Overview
abrdn Diversified Income & Growth : ADIG (formerly BlackRock Income Strategies : BIST and, before that, British Assets) seeks to provide a dependable quarterly dividend and capital growth from a diversified portfolio. It targets total returns of 6% per annum on average over rolling five-year periods.
The company invests globally using a flexible multi-asset approach via quoted and unlisted (private markets) investments providing shareholders with access to the kind of diversified portfolio held by large, sophisticated global investors.
An appropriate spread of risk is sought by investing in a diversified portfolio of securities and other assets. This includes, but is not limited to:
- Private markets, comprising private equity, private credit, real estate, infrastructure, natural resources and unlisted alternatives;
- Listed equities (including global equities, European green infrastructure, UK mid-cap equities as well as listed alternatives, such as royalties and litigation finance); and
- Fixed income and credit, comprising global loans, asset backed lending, and emerging/frontier market debt.
You can access the company’s website here
You can view our interviews with the company’s Fund Managers below:
15th July 2022: Jennifer Mernagh – Weekly Show
Fundamentals
Price
Research History
-
05 Jan 2023 90 min read
QuotedData’s Economic and Political Monthly Roundup January 2023
Economic and Political Monthly Roundup Investment companies | Monthly | January 2023 A collation of recent insights on markets and economies taken from the comments made by chairs and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage […]
-
15 Jul 2022 1 min read
Interview with Jennifer Mernagh of Aberdeen Diversified Income and Growth Trust
In this week’s show, Matthew Read talked to Jennifer Mernagh of Aberdeen Diversified Income and Growth Trust. If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news, click here. If there is a guest speaker you’d particularly like to hear from, please email us. Additionally, if you would […]
-
13 May 2021 1 min read
QuotedData’s Spring Webinar Series – Specialist Income playback
On 12th May 2021, QuotedData hosted the first of three Spring webinars. This webinar was focused on Specialist Income and included presentations and Q&As from 4 investment companies’ managers, covering different income plays. We would like to thank all of our speakers and attendees for joining us. Click on the links below to watch the presentations […]
-
26 Feb 2021 1 min read
Interview with Nalaka De Silva from Aberdeen Diversified Income and Growth Trust
In this week’s show, James Carthew talked to Nalaka De Silva from Aberdeen Diversified Income and Growth Trust. Watch it again here. If you were looking for QuotedData’s roundup of the week’s news, this is now in the news section – just click here. If there is a guest speaker you’d particularly like to hear from, please […]
-
10 Jan 2020 8 min read
QuotedData’s economic roundup – January 2020
Economic & Political Roundup Kindly sponsored by Polar Capital and Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you […]
-
12 Jul 2019 6 min read
Quarterly investment companies roundup – Second quarter 2019
Quarterly investment companies roundup – Second quarter 2019 QuotedData news Global equities re-found momentum in June after a cautious April and May. How much longer this ten-year bull market can sustain itself continues to be the subject of much debate. The prospect of interest rate cuts in the US has re-invigorated sentiment for the time […]
-
05 Jul 2019 6 min read
QuotedData’s economic roundup – July 2019
Economic & Political Roundup A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any of the […]
-
22 Feb 2019 1 min read
QuotedData’s economic roundup – February 2019
QuotedData’s economic roundup – February 2019 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell […]
-
07 Feb 2018 1 min read
QuotedData’s economic round up – February 2018
QuotedData’s economic round up – February 2018 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell […]
-
18 Jan 2018 1 min read
QuotedData – 2017 review of the year
QuotedData – 2017 review of the year – Many commentators, including us, were wary going into 2017. In the event, economic growth and markets surprised on the upside: US markets hit new highs despite three interest rate rises. Perceived low/no growth areas such as Europe and Japan burst into life. Asia’s technology stocks surged. India’s […]
-
07 Dec 2016 1 min read
QuotedData investment companies roundup – December 2016
Our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of November 2016. december-investment-companies-roundup
-
27 Oct 2016 1 min read
Quarterly investment companies roundup – Third quarter 2016
Q3 saw the market adapt to life post the UK’s EU referendum. Sterling continued to fall but most stock markets stabilised and discounts narrowed across most sectors. While the US election is dominating headlines, it does not seem to be having much impact on markets so far. q3-quarterly-roundup
-
13 Oct 2016 1 min read
QuotedData investment companies roundup – October 2016
Our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of September 2016. october-investment-companies-roundup
-
27 Apr 2015 1 min read
The importance of income – where to find it?
Life used to be simpler. If you had a bit of spare cash or you wanted to save up for something you’d just stick some money in a bank or building society account. If you had a nest egg and wanted to invest it in something safe and live off the income, you’d maybe buy […]
News
-
16 Apr 2025 2 min read
abrdn Diversified Income and Growth – secondary sales process begins, pricing expected at a material discount to NAV
abrdn Diversified Income and Growth (ADIG) has announced the commencement of a secondary sales process to accelerate the realisation of its remaining private markets portfolio. The company has appointed Campbell Lutyens as an independent broker to lead the process, which the board believes will optimise value and support the trust’s managed wind-down. The decision follows […]
-
26 Feb 2025 2 min read
abrdn Diversified Income and Growth provides update on managed wind-down
Following shareholder approval of the managed wind-down strategy in February 2024, abrdn Diversified Income and Growth (ADIG) sold substantially all of its public market assets and returned approximately £115m to shareholders by way of a B share scheme in July 2024 (being approximately 38.1 pence per ordinary share, which represented approximately 35.4% of the company’s […]
-
21 Jan 2025 2 min read
abrdn Diversified Income and Growth makes progress on wind-down
abrdn Diversified Income and Growth (ADIG) has announced its annual results for the year to 30 September 2024. The company’s NAV total return was down 2.2%, while shares rose 8.1%. Dividends received by shareholders during the year ended 30 September 2024 amounted to 5.91p per ordinary share, including a special dividend of 1.65p per share. […]
-
06 Dec 2024 2 min read
QuotedData’s morning briefing 6 December 2024 – KPC, ESO, GPM, STS, ADIG
In QuotedData’s morning briefing 6 December 2024: Keystone Positive Change (KPC) has published a circular in relation to its proposal to wind up, which was announced on 30 September (click here to see our coverage of that), and also discussed in its results for the year ended 30 September 2024 (click here to read our […]
-
04 Jul 2024 1 min read
QuotedData’s morning briefing 4 July 2024 – PCFT, ADIG, GRID
In QuotedData’s morning briefing 4 July 2024: Polar Capital Global Financials (PCFT) has published six-month numbers covering the period ended 31 May 2024. The trust beat its benchmark, returning 18.2% in NAV terms and 23.3% in share price terms versus 15.9% for the MSCI All Countries World Financials Index. [We covered many of the reasons […]
-
18 Jun 2024 2 min read
QuotedData’s morning briefing 18 June 2024 – ADIG, SYNC, RESI, DCI, SONG, SEIT
In QuotedData’s morning briefing 18 June 2024: abrdn Diversified Income & Growth (ADIG) has announced details of its planned return of £115m of capital (38p per share) via a B share scheme. The distribution needs to be approved at a meeting that will be held on 3 July 2024. The money should be with shareholders […]
-
10 Apr 2024 1 min read
QuotedData’s morning briefing 10 February 2024 – ADIG, CREI
In QuotedData’s morning briefing 10 February 2024: Following the previously confirmed wind-down, abrdn Diversified Income and Growth (ADIG) announced that the company has redeemed and cancelled the remaining £16,096,000 principal amount of its 6.25% bonds due 2031. As announced on 8 March 2024, the redemption price was 114.983%. The redemption price having been calculated in […]
-
09 Feb 2024 2 min read
QuotedData’s morning briefing 9 February 2024 – INOV, RTW, ADIG
In QuotedData’s morning briefing 9 February 2024: Schroders Capital Global Innovation Trust (INOV) has invested US$1.6m in Neurona Therapeutics through its Series E financing round, which raised US$120m. The fundraising was co-led by Viking Global Investors and Cormorant Asset Management with participation from new and existing investors including The Column Group, Passaic Capital Management, Lyfe […]
-
10 Jan 2024 1 min read
abrdn Diversified Income and Growth begins wind down
abrdn Diversified Income and Growth (ADIG) announced its annual report for the period ending 30 September 2023. The company’s NAV total return was +0.4%. In line with wider market volatility affecting the whole investment trust sector, the discount continued to widen to 25.7% as shares fell just over 6.9% over the year; this represented a […]
-
22 Dec 2023 3 min read
QD – review of the year
This is the last of our weekly emails for 2023. We hope that you have been finding them useful. We will be publishing our annual roundup in January. Ahead of that however, I thought it might be worth pulling out a few of the year’s highs and lows. In January, China’s market shone as hopes […]
-
14 Dec 2023 2 min read
Another one bites the dust – now ADIG proposes winddown
abrdn Diversified Income and Growth has been talking to its shareholders. In the light of the feedback received during these conversations and the trust’s entrenched discount to NAV, the board has concluded that it is in the best interests of shareholders as a whole to put forward proposals for a managed wind-down of the company. […]
-
03 Nov 2023 3 min read
QD view – The curious case of abrdn Diversified Income and Growth
abrdn Diversified Income and Growth (ADIG) has endured a tough run over the last few years. The trust invests in a broad range of assets – a total of 130 investments at the end of September 2023, all of which are funds – that includes exposure to private assets (58.9% – which includes unlisted alternatives, […]
-
27 Oct 2023 1 min read
QuotedData’s weekly news update 27th October 2023
Thank you to everyone that listened in today, whether you watched the Zoom live, on Facebook or on YouTube. In this week’s show, James Carthew covered the week’s top stories: • Greencoat UK Wind (0:25) • abrdn Diversified Income & Growth (6:40) • Hipgnosis (12:10) This week’s interview was with Richard Sem from Pantheon Infrastructure […]
-
26 Oct 2023 3 min read
abrdn Diversified Income and Growth will plow on
abrdn Diversified Income and Growth has announced the outcome of the strategic review process that started on 20 June 2023. Outcome of the strategic review As noted at the outset of the strategic review, the board has been encouraged that, in exceptionally volatile markets, Nalaka De Silva and the wider investment team have continued to […]
-
25 Jul 2023 1 min read
QuotedData’s morning briefing 25 July 2023
abrdn Diversified Income and Growth (ADIG) has provided an update on its recently announced strategic review, informing shareholders that the decision regarding the funds future is ongoing. The board did note that they were suspending the company’s share buyback policy in the light of the ongoing review process. [QD Comment: This continues to be a […]
-
23 Jun 2023 1 min read
QuotedData’s weekly news show 23rd June 2023
Thank you to everyone that listened in today, whether you watched the Zoom live, on Facebook or on YouTube. In this week’s show, James Carthew covered the week’s top stories: • Civitas Social Housing (0:33) • abrdn Diversified Income & Growth (4:03) • Monks (13:34) This week’s interview was with Jonathan Hick from Triple Point […]
-
20 Jun 2023 2 min read
abrdn Diversified Income & Growth next out the door?
abrdn Diversified Income and Growth’s board has announced that it has commenced a strategic review. The obvious problems that the trust faces are its discount, which was about 26% last night ahead of this announcement, and its shrinking market cap, which at £255m is not a bad size but the board feels limits the scope […]
-
1 min read
QuotedData’s morning briefing 20 June 2023
CC Japan Income & Growth (CCJI) announced its half year report for the period ended 30 April 2023. NAV total return was up 11.3%, while shares rose 13.1%. The strong returns were ahead of the benchmark TOPIX index which was up 9.5%. Returns in Japan have been solid over the course of the year as […]
-
07 Jun 2023 1 min read
QuotedData’s morning briefing 7 June 2023
Pantheon Infrastructure (PINT) announced a £52.5m increase to its existing £62.5m multicurrency revolving credit facility bringing the total to £115m. The increase in the loan facility provides the company with additional liquidity to support further investment in high-quality infrastructure assets from PINT’s near-term investment pipeline. The loan facility is currently undrawn. abrdn Diversified Income and […]
-
05 May 2023 4 min read
QD view – Spreading your bets – asset allocating for uncertain times
For the second time in five years, investors are finding themselves in the grips of a global bear market that has punished most asset classes. The reasons underpinning the latest bout of selling have been well covered by market commentators, with QuotedData being no exception. Alongside this, many column inches have also been devoted to […]
-
21 Dec 2022 5 min read
Aberdeen Diversified Income and Growth – well protected in the current environment
Aberdeen Diversified Income and Growth (ADIG) has announced its annual results for the year ended 30 September 2022. The report opens with a quote from the managers (Nalaka De Silva, Heather McKay, Simon Fox and Nic Baddeley), which says “We feel that the company is well protected in the current environment, and ready to take […]
-
14 Oct 2022 4 min read
QD view – navigating troubled waters
When I started writing this article, it was being widely reported that the chancellor, Kwasi Kwarteng, had been forced to cut short his visit to the US and was returning to London to face urgent talks with the prime minister and Conservative MPs. Before I had finished it, he was out of a job, with […]
-
15 Jun 2022 1 min read
QuotedData’s morning briefing 15 June 2022
In QuotedData’s morning briefing 15 June 2022: BMO Global Smaller Companies (BGSC) has changed its name to The Global Smaller Companies Trust PLC. The company will explain the reasoning and announcing a new ticker in its annual results, due for release next week. Aberdeen Diversified Income & Growth (ADIG) has posted its interim results for […]
-
09 Dec 2021 4 min read
Improved picture at Aberdeen Diversified Income & Growth
Improved picture at Aberdeen Diversified Income & Growth – Aberdeen Diversified Income & Growth made an NAV return of 12.5% for the year ended 30 September 2021 and a return to shareholders of 15.6%. Much better numbers than last year (-0.8% and -10.6% respectively). The dividend was increased from 5.44p to 5.52p, but this was not […]
-
10 Jun 2021 3 min read
QuotedData’s morning briefing 10 June 2021
In QuotedData’s morning briefing 10 June 2021: Octopus Renewables Infrastructure (ORIT) has announced a proposed issue of ordinary shares of 1 pence each, to raise gross proceeds of around £100m. The Issue will be by way of a placing, open offer, offer for subscription and intermediaries offer for a target issue of up to 96,551,724 ordinary shares […]
-
07 Jun 2021 2 min read
QuotedData’s morning briefing 7 June 2021
In QuotedData’s morning briefing 7 June 2021 – Augmentum Fintech (AUGM) says that it continues to see a strong pipeline of investment opportunities. It is considering the issue of new ordinary shares to fund additional investments, with any potential fundraise likely to follow the publication of an updated NAV. Further details will be announced in […]
-
16 Apr 2021 3 min read
QD view – Money worries
This week I was fortunate to attend a seminar organised by Aberdeen Standard Investments (ASI) on inflation. The speakers included Iain Pyle, who is the manager of Shires Income, which we have written about a few times, and Nalaka de Silva, manager of Aberdeen Diversified Income & Growth, who we had on the weekly show […]
-
17 Dec 2020 3 min read
Shake up at Aberdeen Diversified
Shake up at Aberdeen Diversified Income and Growth. The board and the manager have together conducted an extensive review of strategy to see how best to provide investors with growing income and capital that was expected when Aberdeen Standard Investments took on the mandate in 2017. We reproduce this part of the statement here: “As a […]
-
21 Oct 2020 1 min read
Aberdeen Diversified Income and Growth to increase focus on private market investments
Aberdeen Diversified Income and Growth (ADIG) announced that following a strategic review, it has been agreed with the manager that a greater focus should be given to the company’s allocation to private market investments. It has been agreed that Nalaka De Silva, Aberdeen Standard Investments’ head of private markets solutions, will assume oversight of the company’s portfolio asset […]
-
13 Dec 2019 4 min read
Aberdeen Diversified Income & Growth discount widens as NAV returns fall short of wider market
Aberdeen Diversified Income & Growth discount widens as NAV returns fall short of wider market – The flexible investment sector company, Aberdeen Diversified Income & Growth (ADIG) has posted annual results to 30 September 2019. While NAV total returns increased by 1.1%, the share price was down by (9%). Chairman, James M Long, noted: “Reflecting this […]
-
15 Jan 2019 7 min read
Aberdeen Diversified Income and Growth bailed out by narrowing discount
Aberdeen Diversified Income and Growth bailed out by narrowing discount – Aberdeen Diversified Income & Growth has published results for the year ended 30 September 2018. Over the period, the NAV rose 2.5% on a total return basis. Fortunately, however, the shares moved from a 3.1% discount to a 3.2% premium. The share price ended the year […]
-
17 Jan 2018 2 min read
Aberdeen Diversified Income & Growth makes 3.7% in first six months
Aberdeen Diversified Income & Growth makes 3.7% in first six months – Aberdeen Diversified Income and Growth Trust has reported on the year to 30 September 2017. This period covers just a few months of its new investment objective and policy (which was approved by shareholders on 30 March 2017). The highlights are: net asset […]
-
23 May 2017 1 min read
Investment Trust Insider on Aberdeen Diversified Income & Growth
Aberdeen Diversified Income & Growth (ADIG) the reincarnation of BlackRock Income Strategies, is now up and running. As yet, although the discount has narrowed a little since launch (currently 7%), there appears to be some way to go before ADIG is ranked alongside competitors such as Personal Assets (PNL), Ruffer (RICA) and Seneca Global Income […]
-
14 Feb 2017 1 min read
Aberdeen Diversified Income & Growth publishes discount control policy
Proposed discount control management policy In view of the proposed changes to Aberdeen Diversified Income & Growth (formerly BlackRock Income Strategies) as announced on 30 November 2016, and following further consultation with many shareholders, the Board has given detailed consideration to the appropriate discount control mechanism for the company following the implementation of the proposals. […]
-
07 Feb 2017 1 min read
All trust sectors bar one made money in ’16
UK Smaller Companies was the only investment sector to lose money in 2016 despite a turbulent political and economic landscape, new research has revealed. See more here
-
27 Jan 2017 1 min read
BlackRock Income Strategies looks to the future
BlackRock Income Strategies has published results for the year ended 30 September 2016. It recorded a 0.4% loss for investors on an NAV basis and a 10.2% loss to shareholders based on the share price. The dividend was unchanged at 6.54p. These returns are disappointing in the context of the fund’s investment objective but the […]
-
30 Nov 2016 4 min read
BlackRock Income Strategies and Aberdeen UK Tracker to merge
The Board of BlackRock Income Strategies has completed its strategic review and has agreed heads of terms with Aberdeen Asset Management and Aberdeen UK Tracker Trust (AUKT) to propose the following changes: Appointing Aberdeen’s Diversified Multi-Asset team, with Mike Brooks and Tony Foster as new lead portfolio managers; Significantly enlarging the company by a merger with AUKT; renaming the newly combined […]
-
29 Sep 2016 1 min read
BlackRock Income Strategies announces strategic review
Further to the announcement dated 1 August 2016 of a review into the investment objective and policy, BlackRock Income Strategies’ Board has considered a number of factors. These include the performance of the investment portfolio, the cost of the company’s debt, the cost of paying the dividend and its discount management policy. The Board has now decided to […]
-
02 Aug 2016 1 min read
BlackRock Income Strategies reviewing investment policy
The Board of BlackRock Income Strategies and the Investment Manager have been considering the company’s investment objective and policy as implemented in February 2015 in the context of the prevailing market conditions and investment outlook post the recent UK Brexit Referendum. The investment objective is, over the medium term (5 to 7 years), to aim […]
-
14 Jun 2016 2 min read
BlackRock Income Strategies performance disappointing, discount widens
BlackRock Income Strategies says the six months to 31 March proved to be a challenging period for it and its resulting investment performance has been disappointing. The NAV fell by 0.9% over the period under review and the share price fell by 4.8%. Since the period end, the Company’s cum income NAV (with debt at fair value) […]
-
12 Jan 2016 1 min read
The smoother ride of a multi-asset approach
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 […]
-
03 Dec 2015 2 min read
BlackRock Income Strategies reflects on a year of change
BlackRock Income Strategies has announced its final results for the year ended 30 September 2015. The period was one that a saw a number of key developments for the trust. A new multi-strategy investment policy was adopted, investment management responsibility was moved from F&C to BlackRock, a nil discount policy was adopted, a tender mechanism […]
-
27 May 2015 1 min read
Slow start for BlackRock Income Strategies
Over the six months to the end of March 2015 BlackRock Income Strategies generated a 0.5% return on net assets and on its share price. It declared dividends totalling 3.17p for the period – up 5.1% on the equivalent period last year but earned 15% less income so these dividends were not covered by earnings. These […]
-
30 Oct 2014 2 min read
British Assets moves to BlackRock
BSET : British Assets moves to BlackRock British Assets Trust has announced that, following a review by the Board, it will move its management contract from F&C to BlackRock. At the same time shareholders will be asked to vote in favour of the adoption of a new investment objective and policy for the fund. They […]
Upcoming Events
Videos
In The Press
-
11 Jan 2024 1 min read
Abrdn Diversified Income and Growth will repay £115m in the first half of 2024
Tom Aylott, PORTFOLIO ADVISER, 10 JANUARY 2024: The Abrdn Diversified Income and Growth trust will return approximately £115m to shareholders in the first half of the year as part of its wind-down process. Its directors launched a review into the trust’s persistent and entrenched discount in June last year, concluding that a wind-down was in […]
-
18 Dec 2023 1 min read
Investment trust insider on 2023
Investment trust insider on 2023 – James Carthew: Dramatic 2023 leaves sector radically different The rationalisation of the sector continues. There has been a flurry of announcements over the past couple of weeks: Abrdn Diversified Income and Growth (ADIG) announced a managed wind down; Triple Point Energy Transition (TENT) declared it will begin an orderly […]
-
27 Sep 2023 1 min read
Small investments trusts: which to back, and which to avoid
by Cherry Reynard from interactive investor, 27th September 2023: Small is becoming less beautiful in the investment trust world. Problems of wider discounts, poor liquidity and even – in some cases – weaker performance, have started to worry investors. Another headwind is that wealth managers often won’t touch investment trusts with less than £250 million […]
-
02 Aug 2023 1 min read
Investment trust insider on corporate actions in abrdn’s funds
James Carthew: Need to cut charges lies behind Abrdn and trust changes The pace of change within the investment company sector appears to be accelerating. Just in the last few weeks we have seen Asset Value Investors win the mandate to run MIGO Opportunities (MIGO), though likely with the same management team as before, which […]
-
12 Jun 2023 1 min read
Bargain Hunter: sizing up ‘cheap’ investment trusts on 5%-plus yields
by Kyle Caldwell from interactive investor, 8 June 2023: For investment trust fans now is one of the best opportunities over the past decade to try and pick up a bargain, as the chart below from stockbroker Numis shows. The average equity investment trust is trading on a discount a smidge over 10%, while those […]
-
23 May 2022 1 min read
Trusts that have reigned longer than the Queen
By ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY, 21 May 2022: Any investment that has generated wealth since before the Coronation must have firm foundations. That is true for the 36 investment trusts that predate the Queen’s accession to the throne. They have survived the stock market crashes that peppered the early 1970s, October 1987 (Black […]
-
17 Feb 2022 1 min read
All change at the top
Does a change of manager help with investment trust performance? Kathleen Gallagher, Investment Week, 3 February 2022: Boards of investment trusts continue to utilise their powers to change investment manager, a benefit of the investment trust structure. However, have these changes borne fruit? Three years is, by most analyst and investor standards, the timeframe when […]
-
07 Feb 2022 1 min read
Funds expected to stay the course in 2022
James Carthew for Investment Week, 03 February 2022: In 2021, the market switched from expectations of strong economic recovery to renewed growth fears and finished the year fixated on inflation and probable interest rate rises… Uncertainty is increasing and 2022 may finally be the year that many chairs and managers of investment companies have been […]
-
23 Dec 2021 1 min read
The Investment Trusts Handbook 2022: All Change, Please
JAMES CARTHEW explores when and why boards choose to change their fund manager. In my opinion, one of the greatest strengths of the investment companies industry is its system of governance. Boards of independent directors work for and on behalf of investors. Boards’ ability to fire underperforming managers helps to keep these managers on their […]
-
22 Jul 2019 1 min read
How to invest in absolute return sector funds in falling markets
Investors are nervous and perhaps they have every reason to be. A decade-long bull market appears to be stuttering, global growth is slowing and political tensions are worsening. In such an environment, it can be hard to know where to turn. In the investment companies market, many investors have been putting their faith in a […]
