AJ Bell Money & Markets Investment Trust show: AI stock picking, Fundsmith’s small cap strategy, and an alternative spin on the defence sector
10 snips
Jun 2, 2025 
In this engaging discussion, Simon Barnard, Fund Manager at Smithson Investment Trust, shares insights on small-cap investment strategies and the importance of focusing on high-potential growth companies. Mark Boggett from Seraphim Space reveals unique opportunities at the intersection of space exploration and defense. Muzo Kayacan from BlackRock highlights how AI is revolutionizing stock-picking methods. Martin Gamble rounds it off by diving into Pershing Square Holdings and diverse investment strategies. A treasure trove for market enthusiasts!
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Use SIPPs and ISAs for Investment Trusts
- You can hold investment trusts inside SIPPs and ISAs to benefit from tax advantages.
- These wrappers protect dividends and capital gains from tax, making them tax-efficient investment vehicles.
Investment Trusts Suit Experienced Investors
- Investment trusts are actively managed and more suitable for investors with experience.
- They offer advantages for illiquid assets and complement open-ended funds and shares.
Understand Investment Trust Charges
- Investment trust charges are calculated as a percentage of net asset value based on past operational expenses.
- Trading costs, performance fees, and loan interest are usually excluded from ongoing charges.
