be difficult to sell or realise the investment. Because of the volatile nature of the investment, a fall in its value could result in your recovering nothing at all. Changes in rates of exchange may have an adverse effect on the value or price of the investment in sterling terms. As with other investments, transactions in warrants, shares, and investment trusts may also have tax consequences and on these you should consult your tax adviser. We have taken all reasonable care to ensure that all statements of fact and opinion contained on this site are fair and accurate in all material respects. Investors should seek appropriate professional advice if any points are unclear. This site is intended to give general advice only, and the investments mentioned are not necessarily suitable for any individual. It is possible that the McHattie Warrants Alert Fund or officers of the McHattie Group may have a beneficial holding in any of the securities mentioned. Published by The McHattie Group, St Brandon's House, 29 Great George Street, Bristol, BS1 5QT. Tel: 01179 200 070. Fax: 01179 200 071. E-mail: enquiries@mchattie.co.uk. All rights reserved. No part of this site may be reproduced, stored in a retrieval system, or transmitted in any form by any means, electronic, mechanical, photographic, or otherwise without the prior permission of the copyright holder. Authorised and regulated by the Financial Services Authority.
Securitised Derivatives: these instruments may give you a time-limited right to acquire or sell one or more types of instrument which is normally exercisable against someone other than the issuer of that investment. Or they may give you rights under a contract for differences which allow for speculation on fluctuations in the value of the property of any description or an index, such as the FTSE 100 Index. In both cases, the investment or property may be referred to as the “underlying instrument.”
These instruments often involve a high degree of gearing or leverage, so that a relatively small movement in the price of the underlying investment results in a much larger movement, favourable or unfavourable, in the price of the instrument. The price of these instruments can therefore be volatile.
These instruments have a limited life, and may (unless there is some form of guaranteed return to the amount you are investing in the product) expire worthless if the underlying instrument does not perform as expected.
You should only buy this product if you are prepared to sustain a total loss of the money you have invested plus any commission or other transaction charges.
You should consider carefully whether or not this product is suitable for you in light of your circumstances and financial position, and if in any doubt please seek professional advice.