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Investment Trusts for your ISA and SIPP Evening Seminar - London- 15 March     

Bullshare - 15 Feb 2018 09:00

 
Investment Trusts for your ISA and SIPP
 
As we approach the end of the financial year and start to look at the year ahead, now is a perfect time to better understand your tax efficient investing opportunities for your ISA or SIPP.
 
Come to the free Shares and AJ Bell investor evening in London and learn about ways to select investment trusts and how to get the most from your ISA or SIPP. 
 
We are also joined by four investment trusts who will explain their investment propositions so you can decide if they should be part of your investment mix.
 
Daniel Coatsworth - Shares EditorDaniel will be hosting the evening and explaining how he approaches investment trust selection.
Tom Selby - AJ Bell Senior Analyst Tom will be looking at the latest rules, uses and developments of ISAs and SIPPs and will explain how to take best use of the tax efficient advantages they offer.Brunner Investment TrustWith a track record of 45 years of dividend growth the Brunner Investment Trust invests in companies throughout the world, seeking opportunities for growth and reliable dividends.Janus Henderson EuroTrustEurope is seen by many market commentators as a region that offers some compelling investment opportunities that have been overlooked by many investors. The Henderson EuroTrust, now in its 26th year, aims to deliver a superior total return from a portfolio of high quality European (excluding the UK) investments.Edinburgh Worldwide Investment Trust PLCA very strong performer in 2016 and again in 2017 with a total return of over 45% for the year. The Edinburgh Worldwide Investment Trust has a global portfolio of entrepreneurial companies that it believes offer long-term growth potential.Standard Life Private Equity TrustPrivate companies and private equity funds can be difficult for many investors to get exposure to. The Standard Life Private Equity Trust provides investors access to this asset class by investing in a selection of leading private equity funds with an underlying portfolio of around 350 private companies.
 
 
Attend the event on 15 March 2018 and you will be entered into a prize draw to win a Fortnum & Mason Wayfarer Hamper worth £150 which will be presented on the night (Terms and Conditions apply

 

Who Should Attend?

The evening is a perfect for investors that are looking for new investment ideas, for those who want to better understand the benefits of investing via ISAs and SIPPs and is a great networking opportunity to meet fellow investors and to share ideas. 

Date:

Thursday 15 March 2018

Venue:

etc.venues St Paul's, 200 Aldersgate, London, EC1A 4HD

Event Timings:
17.45 
Registration and coffee
18.15 
How to pick an investment trust
• Daniel Coatsworth, Editor - Shares
18.40 
SIPPs, ISAs and LISAs: How to make saving tax perks work for you
• Tom Selby, Senior Analyst - AJ Bell
19.00 
Finding Global Growth and Income
• Lucy Macdonald, Portfolio Manager - The Brunner Investment Trust
19.20 
Presentation
• Tim Stevenson, Director of Pan-European Equities - Henderson EuroTrust
19.40 
Growth Companies Shaping Our Tomorrow
• Luke Ward, Deputy Fund Manager - Edinburgh Worldwide Investment Trust PLC
20.00 
Presentation
• Roger Pim, Manager - Standard Life Private Equity Trust
20.20 
Panel discussion
• Luke Ward, Deputy Fund Manager - Edinburgh Worldwide Investment Trust PLC
• Tim Stevenson, Director of Pan-European Equities - Henderson EuroTrust
• Daniel Coatsworth, Editor - Shares
• Roger Pim, Manager - Standard Life Private Equity Trust
• Lucy Macdonald, Portfolio Manager - The Brunner Investment Trust
20.40 
Drinks reception and canapés
21.30 
Close
AJ Bell
AJ Bell 

AJ Bell is one of the UK’s largest providers of online investment platforms and stockbroker services. With more than 164,500 customers and assets under administration exceeding £39.8 billion, we succeed by providing award-winning investment products, backed up with excellent service and online functionality at a low cost.  Our head office is in Manchester, and we also own a specialist financial publishing business called AJ Bell Media in London, as well as a stockbroking business in Tunbridge Wells.

Edinburgh Worldwide Investment Trust PLC
Edinburgh Worldwide Investment Trust PLC 

Baillie Gifford’s sole business is investment management. Since the company was founded in 1908 it has been a partnership. Today it is owned by 43 partners all of whom work in the business.

We believe that the best investment ideas spring from thinking about future possibilities, not short-term probabilities. We set no barriers to the imagination of our investors, encouraging fresh perspectives and the use of diverse sources of information.

We currently manage or advise some £173bn on behalf of clients worldwide. Whilst we are predominantly an institutional manager (circa 90% of FUM), we offer an extensive range of investment trusts and open ended funds to UK wealth managers and intermediaries.

 

Henderson EuroTrust
Henderson EuroTrust 

Henderson EuroTrust is managed by Janus Henderson Investors who have been running investment trusts since 1934 – in fact it’s our oldest business. The Trust has been managed by Tim Stevenson since 1992 and seeks to provide a superior total return from a portfolio of high quality European investments, which excludes the UK.

Shares
Shares 
Shares is the leading online resource for private investors and is read by tens of thousands of individuals managing their own money as well as analysts, fund managers, stockbrokers and company directors who value our market insight.
 
Launched in 1999, we publish a weekly digital magazine every Thursday and provide daily online comment about stocks, funds, investment trusts, ETFs, ISAs, SIPPs, savings and personal finance.
 
Our weekly digital magazine is full of ideas for filling your portfolio, whether you are saving for something like a new house or car, or if you are investing to fund your child's university fees or even your grandchild's Junior ISA.
 
Subscribers to our digital magazine also have free access to a wide range of tools and services including live share prices, charts and financial information on companies.
 
www.sharesmagazine.co.uk

 

Standard Life Private Equity Trust
Standard Life Private Equity Trust 

SL Capital Partners, which manages the Trust,  is part of Standard Life Investments. Aberdeen Standard Investments is a brand of the investment businesses of Aberdeen Asset Management and Standard Life Investments. Aberdeen Standard Investments is a leading global asset manager dedicated to creating long-term value for clients. To achieve this, we offer a comprehensive range of investment capabilities, as well as the highest levels of service. 

The Brunner Investment Trust
The Brunner Investment Trust 

The Brunner Investment Trust is not restricted to any one country or sector and has been investing for the long term since 1927. We invest in companies all over the world, seeking out the best opportunities for growth and reliable dividends. Our global approach has enabled Brunner to pay rising dividends to our shareholders for 45 consecutive years. Brunner is run by an independent board of directors and the investment portfolio is managed by Allianz Global Investors, part of one of the world’s foremost financial services providers. Together, we aim to provide Brunner investors with an efficient, competitive and cost-effective way to invest globally.    

 

Sponsored by:
AJ Bell Youinvest
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