London-listed funds with exposure to commodities and natural resources saw their fortunes improve in February, according to analysis by research firm QuotedData. See more at: http://www.morningstar.co.uk/uk/news/AN_1458113487917777800/londons-natural-resources-funds-saw-gains-in-february—quoteddata.aspx#sthash.x209LJ8E.dpuf
Fidelity investment trust grabs our attention on wide discount and manager change The global market sell-off so far in 2016 has thrown up some interesting opportunities in both stocks and funds. One investment trust that looks particularly enticing is Fidelity Japanese Values (FJV) which now trades at an 18% discount to its net … http://www.sharesmagazine.co.uk/articles/ride-the-japanese-stimulus/
The demand for UK small-cap investment trusts has increased markedly since May, amid slow growth and short term volatility in global markets, suggests data from QuotedData. – See more at: http://www.portfolio-adviser.com/news/1027294/cap-driving-demand-uk-uptick#sthash.PU3pDbt0.dpuf
Debt funds dominated new launches in the investment trust space last year, accounting for 40 per cent of new funds. Research from QuotedData found that 10 of the 25 investment companies launched in 2015 were in the debt sector, following the popularity of the online lending market. https://www.fundstrategy.co.uk/debt-funds-dominate-investment-trust-launches/
Investment trust discounts tightening The median discount to net asset value (NAV) for investment trusts narrowed over 2015 from 7.5 per cent to 6.6 per cent, reports research company QuotedData, despite last year’s market volatility… http://www.investorschronicle.co.uk/2016/01/21/funds-and-etfs/investment-trusts/investment-trust-discounts-tightening-KAUxruI6hfHsZJAGEbL7iP/article.html
When buying investment companies, usually the risks and rewards come primarily from investing in a single asset class, and most investment companies invest in equities. However, some employ what is called a multi-asset approach, which involves making investments in a range of different asset classes in addition to equities, such as fixed income, property and […]
Alternative assets have dominated investment trust fundraising in 2015. A significant portion of the record net £3.9bn raised since the start of the year to 14 September was allocated to higher-yielding vehicles in areas including specialist debt and infrastructure, according to the AIC. www.investmentweek.co.uk/investment-week/analysis/2431475/five-of-the-best-alternative-trusts-with-attractive-entry-points
Chinese volatility in early August and the ‘Black Monday’ falls that followed may seem like big enough warning signals to avoid investing in Asia altogether. However, it is worth remembering that for most countries in the Asia (ex-Japan) region expected long-term growth remains attractive relative to more developed economies, and the region has much more […]
Trusts investing in peer-to-peer (P2P) lending have attracted £1.4 billion of assets since last spring, but the collapse of Europe’s only listed lending platform, TrustBuddy, has unnerved investors, allowing discounts to open up. http://view.ceros.com/citywire/nma-it-insider-december-2015/p/15
The temptation to run for the exit to avoid potential losses coupled with a fear of losing out if things turn out to be better than we thought is a frequent dilemma facing investors. The market’s close scrutiny of every piece of economic data and knee-jerk reactions are unlikely to abate, as concerns about the […]
