Investment Trusts Dispatch - January 2025

Welcome to the Investment Trusts Dispatch. Keeping you up-to-date with the latest insights from our investment trust managers.

Articles

Diversification is one of the most important concepts in the investment world. Its basic premise is that a portfolio consisting of multiple asset types is likely to perform better than one with fewer assets. Gabriel Sacks, Manager of abrdn Asia Focus, advocates for deeper diversification within emerging markets by focusing on innovative smaller companies.

Yoojeong Oh and Eric Chan, Managers of abrdn Asian Income Fund, discuss the big questions for 2025. Could the potential US tariff influence the revival of China? Will investors continue to look further afield for investment growth? They also outline why they believe Asia is in a far stronger position than other regions.

Established in the 1860s, investment trusts offer diversified portfolios, transparent pricing, and flexibility. Their closed-ended structure avoids forced asset sales, making them ideal for both income and growth. With current discounts, they present an attractive option for long-term investors seeking value. The new year could be a great time to explore and invest.

Videos

Yoojeong Oh, Manager of abrdn Asian Income Fund, joined Citywire to discuss Asia Pacific’s importance for dividend investors, covering the fund's objectives, performance, and top holdings, including Taiwan Semiconductor, Samsung Electronics, and Power Grid Corporation of India.?

Thomas Moore, Manager of abrdn Equity Income Trust, speaks with Kyle Caldwell of interactive investor about his investment process, key qualities for UK dividend investing, and how the trust targets a high yield.

Investment involves risk. The value of investments, and the income from them, can go down as well as up and an investor may get back less than the amount invested. Past performance is not a guide to future results.

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