Overview
abrdn European Logistics Income : ASLI (formerly Aberdeen Standard European Logistics Income) invests in a diversified portfolio of ‘big box’ logistics and ‘last mile’ urban warehouse assets in Europe (this includes both the UK and the Nordic countries) with the aim of providing its shareholders with a regular and attractive level of income return together with the potential for long-term income and capital growth (target total return of 7.5% a year in euros). ASLI is targeting a 5% dividend yield in euro terms.
Dividends are paid in sterling but the assets and the income derived from them are predominantly in euros. The manager may use currency hedging to help reduce the volatility of the income but there is no current intention to hedge the capital value of the portfolio.
You can access the manager’s website here
Fundamentals
Price
Research History
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26 Apr 2024 8 min read
QuotedData’s Real Estate Quarterly Review – First Quarter 2024
Real estate quarterly report Desperately seeking a catalyst The real estate investment trust (REIT) and listed property sector seems to have been cut adrift and is desperately seeking a positive macroeconomic outlook on which investors can hang their hat and from which sentiment can grow. The first quarter of 2024 started as 2023 left off […]
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11 Apr 2024 12 min read
QuotedData’s Real Estate Monthly Roundup – April 2024
Real Estate Roundup Performance data March’s biggest movers in price terms are shown in the charts below. The release of positive inflation data during the month – which showed CPI was back trending down towards the 2% target – was a much-needed tonic for the real estate sector. The median average share price rose 3.5% […]
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11 Mar 2024 12 min read
QuotedData’s Real Estate Monthly Roundup – March 2024
Real Estate Roundup Kindly sponsored by abrdn Performance data February’s biggest movers in price terms are shown in the charts below. It was another month of disappointing share price performance for the real estate sector, as the timing of the fabled interest rate cuts that could kick start a recovery in the sector remains unclear […]
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19 Jan 2024 9 min read
QuotedData’s Real Estate Monthly Roundup – January 2024
Real Estate Roundup Kindly sponsored by abrdn Performance data December’s biggest movers in price terms are shown in the charts below. A challenging 2023 for the real estate sector was rounded off on a positive footing, with a median average share price increase of 7.1% across the listed sector in December (down 6.3% in the […]
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13 Dec 2023 15 min read
QuotedData’s Real Estate Monthly Roundup – December 2023
Real Estate Roundup Kindly sponsored by abrdn Performance data November’s biggest movers in price terms are shown in the charts below. Property stocks bounced back in November after a difficult few months, with the median share price across the sector up 8.2%. Investor sentiment towards the sector improved as hopes that interest rates have hit […]
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17 Nov 2023 11 min read
QuotedData’s Real Estate Monthly Roundup – November 2023
Real Estate Roundup Kindly sponsored by abrdn Performance data October’s biggest movers in price terms are shown in the charts below. October was another difficult month for property companies, with only a handful of positive moves and the median share price across the sector down 4.7%. Although not reflected in the data here, the Bank […]
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13 Oct 2023 12 min read
QuotedData’s Real Estate Monthly Roundup – October 2023
Real Estate Roundup Kindly sponsored by abrdn Performance data September’s biggest movers in price terms are shown in the charts below. Investor sentiment towards property stocks continues to wane, with the median share price of REITs and listed property companies down another 2.4% over the month of September – and 14.8% in the year to […]
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14 Sep 2023 17 min read
QuotedData’s Real Estate Monthly Roundup – September 2023
Real Estate Roundup Kindly sponsored by abrdn Performance data August’s biggest movers in price terms are shown in the charts below. The property sector remains in a state of limbo as investors await signs that interest rates have peaked. The median share price of REITs and listed property companies was down 2.4% over the month […]
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23 Jun 2023 11 min read
abrdn European Logistics Income – Riding out the storm
abrdn European Logistics Income Real estate | Update | 23 June 2023 Riding out the storm abrdn European Logistics Income (ASLI) is riding out the storm of market valuation declines, with a focus on managing its portfolio and securing income. It has recently completed a number of letting renewals across its portfolio (see page 9) […]
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11 min read
abrdn European Logistics Income – Riding out the storm
abrdn European Logistics Income Real estate | Update | 23 June 2023 Riding out the storm abrdn European Logistics Income’s (ASLI’s) manager is focused on riding out the storm of market valuation declines, with an emphasis on managing its portfolio and securing income. It has recently completed a number of letting renewals across its portfolio […]
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11 min read
abrdn European Logistics Income – Riding out the storm
abrdn European Logistics Income Real estate | Update | 23 June 2023 Riding out the storm abrdn European Logistics Income (ASLI) is riding out the storm of market valuation declines, with a focus on managing its portfolio and securing income. It has recently completed a number of letting renewals across its portfolio (see page 9) […]
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13 Jun 2023 15 min read
QuotedData’s Real Estate Monthly Roundup – June 2023
Real Estate Roundup Kindly sponsored by abrdn Performance data May’s biggest movers in price terms are shown in the charts below. The property sector is a hotbed of merger and acquisition (M&A) activity as investors look to take advantage of the unloved sector and wide discounts to net asset values (NAVs). Higher than expected inflation […]
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16 May 2023 13 min read
QuotedData’s Real Estate Monthly Roundup – May 2023
Real Estate Roundup Kindly sponsored by abrdn Performance data April’s biggest movers in price terms are shown in the charts below. Property stocks returned to positive territory in April after months of losses due to the impact of higher interest rates on valuations. The first signs of values stabilising are starting to feed through with […]
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09 Mar 2023 15 min read
QuotedData’s Real Estate Monthly Roundup – March 2023
Real Estate Roundup Kindly sponsored by abrdn Performance data February’s biggest movers in price terms are shown in the charts below. It was a mixed month in terms of share price performance for property companies, with a mean average share price fall of 0.3% across the sector. On the positive side, shopping centre behemoth Hammerson […]
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09 Feb 2023 7 min read
QuotedData’s Real Estate Monthly Roundup – February 2023
Real Estate Roundup Kindly sponsored by abrdn Performance data January’s biggest movers in price terms are shown in the charts below. 2023 started positively for the property sector, with a median average share price uplift of 1.3%. A gloomy economic outlook at the end of 2022 saw many property companies’ share prices fall to substantial […]
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24 Jan 2023 10 min read
QuotedData’s Real Estate Annual Review – 2022
Real Estate Annual Review Kindly sponsored by abrdn The year the rug was pulled out 2022 will be remembered as the year that the rug was pulled from under the property sector. Having benefitted from decades of low interest rates, which had fuelled debt-ladened deals and piqued the appetite of global investors looking for more […]
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12 Jan 2023 26 min read
abrdn European Logistics Income – Negotiating choppy waters
Negotiating choppy waters High interest rates have hit the share price of real estate companies, with those in sectors with low investment yields, such as logistics, particularly impacted. abrdn European Logistics Income (ASLI) is no different and the market turmoil has seen its discount widen to 34.0% – in line with its UK peers despite […]
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26 min read
abrdn European Logistics Income – Negotiating choppy waters
Negotiating choppy waters It appears that high interest rates have hit the share price of real estate companies, with those in sectors with low investment yields, such as logistics, particularly impacted. abrdn European Logistics Income (ASLI) is no different and the market turmoil has seen its discount widen to 34.0% – in line with its […]
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26 min read
abrdn European Logistics Income – Negotiating choppy waters
Negotiating choppy waters High interest rates have hit the share prices of real estate companies, with those in sectors with low investment yields, such as logistics, particularly impacted. abrdn European Logistics Income (ASLI) is no different and the market turmoil has seen its share price discount to net asset value (NAV) widen to 34.0% – […]
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05 Jan 2023 11 min read
QuotedData’s Real Estate Monthly Roundup – January 2023
Real Estate Roundup Kindly sponsored by abrdn Performance data December’s biggest movers in price terms are shown in the charts below. 2022 ended with another difficult month for property companies as the sector continues to get to grips with the impact of higher interest rates. There were several funds that performed well during December, however. […]
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07 Dec 2022 12 min read
QuotedData’s Real Estate Roundup – December 2022
Real Estate Roundup Kindly sponsored by abrdn Performance data November’s biggest movers in price terms are shown in the charts below. Valuation declines in the property sector are starting to feed through in NAV announcements and interim results (see page 2) as higher cost of debt continues to put pressure on pricing. Having seen dramatic […]
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03 Nov 2022 8 min read
QuotedData’s Investment Companies Roundup – November 2022
Investment Companies Monthly Roundup Kindly sponsored by Baillie Gifford and abrdn November 2022 Monthly | Investment companies Winners and losers in October 2022 Many equity markets recovered some of the ground lost in September. The swift departure of Liz Truss and her unfunded tax cuts helped the UK stock market and sterling. North America […]
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8 min read
QuotedData’s Real Estate Roundup – November 2022
Real Estate Roundup Kindly sponsored by abrdn Performance data October’s biggest movers in price terms are shown in the charts below. Having priced in a major write-down of portfolio valuations in the real estate sector, especially after interest rate expectations rocketed following the disastrous mini-budget at the end of September, the market seems to have […]
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24 Oct 2022 8 min read
What the logistics is going on?
Has logistics been oversold? The sell-off of real estate investment trusts (REITs) has been breathtaking, with industrial and logistics-focused funds taking their fair share of pain. The major concern is that borrowing costs are now higher than the initial yields on their portfolios, implying an upward re-basing of property yields and a decline in portfolio […]
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8 min read
What the logistics is going on?
Has logistics been oversold? The sell-off of real estate investment trusts (REITs) has been breath-taking, with industrial and logistics-focused funds taking their fair share of pain. The major concern is that borrowing costs are now higher than the initial yields on their portfolios, implying an upward re-basing of property yields and a decline in portfolio […]
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06 Oct 2022 10 min read
QuotedData’s Real Estate Roundup – October 2022
Real Estate Roundup Kindly sponsored by abrdn Performance data September’s biggest movers in price terms are shown in the charts below. The real estate sector is facing the perfect storm. Fears that interest rate rises will be higher and faster as the Bank of England looks to quell inflation, exacerbated by the chancellor’s disastrous ‘mini […]
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07 Sep 2022 11 min read
QuotedData’s Real Estate Roundup – September 2022
Real Estate Roundup Kindly sponsored by abrdn Performance data August’s biggest movers in price terms are shown in the charts below. AIM-listed small cap fund manager and investor First Property Group tops the list of best performing property companies in August. It was the only company to see a double-digit rise in its share price, […]
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04 Aug 2022 10 min read
QuotedData’s Real Estate Roundup – August 2022
Real Estate Roundup Kindly sponsored by abrdn Performance data July’s biggest movers in price terms are shown in the charts below. Many of the logistics and office focused companies that have suffered in the past few months saw somewhat of a recovery in July, as the substantial discounts that their share prices trade at relative […]
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15 Jul 2022 8 min read
QuotedData’s Real Estate Quarterly Review – Second Quarter 2022
Real Estate Quarterly Review Kindly sponsored by abrdn Storm clouds gather Fears that a perfect storm is brewing has weighed on the real estate sector. Central banks’ move to raise interest rates to curb spiralling inflation has stoked concerns that investors will turn away from real estate to less risky alternatives, such as bonds. Meanwhile […]
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07 Jul 2022 15 min read
QuotedData’s Real Estate Roundup – July 2022
Real Estate Roundup Kindly sponsored by abrdn Performance data June’s biggest movers in price terms are shown in the charts below. There were only a handful of property companies that saw share price growth in the month of June as interest rate rises and concerns of an impending recession took hold. Top of the list […]
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10 Jun 2022 16 min read
QuotedData’s Real Estate Roundup – June 2022
Real Estate Roundup Kindly sponsored by abrdn Performance data May’s biggest movers in price terms are shown in the charts below. A perpetual theme in the listed property sector over the last few years has been the persistent discount to net asset value that many companies’ share prices have traded on. Some have succumbed to […]
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06 May 2022 9 min read
QuotedData’s Real Estate Roundup – May 2022
Real Estate Roundup Kindly sponsored by abrdn Performance data April’s biggest movers in price terms are shown in the charts below. Fears of a looming recession meant April was a difficult month for property stocks generally. There were a few positive performers in share price terms, however. Leading the way was London office landlord and […]
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12 Apr 2022 7 min read
QuotedData’s Real Estate Quarterly Review – First Quarter 2022
Real Estate Quarterly Review Kindly sponsored by Abrdn Value to be found in topsy-turvy market The first three months of 2022 have been full of significant events. Investor caution followed Russia’s invasion of Ukraine and put paid to a London-listed property company with a portfolio of Russian assets (see page 6 for details). The cost-of-living crisis […]
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06 Apr 2022 15 min read
QuotedData’s Real Estate Roundup – April 2022
Real Estate Roundup Kindly sponsored by abrdn Performance data March’s biggest movers in price terms are shown in the charts below. Property stocks generally rallied in March, perhaps due to the relative inflation hedge they can provide. There were two outliers in Dublin office specialist Hibernia REIT and small-cap South East of England landlord McKay […]
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10 Mar 2022 11 min read
abrdn European Logistics Income – Logistics safe haven with growth on horizon
Logistics safe haven with growth on horizon As events unfold in Ukraine and inflation rages, the European logistics property sector could prove to be a safe haven for investors. One of the largest investors in the space, abrdn European Logistics Income (ASLI), has a growing portfolio that has significant inflation protection, with all of its […]
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11 min read
abrdn European Logistics Income – Logistics safe haven with growth on horizon
Logistics safe haven with growth on horizon As events unfold in Ukraine and inflation rages, the European logistics property sector should prove to be a safe haven for investors. One of the largest investors in the space, abrdn European Logistics Income (ASLI), has a growing portfolio that has significant inflation protection, with all of its […]
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11 min read
abrdn European Logistics Income – Logistics safe haven with growth on horizon
Logistics safe haven with growth on horizon As events unfold in Ukraine and inflation rages, the European logistics property sector should prove to be a safe haven for investors. One of the largest investors in the space, abrdn European Logistics Income (ASLI), has a growing portfolio that has significant inflation protection, with all of its […]
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09 Mar 2022 11 min read
QuotedData’s Real Estate Roundup – March 2022
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data February’s biggest movers in price terms are shown in the charts below. The geopolitical uncertainty caused by the Russian invasion of Ukraine has hit markets hard. On the whole, the property sector suffered losses during February, but there were a few companies that saw […]
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04 Feb 2022 7 min read
QuotedData’s Real Estate Roundup – February 2022
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data January’s biggest movers in price terms are shown in the charts below. Perhaps reflecting optimism around the strength of the economy coming out of COVID restrictions, a shift to value stocks was triggered in January, with property generalists and retail-focused companies the beneficiaries. Hammerson […]
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24 Jan 2022 10 min read
QuotedData’s Real Estate Annual Review – 2021
Real Estate Annual Review Kindly sponsored by Aberdeen Standard Investments Bouncebackability Over the course of 2021, the property sector certainly rebounded from the depths of the pandemic-induced slumps of 2020, with the average share price of listed property companies up 14.2%. That didn’t mean there were not some ups and downs along the way. The […]
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07 Jan 2022 9 min read
QuotedData’s Real Estate Roundup – January 2022
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data December’s biggest movers in price terms are shown in the charts below. The year of 2021 ended with positive news that the Omicron variant was less serious than first thought, resulting in a lockdown over the Christmas-trading period being avoided. It was Home REIT […]
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15 Oct 2021 8 min read
QuotedData’s Real Estate Quarterly Review – Third Quarter 2021
Real Estate Quarterly Review Kindly sponsored by Aberdeen Standard Investments Rate rise fears dampens bounce back The quarter started with much promise, as activity picked up with the full opening of the economy. This was reflected in the valuation of commercial properties and in turn investor sentiment to the listed real estate sector. However, supply chain […]
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08 Oct 2021 10 min read
QuotedData’s Real Estate Roundup – October 2021
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data September’s biggest movers in price terms are shown in the chart below. With fears that economic growth will be stunted by supply chain issues, September wasn’t a great month for property stocks. However, development and regeneration specialist Harworth saw its share price rise 13.3% […]
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21 Sep 2021 25 min read
Aberdeen Standard European Logistics Income – Handbrake off in growth drive
Handbrake off in growth drive Aberdeen Standard European Logistics Income’s (ASLI’s) manager has taken a prudent approach to growing the fund thus far, taking a little-and-often capital raise strategy to improve the quality of the portfolio. However, it now proposes a £75m placing to help fund an identified investment pipeline worth €165m and take advantage […]
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25 min read
Aberdeen Standard European Logistics Income – Handbrake off in growth drive
Handbrake off in growth drive Aberdeen Standard European Logistics Income’s (ASLI’s) manager has taken a prudent approach to growing the fund thus far, taking a little-and-often capital raise strategy to improve the quality of the portfolio. However, it now proposes a £75m placing to acquire assets from an identified investment pipeline worth €165m and take […]
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25 min read
Aberdeen Standard European Logistics Income – Handbrake off in growth drive
Handbrake off in growth drive Aberdeen Standard European Logistics Income’s (ASLI’s) manager has taken a prudent approach to growing the fund thus far, taking a little-and-often capital raise strategy to improve the quality of the portfolio. However, it now proposes a £75m placing to help fund an identified investment pipeline worth €165m and take advantage […]
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09 Sep 2021 9 min read
QuotedData’s Real Estate Roundup – September 2021
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data August’s biggest movers in price terms are shown in the chart below. Traditionally a quiet month, August was anything but for property companies. While takeovers, IPO activity and large investment deals dominated the headlines, Tritax Big Box REIT continued its impressive performance. After reporting […]
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06 Aug 2021 10 min read
QuotedData’s Real Estate Roundup – August 2021
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data July’s biggest movers in price terms are shown in the chart below. It was no surprise that GCP Student Living topped the table for best performing property companies in July after it received a takeover bid 30% above its share price during the month. […]
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15 Jul 2021 8 min read
QuotedData’s Real Estate Quarterly Review – second quarter 2021
Value hunters boost property The easing of lockdown restrictions throughout the quarter saw property companies stage somewhat of a comeback from the depths of the pandemic, despite ‘freedom day’ being delayed into July. The potential for an economic bounce in the second half of the year is growing and generalist real estate investment trusts (REITs), […]
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14 Jul 2021 3 min read
QuotedData’s Property Webinar Series – Week 2 Playback
On 14th July 2021, QuotedData hosted the second of 4 Property focused webinars. This webinar was focused on Property and included presentations and Q&As from 4 managers, covering different aspects of property. We would like to thank all of our speakers and attendees for joining us. Click on the links below to watch the presentations – […]
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11 May 2021 9 min read
QuotedData’s Real Estate Roundup – May 2021
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data April’s biggest movers in price terms are shown in the chart below. Diversified property companies were the winners in April as progress in the UK’s vaccination programme and roadmap out of lockdown continued unabated. Six of the top 10 best performing companies in price […]
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19 Apr 2021 8 min read
QuotedData’s Real Estate Quarterly Review – first quarter 2021
Lockdown cloud begins to lift The success of the vaccine rollout in the UK and the implementation of a roadmap out of lockdown saw the share prices of listed property companies – most of which had been decimated during the last year – make somewhat of a recovery. The economy is on firmer footing and […]
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14 Apr 2021 11 min read
QuotedData’s Real Estate Roundup – April 2021
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data March’s biggest movers in price terms are shown in the chart below. Drum Income Plus REIT saw its share price rally 75% in March following the announcement that its board was undertaking a strategic review to consider the future of the company, which it […]
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08 Mar 2021 10 min read
QuotedData’s Real Estate Roundup – March 2021
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data February’s biggest movers in price terms are shown in the chart below. The roadmap out of lockdown and the impressive vaccination programme in the UK has lifted confidence in a swift economic recovery and triggered a shift to value stocks. Property companies on significant […]
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11 Feb 2021 6 min read
QuotedData’s Real Estate Roundup – February 2021
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data January’s biggest movers in price terms are shown in the chart below. The UK’s vaccination programme has lifted optimism for a speedier opening of the economy than first feared at the start of the year. Property companies that reported positive valuation figures for the […]
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05 Feb 2021 1 min read
QuotedData’s Round the World Webinar series – Europe day playback
On 3rd February 2021, QuotedData hosted the first of four Round the World webinars. This webinar was focused on Europe and included presentations and Q&As from 3 investment companies’ managers, covering markets across Europe. We would like to thank all of our speakers and attendees for joining us. Click on the links below to watch the […]
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04 Feb 2021 4 min read
QuotedData’s Round the World Webinar series – Europe day playback
On 3rd February 2021, QuotedData hosted the first of four Round the World webinars. This webinar was focused on Europe and included presentations and Q&As from 4 investment companies’ managers, covering markets across Europe. We would like to thank all of our speakers and attendees for joining us. Click on the links below to watch the […]
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22 Jan 2021 12 min read
QuotedData’s Real Estate Annual Review – 2020
Real Estate Annual Review Kindly sponsored by Aberdeen Standard Investments Riding out the COVID rollercoaster The 2020 rollercoaster saw more downs than ups and at times felt like a pandemic induced freefall. Lockdowns, tiers and plenty of U-turns meant investing in property was not for the faint hearted. Positivity returned at the end of the […]
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14 Jan 2021 9 min read
QuotedData’s Real Estate Roundup – January 2021
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data December’s biggest movers in price terms are shown in the chart below. The boost of coming out of the second national lockdown in early December was short lived as Christmas was cancelled for most of the UK with COVID-19 cases spiking. It did little […]
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17 Dec 2020 8 min read
Aberdeen Standard European Logistics Income – Expansion on the radar
Expansion on the radar As Aberdeen Standard European Logistics Income (ASLI) marks its third anniversary since launch, it has recorded a NAV total return over the period of 16.5% and a share price total return of 22.5%. The COVID-19 pandemic has only served to reinforce the strong characteristics of the European logistics sector, where a […]
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8 min read
Aberdeen Standard European Logistics Income – Expansion on the radar
Expansion on the radar As Aberdeen Standard European Logistics Income (ASLI) marks its third anniversary since launch, it has recorded a NAV total return over the period of 16.5% and a share price total return of 22.5%. The COVID-19 pandemic has only served to reinforce the strong characteristics of the European logistics sector, where a […]
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8 min read
Aberdeen Standard European Logistics Income – Expansion on the radar
Expansion on the radar As Aberdeen Standard European Logistics Income (ASLI) marks its third anniversary since launch, it has recorded a net asset value (NAV) total return over the period of 16.5% and a share price total return of 22.5%. The COVID-19 pandemic has only served to reinforce the strong characteristics of the European logistics […]
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12 Nov 2020 9 min read
QuotedData’s Real Estate Roundup – November 2020
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data October’s biggest movers in price terms are shown in the chart below. October finished with the threat of a second lockdown looming over the UK as COVID-19 cases continued to rise. However, this did not dampen demand for shares in some of the companies […]
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16 Oct 2020 8 min read
QuotedData’s Real Estate Quarterly Review – Q3 2020
Real Estate Quarterly Roundup Kindly sponsored by Aberdeen Standard Investments Toughing it out It has been another challenging quarter for the real estate sector as the COVID-19 pandemic continues to take its toll. The economy bounced back in the early part of the quarter after the national lockdown was lifted, while government schemes such as […]
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09 Oct 2020 10 min read
QuotedData’s Real Estate Roundup – October 2020
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data September’s biggest movers in price terms are shown in the chart below. There was an eclectic mix of property companies to feature in the top price movers for September. Top of the tree was private rented sector and residential development specialist Sigma Capital Group, […]
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10 Sep 2020 8 min read
QuotedData’s Real Estate Roundup – September 2020
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data August’s biggest movers in price terms are shown in the chart below. There were some interesting price rises during the month of August as investors’ search for returns took them to property companies that have seen their share prices severely depressed during the Covid-19 […]
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13 Aug 2020 9 min read
QuotedData’s Real Estate Monthly Roundup – August 2020
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data July’s biggest movers in price terms are shown in the chart below. A number of REITs and property companies saw big share price gains over the month of July as covid-19 restrictions started to ease across the UK and greater economic stimulus was revealed. […]
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16 Jul 2020 7 min read
QuotedData’s Real Estate Quarterly Review – Q2 2020
Real Estate Quarterly Roundup Kindly sponsored by Aberdeen Standard Investments A polarised lens The covid-19 pandemic continued to wreak havoc in the real estate in the second quarter, but a polarisation of sectors and funds has started to become apparent. Companies focused on the retail, leisure and hospitality property sectors had already seen huge negative […]
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08 Jul 2020 1 min read
QuotedData’s Property Summer Conference – week 1
COVID-19 is creating havoc in some parts of the property sector but others are thriving. On Wednesday 8th July we held the first of our summer property webinars where the managers of Aberdeen Standard European Logistics Income, TR Property Investment Trust, Schroder Real Estate Investment Trust, LondonMetric Property and Tritax Big Box REIT gave presentations on their fund, the property sector […]
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08 Jun 2020 8 min read
QuotedData’s Economic Roundup – June 2020
Economic & Political Roundup Kindly sponsored by 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 to buy or sell […]
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02 Jun 2020 25 min read
Aberdeen Standard European Logistics Income – Resilient to covid-19
Resilient to covid-19 The logistics sector, in which Aberdeen Standard European Logistics Income (ASLI) invests, would appear to be one of the few property sectors that could see occupier demand increase in the long term as a result of the coronavirus pandemic. With some form of a lockdown enforced in most European countries, there has […]
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25 min read
Aberdeen Standard European Logistics Income – Resilient to covid-19
Resilient to covid-19 The logistics sector, in which Aberdeen Standard European Logistics Income (ASLI) invests, is likely to be one of the few property sectors that will see occupier demand increase in the long term as a result of the coronavirus pandemic. With some form of a lockdown enforced in most European countries, there has […]
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29 May 2020 1 min read
QuotedData’s weekly roundup 29 May 2020
James Carthew’s weekly news roundup show for Friday, 29 May, covers a wide range of topics and includes an interview with David Cornell, manager of India Capital Growth. Listen back here If there is a guest speaker you’d particularly like to hear from, please email us – [email protected]. Next we’ll be back on 5th June […]
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07 May 2020 11 min read
QuotedData’s Real Estate Roundup – May 2020
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data April’s biggest movers in price terms are shown in the chart below. Following two months of heavy falls as the covid-19 pandemic took hold and the UK was put on lockdown, many property companies saw a bounce in their share price in April, although […]
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20 Apr 2020 7 min read
QuotedData’s Real Estate Quarterly Roundup – First Quarter 2020
Real Estate Quarterly Roundup Kindly sponsored by Aberdeen Standard Investments Covid chaos The covid-19 pandemic has had a devastating effect on the share price of property companies, with 31% wiped off the value of their total market capitalisation during the first quarter of 2020. Companies focused on the retail, leisure and hospitality property sectors were […]
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07 Apr 2020 8 min read
QuotedData’s Investment Companies Roundup – April 2020
Investment Companies Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Table of contents New research In this issue Performance data Discounts and premiums Money in and out Major news stories Income Events Guide Appendix – Performance by sector full list New research Here is a list of research we published over March: An update note […]
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11 min read
QuotedData’s Real Estate Roundup – April 2020
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data March’s biggest movers in price terms are shown in the chart below. Property stocks took a hammering in March as the covid19 pandemic took hold. The UK was put on lockdown to stop the spread of the coronavirus resulting in the enforced closure of […]
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10 Mar 2020 12 min read
QuotedData’s Real Estate Roundup – March 2020
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data February’s biggest movers in price terms are shown in the chart below. Property stocks tumbled in February as fears over the spread of Covid-19 spooked financial markets around the world and resulted in the largest sell-off since the 2008 financial crisis. There were just […]
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07 Feb 2020 9 min read
QuotedData’s Real Estate Roundup – February 2020
Real Estate Roundup Performance data January’s biggest movers in price terms are shown in the chart below. The sluggish start to the year for listed property companies is hardly surprising given they were coming off a high base after the “Boris-bounce” following the general election in December. Topping the list was Triple Point Social Housing […]
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24 Jan 2020 20 min read
QuotedData’s Investment Companies Annual Review – 2019
In this issue The sector at the end of 2019 Performance data Performance by sector and fund Money in and out of the sector Money in and out of existing funds Money coming into existing funds Money going out of existing funds Liquidations, de-listings and trading cancellations Significant rating changes Major news stories Outlook for […]
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20 Dec 2019 15 min read
Industrial property market – The gift that keeps on giving
Industrial property market – the gift that keeps on giving The industrial and logistics sector has been on a tremendous run over the past five years or so. It is hard to think now, given the current dynamics in the property industry, that retail and offices were the sectors of choice for investors for many […]
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15 min read
Industrial property market – The gift that keeps on giving
Industrial property market – the gift that keeps on giving The industrial and logistics sector has been on a tremendous run over the past five years or so. It is hard to think now, given the current dynamics in the property industry, that retail and offices were the sectors of choice for investors for many […]
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08 Oct 2019 10 min read
Aberdeen Standard European Logistics Income – On the crest of a wave
On the crest of a wave Aberdeen Standard European Logistics Income (ASLI) has assembled a property portfolio that is primed to cash in on the fundamental shift in consumer spending to online retail. The European logistics market is set to follow in the footsteps of the UK market, which has witnessed a surge in demand […]
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9 min read
Aberdeen Standard European Logistics Income – On the crest of a wave
On the crest of a wave Aberdeen Standard European Logistics Income (ASLI) has assembled a portfolio that is primed to cash in on the fundamental shift in consumer spending to online retail. The European logistics market is set to follow in the footsteps of the UK market, which has witnessed a surge in demand from […]
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07 Oct 2019 6 min read
QuotedData’s economic roundup – October 2019
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 […]
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02 Oct 2019 11 min read
QuotedData’s Real Estate Roundup – October 2019
Real Estate Roundup Performance data September’s biggest movers in price terms are shown in the chart below. The month of September was a bumper month for many property companies’ share price, dominated by retail focused companies, who in general have taken a hammering over the past 18 months or so. Top of the list was […]
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05 Jul 2019 3 min read
QuotedData’s investment companies roundup – July 2019
Investment Companies Roundup New research Over June, we published notes on CQS Natural Resources Growth and Income, Standard Life Private Equity and Shires Income. You can read all these notes by clicking on the links above or by visiting www.quoteddata.com. In this issue Performance data – there was a greater appetite for risk in June as […]
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08 May 2019 3 min read
QuotedData’s investment companies roundup – May 2019
Investment Companies Roundup New research Over April, we published notes on Henderson Diversified Income, Ecofin Global Utilities and Infrastructure, Jupiter Emerging and Frontier Income, Seneca Global Income & Growth and Polar Capital Global Financials Trust. You can read all these notes by clicking on the links above or by visiting www.quoteddata.com. In this issue Performance data – it was […]
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4 min read
QuotedData’s economic roundup – May 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 […]
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15 Apr 2019 6 min read
Quarterly Investment Companies Roundup – First Quarter 2019
Quarterly Investment Companies Roundup – First Quarter 2019 QuotedData news Through the first quarter of 2019, global equities largely clawed back the losses suffered over the final weeks of 2018. How much longer this ten-year bull market can sustain itself is the subject of much debate. US interest rate rises have stalled, reflecting growing cautiousness. Elsewhere, […]
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12 Mar 2019 1 min read
Aberdeen Standard European Logistics Income – Poised to expand?
Aberdeen Standard European Logistics Income – Poised to expand? Aberdeen Standard European Logistics Income (ASLI) has built a portfolio of 10 assets, deployed all the money it raised at IPO and has declared dividends totalling 3p per share in respect of its first accounting period (in-line with its target). Borrowing facilities are being arranged that […]
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1 min read
Aberdeen Standard European Logistics Income – Poised to expand?
Aberdeen Standard European Logistics Income – Poised to expand? Aberdeen Standard European Logistics Income (ASLI) has built a portfolio of 10 assets, invested all the money it raised at IPO and has declared dividends totalling 3p per share in respect of its first accounting period (in-line with its target). Borrowing facilities are being arranged that […]
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12 Oct 2018 1 min read
QuotedData’s Economic round up – October 2018
QuotedData’s Economic round up – October 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 […]
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14 Sep 2018 1 min read
QuotedData’s investment companies roundup – September 2018
QuotedData’s investment companies roundup – September 2018 is 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 August 2018. Kindly sponsored by Baillie Gifford. Money raised and returned in August GRIT Real Estate Income floated on the UK Stock Exchange in […]
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11 Jul 2018 1 min read
QuotedData’s investment companies roundup – July 2018
QuotedData’s investment companies roundup – July 2018 is 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 June 2018. Kindly sponsored by Baillie Gifford. July Investment Companies Roundup Money raised and returned in June Newcomer to the market, Yew Grove […]
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07 Feb 2018 2 min read
QuotedData investment companies roundup – February 2018
QuotedData investment companies roundup – February 2018 – is 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 January 2018. Kindly sponsored by Baillie Gifford. The oil price was up again over the month and this helped propel […]
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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 […]
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10 Jan 2018 2 min read
QuotedData investment companies roundup – January 2018
QuotedData investment companies roundup – January 2018 – is 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 December 2017. Kindly sponsored by Baillie Gifford. January Investment Companies Roundup Winners and losers in December Infrastructure India’s share price […]
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23 Nov 2017 1 min read
Pre IPO: Aberdeen Standard European Logistics Income – “Regular and attractive income”
Pre IPO: Aberdeen Standard European Logistics Income – “Regular and attractive income” Aberdeen Standard European Logistics Income (ASLI or the company) is a new company that intends to qualify as an investment trust. It will invest in a diversified portfolio of ‘big box’ logistics and ‘last mile’ urban warehouse assets in Europe (this includes both […]
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1 min read
IPO note: Aberdeen Standard European Logistics Income – “Regular and attractive income”
Aberdeen Standard European Logistics Income (ASLI or the company) is a new company that intends to qualify as an investment trust. It will invest in a diversified portfolio of ‘big box’ logistics and ‘last mile’ urban warehouse assets in Europe (this includes both the UK and the Nordic countries – download the research and view […]
News
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24 Jan 2025 2 min read
abrdn European Logistics Income sells first three assets of managed wind-down
abrdn European Logistics Income (ASLI) has sold the first three assets as part of its managed wind-down for €45.4m. Sale of warehouse in Oss, The Netherlands The company has concluded the sale of the freehold of the 12,384 sqm warehouse located in Oss, The Netherlands, for consideration of €15.7m. The asset, constructed in 2019 and […]
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27 Dec 2024 5 min read
QuotedData’s review of the year 2024
This is the last of our weekly emails for 2024. We hope that you have been finding them useful. 2024 has been a year of setbacks and shrinkage for the UK investment companies industry, topped by the cynical and self-serving attack on seven trusts by US corporate raider Saba Capital (there will be much more […]
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28 Nov 2024 2 min read
QuotedData’s morning briefing 28 November 2024 – SST, RNEW, ANII, AEWU, HOME, ASLI
In QuotedData’s morning briefing 28 November 2024: Scottish Oriental Smaller Companies (SST) says its lead manager Vinay Agarwal has left FSSA Investment Managers by mutual agreement. The trust’s new lead manager is Sreevardhan Agarwal, who is now in charge of the portfolio. Sree has acted as the company’s deputy manager and, latterly, co-manager for the past […]
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27 Sep 2024 2 min read
QuotedData’s morning briefing 27 September 2024 – RTW, INPP, ASLI
In QuotedData’s morning briefing 27 September 2024: BioAge Labs, Inc., a portfolio company of RTW Biotech Opportunities (RTW), has completed a US$198m initial public offering (IPO) and is now trading on the Nasdaq Global Select Market under the ticker: BIOA. The company raised the US$198m by offering 11,000,000 shares at US$18.00 per share and, as […]
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23 Aug 2024 1 min read
QuotedData’s morning briefing 23 August 2024 – ASLI, HOME
In QuotedData’s morning briefing 23 August 2024: abrdn European Logistics Income (ASLI) posted a sharp fall in NAV due to the estimated costs of selling off its portfolio as part of the managed wind down of the trust. NAV over the quarter to 30 June was down 4.2% to 87.9 euro cents (GBP – 74.4p […]
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25 Jun 2024 1 min read
QuotedData’s morning briefing 25 June 2024 – FSF, LAND, HEFT, SONG
In QuotedData’s morning briefing 25 June 2024: Foresight Sustainable Forestry (FSF) announced its interim results for the six months to 31 March 2024. The company recorded a profit for the period of £6.6m, while delivering a NAV per share return of 3.9% since 30 September 2023. The key drivers of the uplift were the upwards […]
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29 May 2024 2 min read
QuotedData’s morning briefing 29 May 2024 – CTUK, HEFT, JLEN, ASLI, API, CAL
In QuotedData’s morning briefing 29 May 2024: CT UK Capital and Income Investment Trust (CTUK) announced its interim results for the six months to March 31 2024. The company’s NAV total return was 12.9%, outperforming its benchmark index which returned 6.9% over the same period. The share price total return was 9.5%. The dividend for […]
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24 May 2024 1 min read
QuotedData’s weekly news show 24th May 2024
Thank you to everyone that listened in today, whether you watched the Zoom live or on YouTube. In this week’s show, James Carthew and Richard Williams covered the week’s top stories: • Marble Point Loan Financing (0:21)• Odyssean (4:37)• abrdn European Logistics Income (6:24)• NewRiver REIT / Capital & Regional (9:43)• Great Portland Estates (13:47) […]
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20 May 2024 2 min read
abrdn European Logistics Income to wind down
abrdn European Logistics Income (ASLI) has announced that it will undergo a managed wind down. Ahead of a continuation vote this year, the board launched the strategic review into the future of the company in November 2023, with the fund suffering from a wide discount to NAV and a materially uncovered dividend. The company received […]
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26 Apr 2024 2 min read
abrdn European Logistics Income’s NAV takes a hit as strategic review continues
abrdn European Logistics Income (ASLI) reported a big hit to its NAV in full year results for the year to 31 December 2023, as the impact of higher interest rates weighed on portfolio values. IFRS NAV decreased by 21.4% to 93.4 cents (31 December 2022: 118.9 cents), while the EPRA net tangible assets metric was […]
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05 Apr 2024 3 min read
QD view – Who’s next on the M&A conveyor belt?
It has been interesting to watch the different merger and acquisition (M&A) activity play out in the real estate sector – and the different boards’ approaches to it. Last week, the proposed deal, that would have seen abrdn Property Income Trust (API) swallowed by Custodian Property Income REIT, collapsed after it failed to get the […]
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27 Mar 2024 1 min read
QuotedData’s morning briefing 27 March 2024 – LABS, ASLI
In QuotedData’s morning briefing 27 March 2024: Life Science REIT (LABS) has leased 7,497 sq ft of space at the Innovation Quarter at Oxford Technology Park to Coldquanta UK Limited, which is part of Infleqtion, a global quantum technology company. The lease will complete once the laboratory fitout works are complete. ColdQuanta will pay an […]
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18 Mar 2024 2 min read
QuotedData’s morning briefing 18 March 2024 – JPEL, OCI, AIRE, ASLI, CHRY
In QuotedData’s morning briefing 18 March 2024: JPEL Private Equity (JPEL) has released its 31 December NAV, along with its semi annual report. Its NAV per share declined from $1.63 to $1.50, giving it a total NAV of $21.6m. The decline in NAV is primarily due to mark to market adjustments in JPEL’s investment in […]
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22 Feb 2024 2 min read
QuotedData’s morning briefing 22 February 2024 – API, EBOX, ASLI
In QuotedData’s morning briefing 22 February 2024: Both abrdn Property Income Trust (API) and Custodian Property Income REIT (CREI) have adjourned their shareholder meetings to vote on the merger offer from CREI due to this week’s indicative offer for API by Urban Logistics REIT (SHED). API’s board said that it was assessing the possible offer […]
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19 Feb 2024 1 min read
abrdn European Logistics receives several proposals
abrdn European Logistics Income (ASLI) has said that it has received a number of proposals to acquire the company, after putting itself up for sale in November 2023. A broad range of preliminary, indicative non-binding proposals have been made to the company, it said. The company added that “there can be no certainty at this […]
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01 Dec 2023 3 min read
QD view – a sector in turmoil
Another week, another bout of corporate activity. Subject to shareholder approval, abrdn China is to be absorbed by Fidelity China Special Situations, and Troy Income and Growth will merge with STS Global Income and Growth. In addition, abrdn European Logistics Income announced a strategic review, Downing Renewables and Infrastructure Trust said that it would consider […]
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27 Nov 2023 2 min read
abrdn European Logistics Income launches strategic review into future
abrdn European Logistics Income (ASLI) has launched a strategic review into the future of the company that could result in its sale or merger with another company. The company, which invests in mid-box and urban logistics real estate in Continental Europe, said that it is “facing a number of challenges, at both a macro and […]
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19 Oct 2023 2 min read
QuotedData’s morning briefing 19 October 2023 – HTCF, RSE, ABD, PIN, AERI, ASLI, AEWU
In QuotedData’s morning briefing 19 October 2023: Highbridge Tactical Credit (HTCF) will compulsorily redeem almost all of its shares on 1 November 2023 and then go into liquidation. Round Hill Music (RHM) shareholders overwhelmingly approved the takeover by Concord Bidco. The shares will stop trading before the market opens on 31 October and shareholders should […]
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22 Aug 2023 1 min read
QuotedData’s morning briefing 22 August 2023 – ASLI, HOME
In QuotedData’s morning briefing for 22 August 2023: abrdn European Logistics Income (ASLI) provided a NAV update for the quarter ending 30 June 2023. Its NAV per share fell by 2.8%, from 111.2c (97.7p) per share to 108.3c (92.9p) per share. This was equivalent to a -9.6% NAV total return over the period, accounting for […]
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25 May 2023 2 min read
QuotedData’s Property Investment Conference 2023
Welcome to the videos from the Property Investment Conference 2023. The conference was for property analysts and REIT investors from all the major asset management groups, banks, stockbrokers, wealth managers and IFA Groups. Private investors were also welcomed this year via live streaming who were able to follow the panel discussions and expert speakers. We […]
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16 May 2023 1 min read
QuotedData’s morning briefing 16 May 2023
In QuotedData’s morning briefing 16 May 2023: Apax Global Alpha (APAX) announced that it has signed a definitive agreement to acquire a significant minority stake in IBS Software through the Apax XI Fund in which APAX is a limited partner. IBS is a leading provider of modern software solutions to the global travel and logistics industry. […]
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05 May 2023 1 min read
abrdn European Logistics Income sells Spanish warehouse
abrdn European Logistics Income (ASLI) has completed the sale of a 32,645 sqm warehouse, in Leon, Northern Spain, to SCPI Iroko Zen, for €18.5m. The disposal price reflects a 3% premium to the 31 December 2022 valuation. ASLI acquired the asset in 2018 for €15.3m with the sale reflecting a crystalised 20% gross profit. Located […]
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02 May 2023 2 min read
QuotedData’s morning briefing 02 May 2023
Princess Private Equity Holding (PEY) provided a monthly update with NAV growing 0.3%. It also confirmed the first interim dividend payment of EUR 0.365 per share for FY 2023, which is in line with previous guidance to distribute 5% of opening net asset value for each financial year, via semi-annual payments. The first interim dividend […]
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21 Apr 2023 2 min read
abrdn European Logistics Income sees NAV fall 8.1%
abrdn European Logistics Income saw its EPRA net tangible assets (NTA) reduce 8.1% to €1.25 per share in the year to 31 December 2022, due to the market-wide outward yield movements as a result of rising interest rates. The group’s portfolio value fell 4% on a like-for-like basis, but increased 14% to €759m (31 December […]
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23 Feb 2023 1 min read
QuotedData’s morning briefing 23 February 2023
In QuotedData’s morning briefing 23 February 2023: Six months into its accounting year (which ends on 30 June 2023), Gulf Investments (GIF) had given up some ground with an NAV return of -1.8%. However, that compares well with a return of -7.1% on its benchmark. Unfortunately, the discount widened leaving investors with a return of […]
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17 Feb 2023 1 min read
QuotedData’s morning briefing 17 February 2023
In QuotedData’s morning briefing for 17 February 2023 The board of CVC Income and Growth (CVCE) has announced that the trust’s investment manager, CVC Credit Partners Investment Management, has waived its future right to a performance fee, taking effect from 1 January 2023. abrdn European Logistics Income (ASLI) has agreed a 3,939 sqm lease renewal […]
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21 Oct 2022 2 min read
QD view – has logistics been oversold?
They say a week is a long time in politics, try a day. Wednesday was a breathtakingly embarrassing day for the government, with the calamitous Liz Truss finally falling on her sword of uncosted tax cuts on Thursday. This will mean that the UK will have its third prime minister in less than two months […]
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05 Oct 2022 2 min read
abrdn European Logistics Income buys in France and Netherlands
abrdn European Logistics Income (ASLI) has acquired two logistics warehouses – in Dijon, France, and Horst, the Netherlands – for a total of €21.4m. Constructed in 2004 and refurbished in 2021, the 5,069 sqm Dijon property was acquired for €9.3m, reflecting a net initial yield of 4.2%. The building is leased to Dachser Intelligent Logistics, […]
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10 Aug 2022 2 min read
QuotedData’s morning briefing 10 August 2022
In QuotedData’s morning briefing 10 August 2022: abrdn European Logistics Income (ASLI) has signed the purchase agreement for the acquisition of the recently completed warehouse extension at Waddinxveen, in the Netherlands, for a total net purchase price of €4.9m. ASLI exercised its right of refusal over this development located directly next to the existing warehouse […]
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22 Apr 2022 2 min read
abrdn European Logistics Income posts 12.4% NAV total return
abrdn European Logistics Income has reported NAV total return in 2021 of 12.4%, as the European logistics sector continues to benefit from a supply-demand imbalance. The group’s NAV increased 7.5% to €1.29 per share, while it paid out dividends in the year of 5.64 euro cents. IFRS earnings were 15.4 euro cents per share for […]
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11 Mar 2022 3 min read
QD view – Cushion the inflation blow
Property has traditionally been a good inflation hedge, with rental uplifts usually coming in line with inflation. With inflation forecast to hit around 8% next month (and who knows what later in the year) it seems clear that this will not be the case this time. Leases with inflation protection built-in typically come with a […]
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02 Mar 2022 2 min read
Logistics “can be safe haven” for investors
The logistics property sector can be a safe haven for investors in the face of the uncertainty caused by the war in Ukraine. That was the assessment made by an expert panel at the first leg of QuotedData’s Round the World webinar series focused on Europe. Russia’s invasion of Ukraine has seen heightened market volatility […]
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14 Jan 2022 1 min read
QuotedData’s weekly news show 14th January 2022
QuotedData’s weekly news show 14th January 2022 Thank you to everyone that listened in today, whether you watched the Zoom live, on Facebook or on YouTube. In this week’s show, Jayna Rana and Richard Williams covered the week’s top stories: • Electra Private Equity • JLEN Environmental Assets • HydrogenOne Capital Growth • abrdn European […]
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12 Jan 2022 3 min read
ASLI announces placing to fund €142m near-term pipeline
Abrdn European Logistics Income (ASLI) has launched a placing under its share issuance programme to fund its near-term €142m pipeline of investments. The group, which has recently deployed the £125m it raised in September 2021 on the acquisition of a logistics portfolio in Madrid, said the placing price will be 110 pence per share, a […]
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06 Jan 2022 1 min read
QuotedData’s morning briefing 6 January 2022
In QuotedData’s morning briefing 6 January 2022: Aberdeen Standard European Logistics Income has changed its name to abrdn European Logistics Income with effect from 5 January. The ticker will still be ASLI. We also have news of a couple of new investments by Hg Capital and NextEnergy Solar
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14 Dec 2021 4 min read
ASLI secures €227m Madrid logistics portfolio
Aberdeen Standard European Logistics Income (ASLI) has acquired a portfolio of ‘last mile’ urban logistics assets in Madrid for €227m, fully deploying the proceeds of its recent equity raise. The portfolio consists of four phases, with phases one to three comprising seven newly constructed logistics warehouses and phase four comprising one under construction logistics warehouse […]
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29 Sep 2021 1 min read
ASLI raises £125m in oversubscribed issue
Aberdeen Standard European Logistics Income (ASLI) has raised £125m in a significantly oversubscribed issue. A total of 114.7 million new shares will be issued at a price of 109.0p. The board said despite the oversubscription, a scaling back exercise had to be undertaken with investor demand substantially exceeding £125m. Tony Roper, chairman, said: “The very […]
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10 Sep 2021 1 min read
QuotedData’s weekly news show 10 September 2021
QuotedData’s weekly news show 10 September 2021 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 and Richard Williams covered the week’s top stories: VH Global Sustainable Energy European logistics – ASLI and EBOX Standard Life Investments Property Income […]
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08 Sep 2021 6 min read
Aberdeen Standard European Logistics announces launch of issue
Aberdeen Standard European Logistics announces launch of issue – The board of Aberdeen Standard European Logistics (ASLI), has announced a proposed open offer, placing, offer for subscription and intermediaries offer targeting gross issue proceeds of approximately £75m at a price of 109p per new ordinary share. This represents a discount of 8.4% to the closing […]
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19 Aug 2021 2 min read
ASLI posts positive NAV update
Aberdeen Standard European Logistics Income (ASLI) has reported an uplift in net asset value (NAV) in the quarter to 30 June 2021. The group posted a 1.6% increase in NAV to 123.6 euro cents (2.4% in pound sterling to 106.1p), which reflected a NAV total return of 14.7% in the year to 30 June 2021. […]
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12 Jul 2021 2 min read
ASLI buys in Barcelona and updates on tenant administration
Aberdeen Standard European Logistics Income (ASLI) has acquired an urban logistics warehouse in Barcelona, Spain for €18.8m and a net initial yield of 3.7%. The group has also provided an update on one of its tenants, Office Depot France, which went into administration earlier this year. The company said it was increasingly likely that the […]
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29 Apr 2021 2 min read
Aberdeen Standard European Logistics had stellar 2020
Aberdeen European Logistics Income (ASLI) has reported stellar results for 2020 in which it posted a 13.6% net asset value (NAV) total return. The group, which owns a portfolio of 15 logistics assets in continental Europe, said NAV increased 8.1% to €1.20 (31 Dec 19: €1.11). This was primarily driven by yield compression as investor […]
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24 Feb 2021 2 min read
Aberdeen Standard European Logistics reports strong valuation uplift
Aberdeen Standard European Logistics Income (ASLI) has reported a 6.6% increase in net asset value (NAV) for the quarter to the end of December 2020. The growth in NAV, to 120.1€c per share (107.9p) from 112.7€c (102.9p) in September 2020, was mainly due to a 6.0% increase in the value of its property portfolio. [QD […]
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02 Feb 2021 1 min read
QuotedData’s Round the World Webinar series – Europe day 3 February 2021
QuotedData will be hosting a Round the World webinar series each Wednesday in February. Each weekly event will include 3 – 4 managers focused on a specific region of the world who will present their companies and answer your questions. It starts tomorrow with the following line up. Week 1 – 3rd February – Europe, including managers […]
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20 Jan 2021 1 min read
ASLI reports 6% increase in portfolio value
Aberdeen Standard European Logistics Income (ASLI) has reported a 6% increase in the value of its portfolio over the quarter to the end of December 2020. The company’s portfolio of 14 continental European logistics assets are now worth €430.2m, up from €405.7m at September 2020. The group said net asset value (NAV) at 31 December […]
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11 Dec 2020 2 min read
QD view – Is a European logistics powerhouse on the cards?
Aberdeen Standard Investments has put its considerable backing behind the logistics real estate sector with the acquisition of Tritax Management. The deal to buy a 60% stake in Tritax and putting it in charge of global real estate logistics, is both a clear sign of the attractiveness of the sector and is testament to the […]
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09 Dec 2020 2 min read
Aberdeen Standard Investments acquires 60% stake in Tritax Management
Aberdeen Standard Investments (ASI) is set to acquire a 60% interest in Tritax Management, the fund manager behind Tritax Big Box REIT and Tritax EuroBox. The move by ASI comes as it looks to strengthen its offering in the growing logistics real estate market. Tritax specialises in logistics and has around £5.1bn assets under management […]
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08 Dec 2020 1 min read
Aberdeen Standard European Logistics recognised for environmental improvements
Aberdeen Standard European Logistics recognised for environmental improvements – Aberdeen Standard European Logistics has been awarded four Green Stars out of a maximum of five in the recently released survey of GRESB (Global Real Estate Sustainability Benchmark). This latest scoring reflects the progress made to date with regards to environmental, social and governance (“ESG”) factors thanks to […]
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27 Nov 2020 2 min read
QD view – Black Friday boon for logistics
It is that time of year again – Black Friday. The US export has quickly become one of the biggest shopping days in the UK. But with shops closed due to lockdown, it will almost entirely take place online this year. It is estimated that £6bn will be spent on Black Friday this year versus […]
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30 Sep 2020 1 min read
ASLI posts 4.2% NAV total return in half-year results
Aberdeen Standard European Logistics Income (ASLI) has reported solid half-year results with a net asset value (NAV) total return of 4.2%. The company, which owns a portfolio of 14 logistics assets across Europe, posted an unaudited NAV per share of €1.13 (103.0p), compared with the NAV per share of €1.11 (94.21p) at the end of 2019. […]
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01 Jul 2020 2 min read
ASLI reaffirms dividend after better than expected rent collection
Aberdeen Standard European Logistics Income (ASLI) has reaffirmed its dividend policy in a company update. The group said it intends to pay its quarterly dividend for the second quarter in line with its policy after higher than expected rent collection figures. It collected 85% of rental income that was due in Q2, ahead of its […]
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26 May 2020 2 min read
ASLI posts 6.1% jump in NAV
Aberdeen Standard European Logistics Income (ASLI) has posted a 6.1% jump in net asset value (NAV) for the first quarter of 2020. The company, which owns a portfolio of 14 logistics assets across Europe, reported NAV per share of 99.92p (112.7c) at 31 March 2020, up from 94.21p (111.0c) on 31 December 2019. The increase […]
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28 Apr 2020 3 min read
ASLI commits to quarterly dividend
Aberdeen Standard European Logistics Income (ASLI) has committed to its quarterly dividend but has put the payment level under review. The company, which owns 14 logistics asset across Europe, said it would continue to monitor rent collection closely, the evolution of covid-19 and its impact on its tenants. As at 24 April 2020, the company had […]
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24 Apr 2020 2 min read
Value to be found in property funds
Covid-19 has obliterated the property market with tenants across all sectors struggling with cash flow problems as various measures to restrict the spread of the disease have been stepped up in most countries. This has had a devastating effect on the rental income of property companies, which have in some cases received as little as […]
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28 Feb 2020 1 min read
QuotedData’s other news 28 February 2020
In QuotedData’s other news 28 February 2020: Aberdeen Standard European Logistics has announced a 4% increase in its NAV (in euro terms) which translates into a small fall in its sterling NAV as the pound strengthened following the election. The NAV moved from €1.07 to €1.11 and 94.95p to 94.21p. The company continues to pay quarterly […]
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21 Jan 2020 2 min read
Aberdeen Standard European Logistics completes its investment in Den Hoorn
Aberdeen Standard European Logistics completes its investment in Den Hoorn – Following the announcement dated 16 December 2019, Aberdeen Standard European Logistics has confirmed that it has completed its acquisition of the freehold logistics warehouse in Den Hoorn, the Netherlands, for a net value of EUR49.9 million, providing a net initial yield of 4.5%. This is […]
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16 Dec 2019 2 min read
ASLI buys €49.9m logistics units in Netherlands
Aberdeen Standard European Logistics Income (ASLI) has signed an agreement to acquire a logistics warehouse in the Netherlands for €49.9m. The group has bought a 43,000 sq m facility in Den Hoorn at a net initial yield of 4.5%. The transaction is expected to close in January 2020. The newly built facility, which is located within the Randstad […]
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25 Sep 2019 1 min read
Aberdeen Standard European Logistics sees strong demand
Aberdeen Standard European Logistics sees strong demand – in its interim results statement published this morning, Aberdeen Standard European Logistic’s manager, Evert Castelein, says “The key drivers behind the demand for logistics space in Europe, such as e-commerce, remain strong. We have been able to build a high quality, well-diversified property portfolio with eleven investments […]
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12 Jul 2019 1 min read
QuotedData’s other news 12 July 2019
In QuotedData’s other news 12 July 2019 FastForward Innovations has swapped its stake in Intensity Therapeutics for shares in Portage Biotech, a Canadian listed company part-owned by Jim Mellon (a director of FastForward). Portage has no revenue but the value of the Portage shares FastForward is getting implies a small uplift in FastForward’s NAV. Aberdeen Standard […]
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05 Jul 2019 1 min read
Aberdeen Standard European Logistics Income announces £100m fundraising
Aberdeen Standard European Logistics Income(ASLI) has announced that it has published a circular, convening a general meeting, at which approval will be sought from shareholders for both a £100m equity fundraising and a 12-month share issuance programme. The fundraising is to be a placing, open offer and offer for subscription of 100 million Ordinary Shares, […]
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18 Jun 2019 1 min read
QuotedData’s other news 18 June 2019
In QuotedData’s other news 18 June 2019 Primary Healthcare Properties is launching a £150m convertible bond issue and using the money to repay its £75m, 5.375% senior unsecured bonds due 2019. The new convertibles will mature in July 2025, issued at par and are expected to carry a coupon of between 2.625% and 3.125% per annum payable […]
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2 min read
Aberdeen Standard European Logistics buys Dutch warehouse
Aberdeen Standard European Logistics buys Dutch warehouse – Aberdeen Standard European Logistics Income has signed an agreement to acquire a freehold logistics warehouse in ‘s-Heerenberg, The Netherlands, for a net value of EUR24.0 million providing an expected net initial yield of 5.0%. The transaction is expected to close in July 2019. This is a freehold facility providing […]
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23 Apr 2019 1 min read
QuotedData’s other news – 23 April 2019
QuotedData’s other news – 23 April 2019 CIP Merchant Capital has acquired 950k ordinary shares in CareTech Holdings (CTH) for a consideration of around £3.2m. CTH is a provider of specialist social care services supporting adults and children with a wide range of complex needs in more than 250 specialist service centres around the UK. […]
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2 min read
Tony Roper to take over as Aberdeen Standard European Logistics Income chairman
Tony Roper to take over as Aberdeen Standard European Logistics Income chairman – Aberdeen Standard European Logistics Income (ASLI) has this morning published its annual report to December 31, 2018 and made the announcement that Tony Roper will succeed Pascal Duval as chairman of the trust. Tony will take the reigns following the company’s AGM […]
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06 Mar 2019 1 min read
Aberdeen Standard European Logistics secures debt facility
Aberdeen Standard European Logistics secures debt facility – Aberdeen Standard European Logistics Income has completed the purchase of its property in Erlensee, Germany (gross value EUR33.3 million / net initial yield of 5.2%) and has now completed the acquisition of the freehold logistics warehouse near Krakow, Poland f (net value of EUR24.5 million / net initial yield […]
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20 Feb 2019 2 min read
Aberdeen Standard European Logistics invests in Krakow
Aberdeen Standard European Logistics invests in Krakow – Aberdeen Standard European Logistics Income has signed an agreement to acquire a freehold logistics warehouse in Krakow, Poland for a net value of EUR24.5 million providing a net initial yield of 6.8%. The vendors are Panattoni and Marvipol, well-known international real estate developers specialising in logistics. The transaction is […]
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16 Feb 2019 2 min read
Aberdeen Standard European Logistics expands in France
Aberdeen Standard European Logistics expands in France – completes purchase of logistics warehouse located in Meung-sur-Loire, France, that was announced on 23 November 2018. Cost was EUR23.5 million providing a net initial yield of 4.7%. The warehouse is let to Office Depot France on a fully indexed lease until 2026 resulting in an unexpired lease term […]
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20 Dec 2018 2 min read
AS Euro Logistics celebrates full investment with fee cut
AS Euro Logistics celebrates full investment with fee cut – With the exchange of contracts on the assets in Zeewolde and Waddinxveen in the Netherlands, Aberdeen Standard European Logistics Income has committed the whole of the funds it raised in December 2017. The most recent addition to the portfolio (a warehouse in Meung-Sur-Loire in France) […]
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23 Nov 2018 1 min read
Aberdeen Standard European Logistics buys in France
Aberdeen Standard European Logistics buys in France- Aberdeen Standard European Logistics Income PLC (ASLI) acquires a high quality logistics warehouse in Meung-sur-Loire, France. The total value of the acquisition is €23.5 million which will provide Aberdeen Standard a net initial yield of 4.7%. Contracts will become unconditional by no later than 22 January 2019. The […]
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19 Nov 2018 4 min read
Aberdeen Standard European Logistics buys Dutch warehouses
Aberdeen Standard European Logistics buys Dutch warehouses in Zeewolde and Waddinxveen, revises gearing target Zeewolde Aberdeen Standard European Logistics has exchanged contracts to acquire a newly built pre-let warehouse in Zeewolde, the Netherlands, for a purchase price of EUR29.25 million providing a net initial yield of 5.0%. The agreement with developer Borghese, a developer of logistics, […]
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01 Nov 2018 3 min read
Aberdeen Standard European Logistics buys Dutch warehouse
Aberdeen Standard European Logistics buys Dutch warehouse – Aberdeen Standard European Logistics has exchanged contracts to acquire a new development in Oss, the Netherlands, for a purchase price of €15.7m, providing a net yield of 5.3%. The agreement with developer Heembouw Breda B.V is structured as a forward funding deal with a 5.5% coupon rate. The development […]
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06 Aug 2018 2 min read
Aberdeen Standard Logistics buys Dutch logistics warehouse
Aberdeen Standard Logistics buys Dutch logistics warehouse – Aberdeen Standard European Logistics Income has signed an agreement to acquire a freehold logistics warehouse in Ede in the Netherlands for a net value of EUR26.5 million from David Hart Group. A fully CPI-indexed lease has been signed with Dutch retail and pharmacy operator Kruidvat (part of the A […]
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27 Jul 2018 2 min read
Aberdeen Standard European Logistics buys Spanish warehouse
Aberdeen Standard European Logistics buys Spanish warehouse –Aberdeen Standard European Logistics Income has signed an agreement to acquire a new logistic warehouse in the North of Spain for a net value of EUR15.3 million. The warehouse is currently under development with completion expected by mid-2019. The property is located in a logistics park near Leon city […]
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10 Jul 2018 1 min read
Investment Trust Insider on recent new issues
Investment Trust Insider on recent new issues – James Carthew: can Ashoka overcome a disappointing launch? It has been a week of contrasts in the new issue market. Tritax EuroBox (BOXE) raised its maximum target of £300 million in an issue that was ‘significantly oversubscribed’ and Hipgnosis Songs Fund (SONG) raised over £200 million. Whereas […]
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09 Jan 2018 1 min read
Aberdeen Standard European Logistics invests in Frankfurt
Aberdeen Standard European Logistics invests in Frankfurt – Aberdeen Standard European Logistics Income has announced that it has exchanged contracts to acquire Flörsheim Logistics Park, Frankfurt for a net value of EUR20.1 million from SEGRO Zehnte Grundbesitz GmbH. The acquisition will be funded from existing cash, following the successful launch of the company on Friday 15 […]
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19 Mar 2024 1 min read
Have investment trust dividend cuts created bargains?
by Dave Baxter, Investors Chronicle, March 19, 2024: While far from universally popular among investors, dividend cuts can sometimes be a blessing in disguise. They can drive share prices down to attractive levels while also allowing companies to put cash to better use. This is a premise that can feed into how some funds are […]
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11 Mar 2024 1 min read
Money Makers podcast: 11 March 2024
In this week’s edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, talks to James Carthew, director of QuotedData. You can listen to this week’s two podcasts in full here. Alternatively, you can subscribe and download it on most podcast channels including Soundcloud, Apple, Spotify, Stitcher and others.
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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 […]
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15 Dec 2023 2 min read
The investment trusts facing crunch continuation votes
by Dave Baxter, Investors’ Chronicle, 15 December 2023: The optimists would have you believe that the worst is finally over for the investment trust sector. Interest rates have apparently peaked, wide share price discounts are likely to limit further falls and the reform of cost disclosure requirements could remove one of the many challenges facing […]
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16 Oct 2023 1 min read
Do the Reit thing
Richard Williams, property analyst, QuotedData in Portfolio Adviser Magazine, October 2023: If, as the data suggests, inflation is coming under control and interest rates have hit a peak, Reits could be in for a re-rating. Languishing on discounts to NAV of 30-40%, the end of the interest rate escalator cannot come soon enough for the […]
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18 Sep 2023 1 min read
Invest with these income trusts and you could be picking up dividends at a bargain price
By ANNE ASHWORTH, Daily Mail, 18 September 2023: National Savings & Investments (NS&I) has mostly avoided controversy during its 162-year history… You can shield a chunk of your cash in this safety-first option which gives you scope to explore more adventurous long-term income opportunities. Some of these lie in the investment trust sector which also […]
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20 Jan 2023 2 min read
Investment trust bargains: how to find them and where to look in 2023
by Kyle Caldwell from interactive investor, 19th January 2023: We explain the tricks of the trade to find potential discount opportunities, and name the three areas where analysts are finding plenty of value in 2023… The first thing to point out is that while investment trust discounts offer opportunities to buy a basket of investments […]
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12 Jul 2022 1 min read
Why these defensive investments will continue to deliver
Sam Benstead from interactive investor, 12th July 2022: Amid a sea of red this year, one sector is flashing green: infrastructure and renewables. Investors have had very few places to hide this year, as higher interest rates and inflation spark an exodus from the stock market. Year-to-date, US shares have fallen around 20% (S&P 500 […]
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22 Nov 2021 2 min read
consider opportunities in retail logistics sheds that feed our online appetites
By ANNE ASHWORTH FOR THE DAILY MAIL 19 November 2021 Black Friday is almost here, and Christmas is only 34 shopping days away. If you want to bring seasonal cheer to your portfolio, you could consider the opportunities in the sprawling retail logistics steel sheds that line motorways and have sprung up close to towns and […]
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08 Mar 2021 1 min read
Is it time to shop for a high street investment bargain?
Is it time to shop for a high street investment bargain? Lockdown rules will ease, while a tax on online sales could hit internet stores By ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY PUBLISHED: 21:51, 6 March 2021 | UPDATED: 08:47, 7 March 2021 The country’s shuttered stores breathed a sigh of relief last week as the Chancellor announced an extension […]
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23 Feb 2021 1 min read
Tritax Eurobox seeks £173m as it looks to double in size
Tritax Eurobox seeks £173m as it looks to double in size By Jeremy Gordon 19 Feb, 2021, Citywire Investment Trust Insider Tritax Eurobox (EBOX) has announced plans to raise for a £173m (€200m) equity raise, after a strong rally in its shares since the autumn with the European ‘big box’ market buoyant amid an e-commerce boom. The listed […]
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12 Feb 2021 1 min read
When it is worth paying a premium for an investment trust
When it is worth paying a premium for an investment trust by Jennifer Hill from interactive investor | 10th February 2021 10:06 Positive news on Covid-19 vaccines led to investment trusts re-rating considerably during 2020. The average discount among equity investment trusts narrowed from 4.6% to 2.5% – the tightest level on record – according to Numis Securities. Discounts widened […]
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01 Feb 2021 1 min read
Warehouses could deliver the goods in your portfolio
Make a shed-load of money the REIT way: Warehouses could deliver the goods in your portfolio By ANNE ASHWORTH FOR THE DAILY MAIL PUBLISHED: 21:53, 29 January 2021 | UPDATED: 09:02, 30 January 2021 The re-ordering of the retail hierarchy continues. Boohoo, the online fast fashion business, is to acquire Debenhams, and perhaps also Burton, Dorothy Perkins and Wallis, while Asos – the […]
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25 Jan 2021 1 min read
Will property investment trusts bounce back in 2021?
Will property investment trusts bounce back in 2021? by Cherry Reynard from interactive investor | 13th January 2021 12:23 Some sectors of the property market could be ripe for a revival. Cherry Reynard asks experts for trust tips to profit. In early December, the government extended its ban on evicting commercial tenants. While it gives UK companies some much needed […]
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17 Dec 2020 1 min read
ASI could set an M&A trend in deal with investment trust specialist
ASI could set an M&A trend in deal with investment trust specialist By Jessica Tasman-Jones, Portfolio Adviser,16 Dec 20 ‘An open-ended equivalent wouldn’t have been anywhere near as attractive’ A raft of liquidity mismatch problems faced by open-ended funds and the increasing popularity of real assets and alternatives could prompt more asset managers to follow in […]
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09 Dec 2020 1 min read
ASI snags 60% stake in Tritax
ASI says its real estate offering has to evolve as it snags 60% stake in Tritax By Jessica Tasman-Jones, Portfolio Adviser, 9 Dec 2020 Deal prompts questions over whether Aberdeen Standard European Logistics Income and Tritax Eurobox will merge Aberdeen Standard Investments has acquired a 60% stake in £5.1bn real estate investment trust manager Tritax as […]
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1 min read
Aberdeen and Tritax could consider European trust merger
Aberdeen and Tritax could consider European trust merger after strategic deal By Gavin Lumsden, Theo Andrew 09 Dec, 2020 at 12:45 Aberdeen Standard Investments has expanded its reach in the booming area of warehouses and distribution depots by buying a 60% stake in Tritax Management, manager of the Tritax Big Box (BBOX) and Tritax Eurobox (EBOX) real estate investment trusts. The move has […]
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16 Nov 2020 1 min read
Engines of growth: on a bargain hunt
Engines of growth: on a bargain hunt By Leonora Walters, Investors Chronicle, 12th October 2020 A key driver of the price of any listed security is sentiment so, not surprisingly, some of the investment trust sectors which have experienced the most extreme discount and premium movements this year are those about which there has been particular […]
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28 May 2020 1 min read
Investment trust insider on warehouses
Investment trust insider on warehouses – James Carthew: a fair wind fills the sails of logistics funds The big question on investors’ minds as they look to a post-pandemic future is which, if any, of the changes forced on us by the lockdown measures will end up being permanent? Thinking about the potentially profound impact on […]
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04 May 2020 1 min read
Where to find value in property trusts
Where to find value in property trusts 30 April 2020, Trustnet By Richard Williams, QuotedData Covid-19 has obliterated the property market, with tenants across all sectors struggling with cash flow problems as various measures to restrict the spread of the disease have been stepped up. This has had a devastating impact on the rental income […]
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06 Dec 2019 2 min read
QuotedData’s Richard Williams surveys the retail and industrial property sectors
QuotedData’s Richard Williams surveys the retail and industrial property sectors – Balancing yield and risk in the property sector Investment Week, 2 December 2019, Richard Williams The lure of an attractive yield has made property companies and real estate investment trusts (REITs) particularly interesting at the moment. But, of course, with a healthy yield comes some […]
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27 Mar 2019 1 min read
Investment Trust Insider on Aberdeen Standard European Logistics
Investment Trust Insider on Aberdeen Standard European Logistics – James Carthew: diluted Eurobox interest lifts Aberdeen The seismic shift underway in the way we shop has been devastating for the UK’s high streets and shopping malls but has created new opportunities for investors providing the plumbing behind the growth in ecommerce. Here in the UK, we […]
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07 Feb 2019 1 min read
Investment Trust Insider on the past decade
Investment Trust Insider on the past decade – James Carthew: the constant evolution of investment trusts A decade ago, when we were emerging from the global financial crisis, I was managing Advance UK Trust and Citywire was just 10 years old. All of this seems like a long time ago now. Recently, I found a Winterflood […]
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10 Jul 2018 1 min read
Investment Trust Insider on recent new issues
Investment Trust Insider on recent new issues – James Carthew: can Ashoka overcome a disappointing launch? It has been a week of contrasts in the new issue market. Tritax EuroBox (EBOX) raised its maximum target of £300 million in an issue that was ‘significantly oversubscribed’ and Hipgnosis Songs Fund (SONG) raised over £200 million. Whereas […]