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Investing Unlocked · July 29 · 23 min

Investment trusts: Discounts, SpaceX and a battle for control

Investment trusts have been around for more than 150 years – but plenty of investors still aren't quite sure what they are, how they work or why they might want one in their portfolio. In this Investing Unlocked Extra, Georgie Frost is joined by Annabel Brodie-Smith from the Association of Investment Companies to get under the bonnet of one of investing’s oldest – and perhaps most misunderstood – structures. How can you buy £1 worth of assets for 90p? Why can investment trusts borrow money to invest? And how have trusts opened the door to everything from infrastructure and private companies to SpaceX and Anthropic? Plus, we look at the battle with activist investors that has shaken up the industry, why ordinary shareholders have more power than they might realise, and what you should look for before investing in a trust yourself. Please remember: this podcast is for information and educational purposes only and does not constitute financial advice. Capital is at risk. Thank you to our sponsor PensionBee - a leading online pension provider who is on a mission to build pension confidence so that you can enjoy a happy retirement. With PensionBee, you can manage your pension savings with ease and can combine and contribute all from one app. If you're over the age of 55 (rising to 57 from 2028) you can start making pension withdrawals with ease and in a way that suits you. PensionBee’s website and award-winning app make retirement planning simple with helpful tools like a Pension Calculator, blogs, videos and a monthly podcast - The Pension Confident Podcast. Take control of your retirement today with PensionBee. When investing, your capital is at risk. To hear more from us: YouTube: Subscribe to our channel, Investing Unlocked with Georgie Frost, to watch the video podcast. Instagram: https://www.instagram.com/investing.unlocked/ TikTok: https://www.tiktok.com/@investing.unlocked Georgie Frost Instagram: www.instagram.com/georgiefrostmoney/?hl=en LinkedIn: linkedin.com/in/georgie-frost-a1b090110

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Investment trusts have been around for more than 150 years – but plenty of investors still aren't quite sure what they are, how they work or why they might want one in their portfolio.

In this Investing Unlocked Extra, Georgie Frost is joined by Annabel Brodie-Smith from the Association of Investment Companies to get under the bonnet of one of investing’s oldest – and perhaps most misunderstood – structures.

How can you buy £1 worth of assets for 90p? Why can investment trusts borrow money to invest? And how have trusts opened the door to everything from infrastructure and private companies to SpaceX and Anthropic?

Plus, we look at the battle with activist investors that has shaken up the industry, why ordinary shareholders have more power than they might realise, and what you should look for before investing in a trust yourself.

Please remember: this podcast is for information and educational purposes only and does not constitute financial advice.

Capital is at risk.


Thank you to our sponsor PensionBee - a leading online pension provider who is on a mission to build pension confidence so that you can enjoy a happy retirement. With PensionBee, you can manage your pension savings with ease and can combine and contribute all from one app. If you're over the age of 55 (rising to 57 from 2028) you can start making pension withdrawals with ease and in a way that suits you.


PensionBee’s website and award-winning app make retirement planning simple with helpful tools like a Pension Calculator, blogs, videos and a monthly podcast - The Pension Confident Podcast.


Take control of your retirement today with PensionBee. When investing, your capital is at risk.


To hear more from us:


YouTube: Subscribe to our channel, Investing Unlocked with Georgie Frost, to watch the video podcast. 


Instagram: https://www.instagram.com/investing.unlocked/

TikTok: https://www.tiktok.com/@investing.unlocked


Georgie Frost 

Instagram: www.instagram.com/georgiefrostmoney/?hl=en

LinkedIn: linkedin.com/in/georgie-frost-a1b090110


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