On The Money

Independent expert Andrew Pitts and interactive investor’s collectives editor Kyle Caldwell turn their gaze on the latest industry news, focusing on UK investment trust launches and the record outpouring of money from UK-focused equity funds. The duo are joined by Simon Gergel, manager of Merchants Investment Trust, which is one of the AIC’s “dividend heroes”, having raised its dividend every year for 38 years. Gergel discusses the trust’s performance, the polarisation of high-growth and value companies, and the three sectors he has been adding to. Finally, Teodor Dilov, fund analyst at ii, names his investment trust of the week from the ii Super 60 list of investments.
Podcast recorded on 6 and 7 October 2020.

This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Show Notes

Independent expert Andrew Pitts and interactive investor’s collectives editor Kyle Caldwell turn their gaze on the latest industry news, focusing on UK investment trust launches and the record outpouring of money from UK-focused equity funds. The duo are joined by Simon Gergel, manager of Merchants Investment Trust, which is one of the AIC’s “dividend heroes”, having raised its dividend every year for 38 years. Gergel discusses the trust’s performance, the polarisation of high-growth and value companies, and the three sectors he has been adding to. Finally, Teodor Dilov, fund analyst at ii, names his investment trust of the week from the ii Super 60 list of investments. Podcast recorded on 6 and 7 October 2020. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

What is On The Money?

Every week, Kyle Caldwell and guests take a look at how the biggest stories and emerging trends could affect your investments, with practical tips and ideas to help you navigate your way through. Join the conversation, tell us what you want us to talk about or send us a question to OTM@ii.co.uk. Visit www.ii.co.uk for more investment insight and ideas.