Understanding Gearing in Investment Trusts

A webinar presentation explaining gearing, which can significantly alter an investment trust's risk profile

Alanna Petroff 11 September, 2012 | 1:00PM
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Gearing is often perceived as a stumbling block when completing due diligence on investment trusts. It can be difficult to pigeon-hole a trust into a certain risk category when gearing is present. Furthermore, gearing can range significantly, with different investment trusts using different types of gearing, which result in different kinds of risks.

To help you understand the nuances of investment trust gearing, Morningstar’s head of investment trust research, Jackie Beard, is hosting a BrightTalk webinar titled “Understanding Gearing”. The webinar is being held at 1PM on Wednesday, 12 September 2012.

The one-hour session will cover:

- The different types of gearing used
- The markets in which it has been particularly effective
- How the decision is made to use gearing
- How investors can analyse gearing
- How geared investment trusts can be incorporated into traditional risk models

The panel of speakers will include Simon Moore from Bestinvest, Dennis Hall from Yellowtail, Peter Hewitt from F&C Investments and Ben Ritchie from Aberdeen Asset Management.

Listen to the presentation by clicking here.

You can listen to the live presentation, or come back to listen at a later date.

The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

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About Author

Alanna Petroff

Alanna Petroff  is a financial journalist with Morningstar UK.