HSBC Holdings : HSBA

News

• 27 Feb 2019 14 min read

  Law Debenture Corporation protects against almost 40% of market decline

  Law Debenture Corporation (LWDB) has announced its annual results for the year ended 31 December 2018. For those not familiar with its structure, LWDB is a unique combination of an equity portfolio and independent professional services business. Key highlights for the Group, the equity portfolio and the independent professional services business are provided below, but […]

• 28 Nov 2017 3 min read

  Keystone portfolio shaken up under James Goldstone

  Keystone portfolio shaken up under James Goldstone – Keystone has published results for the year ended 30 September 2017. It lagged its benchmark, the All-Share index, over the period, returning 7.8% in NAV terms against 11.9% for the index. The discount widened from 8.4% to 12.6% and so the return to shareholders was 3.2%. The total […]

• 21 Sep 2017 2 min read

  Jupiter UK Growth is growing

  Jupiter UK Growth is growing – Jupiter UK Growth, which was recently selected as a rollover vehicle for Jupiter Dividend & Growth, has published results for the year ended 30 June 2017, the first full year since Steve Davies took on the job of managing the company. The net asset value, with dividends added back, grew by […]

• 07 Jul 2017 3 min read

  Schroder UK Growth underperforms strongly rising market

  Schroder UK Growth Fund (SDU) has released it annual results for the year ended 30 April 2017. During the period, the company provided an NAV total return of 17.5% and a share price total return of 13.9%, both underperforming its benchmark, the All-Share Index, which the company says provided a total return of 20.1%. The manager […]

• 20 Jun 2017 3 min read

  Jardine and Samsung help Aberdeen New Dawn outperform

  Jardine and Samsung help Aberdeen New Dawn outperform. Aberdeen New Dawn says its net asset value (“NAV”) total return for the year was 39.0%, ahead of the total return of 36.4% from the MSCI All Countries Asia Pacific ex Japan Index. The share price total return was 38.8%, with the share price of 212.0p at the […]

• 01 Jun 2017 4 min read

  Perpetual Income & Growth suffers being underweight resources

  Perpetual Income & Growth (PLI) has announced its annual results for the year ended 31 March 2017. During the period, it provided an NAV total return of 9.6%. It’s chairman, Bill Alexander (pictured), says that Although this is satisfying in absolute terms, it is less so when compared with the 22.0% return posted by the […]

• 30 May 2017 4 min read

  Edinburgh Investment Trust held back by lack mining exposure, HSBC and Royal Dutch Shell

  Edinburgh Investment Trust held back by lack mining exposure, HSBC and Royal Dutch Shell. While the UK market returned 22%, for the year ended 31 March 2017, Edinburgh Investment Trust’s net asset value total return was +14.4% and the share price total return (with dividends reinvested) was +11.2%. The share price ended the year at 713.5p, an increase […]

• 24 Nov 2016 2 min read

  Invesco Income Growth hit by a few profit warnings

  Invesco Income Growth reports that the total return on net asset value over the half year to 30 September 2016 was 9.1%, it was a little behind their benchmark, which returned 12.9%. Nonetheless the share price’s total return was better, at 11.6%, thanks to the narrowing of the discount. The Board is declaring a second interim dividend of […]

• 2 min read

  Edinburgh Investment Trust misses out on mining bounce

  Edinburgh Investment Trust produced a positive net asset value (NAV) total return for the six months to 30 September 2016 of 6.8% (debt at par) and 6.6% (debt at market), compared to a return of 12.9% by the FTSE All-Share Index, the Company’s benchmark. The share price total return (share price with dividends reinvested) for […]

• 21 Nov 2016 1 min read

  Martin Currie Asia Unconstrained helped by technology exposure

  Over the six month period to 30 September 2016, Martin Currie Asia Unconstrained reports that, on a total return basis, the net asset value of the company increased by 19.5% while the share price gained 18.5%. The results are ahead of the headline GDP for countries in our universe growing approximately 10.8% over the last […]

• 12 Jul 2016 4 min read

  Aberdeen New Dawn’s performance hurt by commodity price collapse

  Aberdeen New Dawn has announced its annual results for the year ended 30 April 2016. During the year, the trust’s NAV fell by 15.4% to 179.4p per share (2015 saw an increase of 17.1%) while the share price fell by 15.1% to 156.0p (2015 saw a rise of 14.3%), all in total return terms. The share […]

• 08 Jul 2016 3 min read

  IT exposure benefits Schroder UK Growth

  Schroder UK Growth’s results for the year ended 30 April 2016 show that the Company’s NAV returned -4.4%, while the share price returned -4.9%. This compares with an equivalent return of -5.7% by the FTSE All-Share Index over the same period. The Directors have declared a second interim dividend of 2.60p per share, making a total […]

• 18 Jan 2016 1 min read

  Bankers does well, raises dividend for 49th year

  Bankers Investment Trust has published results for the year ended 31 October 2015. Over the year the net asset value rose by 5.7%, the share price by 9.9% and the dividend was increased by 6.8% to 15.8p (making the 49th consecutive year of dividend increases). They say all of their major geographic portfolios exceeded their local […]

• 17 Dec 2015 2 min read

  Local Shopping REIT targeting completion of asset disposal by end of 2017

  The Local Shopping REIT has announced its annual results for the year ended 30 September 2015. Profit for the financial period was £0.02m or 0.02 pence per share (2014: £1.21m or 1.5 pence per share). However, this marked drop reflects the sale of two of the Company’s property-holding subsidiaries, NOS 2 Limited and NOS 3 […]

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