Overview
Henderson Opportunities’s investment objective is to provide shareholders with higher than average growth of capital over the medium to long term from a portfolio of predominantly UK companies. Its portfolio is widely diversified across the UK market, unconstrained by asset allocation restrictions and targets UK growth companies and special opportunities.
The website for the fund can be accessed here.
Fundamentals
Price
Research History
-
09 Mar 2023 64 min read
QuotedData’s Economic and Political Monthly Roundup March 2023
Economic and Political Monthly Roundup Investment companies | Monthly | March 2023 A collation of recent insights on markets and economies taken from the comments made by chairs and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage […]
-
09 Feb 2023 9 min read
QuotedData’s Investment Companies Roundup – February 2023
February 2023 Monthly roundup | Investment companies Winners and losers in January 2023 In a month where winners far outweighed losers, once again Chinese funds feature amongst the best-performing investment companies over the month, taking many of the top slots. China has barrelled ahead with the reopening of its economy following the lifting of COVID-related […]
-
10 Sep 2020 6 min read
QuotedData’s Investment Companies Roundup – September 2020
Investment Companies Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Table of contents New research Performance data Discounts and premiums Money in and out Major news stories Events Guide Appendix – Performance by sector full list New research Here is a list of research we published over August: Aberdeen New Dawn – COVID positive “In […]
-
10 Mar 2020 6 min read
QuotedData’s Economic Roundup – March 2020
Economic & Political Roundup Kindly sponsored by Polar Capital and Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you […]
-
05 Jul 2019 6 min read
QuotedData’s economic roundup – July 2019
Economic & Political Roundup A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any of the […]
-
22 Feb 2019 1 min read
QuotedData’s economic roundup – February 2019
QuotedData’s economic roundup – February 2019 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell […]
-
18 Jul 2018 2 min read
Quarterly Investment Companies Roundup – Second Quarter 2018
QUARTERLY INVESTMENT COMPANIES ROUNDUP – SECOND QUARTER 2018 Global equities markets rose in the second quarter of 2018, Markets were volatile, as positive economic data and encouraging company performances played off against geopolitical concerns. Yields from bond markets rose early in the quarter but fell back as investors turned to ‘safer’ investments. The threat of […]
-
11 Jun 2018 1 min read
QuotedData’s investment companies roundup – June 2018
QuotedData’s investment companies roundup – June 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 May 2018. Kindly sponsored by Baillie Gifford. The premium of biotech company, Syncona, rose on positive news on two of its […]
-
13 Mar 2018 1 min read
QuotedData’s investment companies roundup – March 2018
QuotedData investment companies roundup – March 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 February 2018. Kindly sponsored by Baillie Gifford. Equity markets continued to run up in early February, supported by strong corporate earnings […]
-
07 Feb 2018 1 min read
QuotedData’s economic round up – February 2018
QuotedData’s economic round up – February 2018 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell […]
-
12 Jul 2017 2 min read
QuotedData’s economic round up – July 2017
QuotedData’s economic round up – July 2017 – 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 […]
-
15 Mar 2017 1 min read
QuotedData’s round up of views on the global economy – March 2017
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 companies mentioned. Kindly sponsored […]
News
-
04 Feb 2025 1 min read
Henderson Opportunities wins but wind up still looms
Henderson Opportunities is the latest trust to announce that it has successfully fought off the attack by Saba. In this trust’s case, the voting was 65.36% against Saba’s proposals. Just 284,248 shares or 0.72% of the trust’s shares in issue were voted alongside Saba. The turnout was 73.4%, with 28,985,426 of 39,491,875 shares voting. On […]
-
03 Feb 2025 2 min read
Henderson Opportunities announces reconstruction plans
On 18 December 2024, Henderson Opportunities Trust (HOT) announced that, in light of its performance and forthcoming continuation vote, it had instructed advisers to commence work on putting forward a scheme of reconstruction to give all shareholders a choice between ongoing alternative investment and/or a full cash exit at NAV. HOT has now published a […]
-
27 Jan 2025 2 min read
Glass Lewis and ISS recommend Henderson Opportunities shareholders vote “AGAINST” the Requisitioned Resolutions
The independent proxy advisors Glass Lewis and ISS have both published recommendations for shareholders of Henderson Opportunities Trust (HOT) in which they recommend HOT shareholders VOTE AGAINST all of the resolutions put forward by Saba Capital Management at the requisitioned general meeting that is being held on 4 February 2025 at 10am. HOT’s board’s message […]
-
17 Jan 2025 4 min read
Saba: the view from the boards
Boaz Weinstein, head of New York-based hedge fund Saba Capital, pulled no punches when discussing the boards of investment trusts in his recent webcast. They were “obstinate”, a “boys’ club”, protecting their own interests, “part of an ecosystem of greed taking fees away from the pensioners.” Their actions verged on “almost malpractice”, distributing misinformation to […]
-
16 Jan 2025 3 min read
Fight back against Saba! – let us show you how
Saba Capital, a US-based hedge fund, has been on the offensive against the UK’s investment trust sector. Having built substantial stakes in seven investment trusts, ranging from 20% to just shy of 30% of the trusts’ outstanding shares (a key level that would require them to make a bid for the trust), it is using […]
-
08 Jan 2025 2 min read
Henderson Opportunities Trust push back strongly on Saba proposals, offer full cash exit
Following the receipt of a requisition request from Saba Capital Management, L.P. (click here to see our original coverage of this) Henderson Opportunities Trust (HOT) has published a notice for the requisitioned general meeting alongside a unanimous board recommendation to vote against all of the requisitioned resolutions. In the process, the company has announced details […]
-
19 Dec 2024 3 min read
Trusts acknowledge Saba requisitions – aim to see off vulture investor
Baillie Gifford US Growth says: “The board considers these proposals to be fundamentally without merit, and in contravention of shareholder interests as a whole. A further announcement will be made in due course by the company accordingly, relating to the posting of a notice of a general meeting and an accompanying circular in which the […]
-
18 Dec 2024 10 min read
Saba Capital launches campaign “to deliver value” to shareholders of seven UK-listed investment trusts
Saba Capital Management has announced that it has requisitioned the boards of directors of Baillie Gifford US Growth Trust USA), CQS Natural Resources Growth & Income (CYN), Edinburgh Worldwide Investment Trust (EWI), European Smaller Companies Trust (ESCT), Henderson Opportunities Trust (HOT), Herald Investment Trust (HRI) and Keystone Positive Change Investment Trust (KPC) to convene general […]
-
01 Feb 2024 2 min read
Tough year for Henderson Opportunities Trust
Henderson Opportunities Trust (HOT) has published its annual report. In a difficult backdrop for smaller companies, HOT says that it has been a very disappointing year for the company in both absolute and relative terms. HOT reported a NAV total return of -9.3% and a share price total return of -12.2%. Over the same period, […]
-
09 Nov 2023 2 min read
QuotedData’s morning briefing 9 November 2023 – MUT, JZCP, HOT, DGN, AEI, HOME, RGL, SHED
In QuotedData’s morning briefing 9 November 2023: Murray Income says it will pay three interim dividends of 9.5p in December, March 2024 and June 2024. Up from 8.25p for the previous financial year. The directors are trying to rebalance the trust’s quarterly dividends in order to accelerate payments to shareholders. As a result, the board […]
-
10 Mar 2023 1 min read
QuotedData’s weekly news show 10th March 2023
Thank you to everyone that listened in today, whether you watched the Zoom live, on Facebook or on YouTube. In this week’s show, James Carthew covered the week’s top stories: • Oakley Capital Investments (0:32) • Alliance Trust versus F&C (8:58) • Henderson Opportunities (13:04) This week’s interview was with Anthony Catachanas from VH Global […]
-
09 Mar 2023 1 min read
Surprise largish vote against Henderson Opportunities continuation
From the AGM results announcement for Henderson Opportunities: While the board is pleased to see the 75.82% support for the continuation of the company from the shareholders who voted, it acknowledges the proportion of the vote against resolution 11 (the continuation vote). The board also notes that only 26.56% of total voting rights were cast […]
-
03 Feb 2023 7 min read
Henderson Opportunities – not so HOT last year
Henderson Opportunities Trust (HOT) has published its annual results for the year ended 31 October 2022, which its chairman, Wendy Colquhoun, describes as a very difficult year for absolute and relative performance for HOT’s portfolio. She comments that, during periods of growing investor caution, it is often smaller companies that fall quickest and most steeply […]
-
31 Jan 2022 2 min read
Stellar results from Henderson Opportunities as it plans to amend investment objective and policy
Stellar results from Henderson Opportunities as it plans to amend investment objective and policy – Henderson Opportunities (HOT) has posted its annual results for the year to 31 October 2021. During this time, its NAV increased by 58% while its share price increased by 29%. This compares with a 3% return from its benchmark and […]
-
11 Dec 2020 3 min read
QD view – UK clear-out heralds better times
QD view – UK clear-out heralds better times The AIC’s UK All Companies sector is set to shrink as shareholders in Jupiter UK Growth choose between cash or a rollover into an open-ended fund, Invesco Perpetual Select UK Equity moves to the UK equity income sector following its planned merger with Invesco Income Growth and […]
-
09 Oct 2020 2 min read
QD view – Time to back unloved Britain?
Time to back unloved Britain? One bit of disappointing news this week was that the UK’s economic growth in August was 2.1%, below expectations and leaving economic activity still well-below pre-pandemic levels. The apparent second wave is triggering renewed restrictions and seems set to act as a brake on growth over the winter. On top […]
-
17 Jun 2020 2 min read
QuotedData’s morning briefing 17 June 2020
The anti-inflammatory drug, Dexamethasone, has been shown to help the most seriously ill covid-19 patients. Private equity sector company, ICG Enterprise (ICGT), delivered an NAV total return of (4.1%) and a portfolio return of (3.8%), over the quarter to end-April. It expects the impact from covid-19 to continue weighing on valuations over the coming months. The portfolio’s […]
-
25 Jan 2019 2 min read
Henderson Opportunities caught by growth sell off
Henderson Opportunities caught by growth sell off – Henderson Opportunities reports a -5.6% NAV return for the year to 31 October 2018. That was 4.1% behind its benchmark and 3.0% behind its chosen peer group. The discount was unchanged (16.1%) and the share price return was -5.3%. The dividend was upped from 20p to 21p. The […]
-
23 Jul 2018 2 min read
Artemis Alpha writes down URICA
Artemis Alpha writes down URICA – Artemis Alpha Trust says that its NAV has been reduced by 2.2% as a result of an impairment taken to the value of its holding in URICA Ltd, a company operating in the supply chain finance industry. This represents the total amount originally invested in URICA at cost. The managers did not […]
-
29 Jan 2018 4 min read
Henderson Opportunities returns to form
Henderson Opportunities returns to form – Henderson Opportunities says that its NAV total return for the year ended 31 October 2017 was 29.5%, while the All-Share returned 13.4%. This strong outperformance more than recovered the shortfall in the preceding year, in which the NAV total return was 0.4% whereas the benchmark total return was 12.2%. During […]
-
07 Feb 2017 1 min read
All trust sectors bar one made money in ’16
UK Smaller Companies was the only investment sector to lose money in 2016 despite a turbulent political and economic landscape, new research has revealed. See more here
-
06 Feb 2017 3 min read
Henderson Opportunities struggles in difficult year for small caps
Henderson Opportunities says its Net Asset Value total return for the year ended 31 October 2016 was 0.4%, while the UK market returned 12.2%. Its discount widened significantly over the course of the year, to stand at 17.5% at the year end. The total dividend for the year is 19.00p an increase of 5.6% on the previous year. The […]
-
22 Jun 2016 3 min read
Henderson Opportunities suffers as large cap outperforms
Henderson Opportunities Trust has published interim figures covering the six months ended 30 April 2016. The company’s net asset value fell by 2.4% over the period, while the FTSE All Share Total Return ( the benchmark) remained flat. The share price fell by 8.8%, which was more than the NAV. At the end of April the […]
-
05 Feb 2016 3 min read
Henderson Opportunities way ahead of benchmark
Over the year to the end of October 2015 Henderson Opportunities returned 13.5%, way ahead of the 2.9% return posted by the FTSE All-Share Index, its benchmark. The discount widened to 10% from 3% and so the return to shareholders was 6.3%. The full year dividend was increased from 12.5p to 18p. Once again, 4D […]
-
23 Jun 2015 2 min read
Another great performance from Henderson Opportunities
Henderson Opportunities has published interim results for the six months ended 30 April 2015. Over that period the FTSE All-Share Index returned 9.2% but the fund’s net asset value returned almost double that, 17.6%. Unfortunately for shareholders though, the discount widened from 3% to 12.1% and so the return to shareholders was just 7.5% – […]
-
13 Feb 2015 2 min read
Henderson Opportunities outperforms in a difficult year
Over the year to the end of October 2014 Henderson Opportunities net asset value total return was 3.4%, ahead of its peer group (the AIC UK All Companies Sector) which returned 0.6% and ahead of the FTSE All-Share index which returned 1%. The share price did even better, returning 9.3%. The manager’s report has a […]
-
25 Jun 2014 1 min read
Henderson Opportunities Trust : HOT – interims
The interim results for Henderson Opportunities Trust (for the six months ended 30 April 2014) show the net asset value total return outperforming the FTSE All-Share Index – NAV +7.0%, benchmark +2.7%. The return to shareholders was even better +14.1%. The dividend was increased by 12.1% to 3.7p. The biggest positive impacts ion the portfolio […]
-
28 Feb 2014 1 min read
Henderson Opportunities Trust : HOT – final results
Henderson Opportunities Trust has released its results for the year ended 31 October 2013. The fund did very well, generating a total net asset value return of 47.1% – more than twice the 22.8% return on the FTSE All-Share Index. The total return to shareholders was 71.0%. The report details the largest contributors to this […]
Upcoming Events
Videos
In The Press
-
04 Feb 2025 1 min read
Henderson and CQS shareholders stop Saba Capital requisition attempts
By Matteo Anelli, Senior reporter, Trustnet, 4 February 2025: Saba Capital has hit another brick wall at the general meetings of the Henderson Opportunities and CQS Natural Resources Growth and Income trusts this afternoon. In both cases, shareholders voted against the requisition proposals advanced by Saba, following in the footprints of the Herald Investment Trust […]
-
1 min read
Saba loses Henderson Opportunities and CQS votes
Tom Aylott, Portfolio Adviser, 4 February 2025: Saba Capital was defeated in a shareholder vote for the fourth time today (4 February) as investors in Henderson Opportunities rejected the hedge fund’s proposals. Almost three-quarters (73.4%) of the trust’s shareholders participated in its general meeting this morning, with 65.4% of the votes cast going against Saba’s […]
-
1 min read
Henderson Opportunities and CQS shareholders brush Saba aside as they vote against US hedge fund’s takeover
Linus Uhlig, Investment Week, 4 February 2025: Henderson Opportunities (HOT) and CQS Natural Resources Growth & Income trusts have sided with their current, respective boards against the attempts by US activist hedge fund Saba Capital to replace them with its own nominees and upend the companies. In the fourth and fifth votes of the ‘Saba […]
-
1 min read
Two more investment trusts REJECT Saba takeover in fourth and fifth defeats
By MIKE SHEEN, This is Money, 4 February 2025: Saba has suffered its fourth consecutive defeat at the hands of investment trust investors after Henderson Opportunities (HOT) shareholders rejected the hedge fund’s takeover proposals HOT is one of seven investment trusts targeted by Saba’s plans to seize control of boards and management, with the hedge […]
-
25 Jan 2025 1 min read
How YOU can cash in on the investment trust revolution
By ANNE ASHWORTH, Daily Mail, 25 January 2025: The investment trust sector, the custodian of £269 billion of the nation’s savings, can trace its history back to 1868. But 2025 is set to go down in the annals of this industry as the year when it faced what some saw as an existential threat. The […]
-
21 Jan 2025 2 min read
Retail Votes The Key To Deciding Investment Trusts’ Future
By Najiyya Budaly, Law360, 21 January 2025: Investment trusts on the London stock market should work at persuading retail investors that they have viable plans to increase value for shareholders if they want to defend against activist shareholders moving in to seize control, lawyers say. Analysts in the sector are watching after moves by a […]
-
1 min read
Saba Capital: Does the US hedge fund have a point on UK investment trusts?
By: Elliot Gulliver-Needham, Investment Reporter, CityAM, 21 January 2025: US hedge fund Saba Capital triggered fury and an industry-wide defensive effort when it launched an activist campaign against seven UK investment trusts last month. The Manhattan-based hedge fund, led by Boaz Weinstein, has laid siege to the trusts, accused them of failing to perform, and […]
-
1 min read
Investment trust insider poses 10 questions to Saba
Investment trust insider poses 10 questions to Saba – James Carthew: 10 questions Saba ignored at ‘scripted’ seminar Saba’s recent webinar was no more than a choreographed attempt to pull the wool over investors’ eyes. Here are the key questions Boaz Weinstein refused to answer Last Tuesday, Saba held a webinar attended by a raft […]
-
16 Jan 2025 1 min read
Investment trusts at crunch point
James Crux, Shares Magazine, 16 January 2025: The normally sleepy world of investment trusts received a wake-up call just before Christmas with the publication (18 December 2024) of a shareholder letter by activist investor Saba Capital Management calling for change at no fewer than seven well-known funds.. ‘Initially Saba is proposing to replace the current […]
-
10 Jan 2025 1 min read
Friday Briefing: Where does activism end and independence begin?
Cristian Angeloni, Investment Week, 13 January 2025: As the financial services world was getting ready to shut their laptops, bring out the mince pies and get ready to celebrate the Christmas holidays and the New Year, US-based hedge fund Saba Capital had different plans in mind, as it unveiled some last-minute activism to end an […]
-
07 Jan 2025 1 min read
Investment trust insider on Saba
Investment trust insider on Saba – Carthew: My objections to Saba’s plan and approach Our columnist says he is far from convinced by Saba’s activist campaign against seven trusts, many of which could see incipient recoveries frustrated. US arbitrageur Saba Capital has been investing in the UK investment companies market for a while now. It […]
-
19 Dec 2024 1 min read
Why one US hedge fund is taking aim at the UK’s biggest investment trusts
By: Elliot Gulliver-Needham, Investment Reporter, CityAM, 19 December 2024: A shake up could be coming for the UK’s investment trust industry after US hedge fund Saba Capital launched a campaign to topple the boards of seven different companies yesterday.. The New York-based hedge fund has been stalking the sector for some time but, despite attempts […]
-
1 min read
Activist Saba launches board and management coup at seven London-listed investment trusts
By MIKE SHEEN, This is Money, 19 December 2024: An activist investor is hoping to seize control of seven underperforming London-listed investment trusts after urging shareholders on Wednesday to sack their respective boards.. Saba has built stakes of 19 to 29 per cent in each of the trusts, which have suffered yawning discounts to their […]
-
18 Dec 2024 1 min read
Activist Saba unleashes campaign against seven investment trusts
Gavin Lumsden, Investment Trust Insider, 18 December 2024: After months of mystery over its intentions, activist Saba Capital today launched campaigns for change at seven investment trusts in which it is the leading shareholder with stakes of 19-29%. The New York based hedge fund manager has requisitioned general meetings at three Baillie Gifford trusts: Baillie […]
-
1 min read
US hedge fund takeover of investment trusts may be ‘positive’
David Thorpe, FT Adviser, 18 December 2024: US hedge fund Saba Capital is attempting to remove the boards of seven UK investment trusts, a move which could be positive for advisers’ clients, according to Iain Scouller, analyst at Stifel.. Each of those trusts has suffered performance issues in recent years and traded at wide discounts […]
-
1 min read
US activist looks to oust boards at seven investment trusts
by Kyle Caldwell from interactive investor,18th December 2024: US activist investor Saba Capital has called for the removal of board members at seven investment trusts in which it is the largest shareholder, owning stakes between 19% and 29%.. Saba Capital has called for general meetings to take place for each trust by early February, and […]
-
1 min read
Saba Capital launches campaign to replace seven investment trust boards
Christian Mayes, Portfolio Adviser, 18 December 2024: After months of curiosity around its intentions for the investment trust sector, activist investor Saba Capital has launched a campaign to replace seven investment trust boards. The US hedge fund has requisitioned the boards of Baillie Gifford US Growth Trust, CQS Natural Resources Growth & Income, Edinburgh Worldwide […]
-
1 min read
Saba slammed for ‘obvious flaw’ in strategy to oust boards of seven investment trusts
Linus Uhlig, Investment Week, 18 December 2024: Analysts have slammed hedge fund manager Saba Capital after it launched campaigns to oust the boards of seven investment trusts of which it is a major shareholder. Activist New York-based hedge fund Saba has requisitioned general meetings of shareholders at seven UK investment trusts to reconstitute their respective […]
-
1 min read
The gloves are off: Saba reveals its hand
By Emma Wallis, News editor, Trustnet, 18 December 2024: Saba Capital Management has published a letter proposing dramatic changes to seven investment trusts in which it is the largest shareholder. Its targets include three trusts managed by Baillie Gifford (Edinburgh Worldwide, Keystone Positive Change and Baillie Gifford US Growth) and two from Janus Henderson Investors […]
-
2 min read
US activist moves to oust seven investment trust boards
by Dave Baxter, Investors Chronicle, December 18, 2024: Saba Capital wants to remove the boards of seven investment trusts and enact measures it claims will deliver better shareholder value. The activist investor, which has built stakes for several months, called for general meetings to be held at Baillie Gifford vehicles Baillie Gifford US Growth (USA), […]
-
1 min read
US hedge fund targets Baillie Gifford in swoop on British trusts
Alex Ralph, Chief Business Correspondent, The Times, December 18 2024: An American activist investor has launched a campaign to remove the boards of seven UK-listed investment trusts, accusing some of delivering “disastrous” returns. Saba Capital, the New York-based hedge fund firm, issued an open letter on Wednesday calling on the boards to call a shareholder […]
-
10 Dec 2024 1 min read
Up-and-coming fund managers the analysts are backing
by Jennifer Hill from interactive investor, 10th December 2024: While there is less of a “star” fund manager culture these days, it remains important for retail investors to have someone ultimately accountable for performance. And while it can be tempting to simply allocate capital into the strategies of big-name investors, overlooking those whose star is […]
-
29 Nov 2024 1 min read
Which undervalued trusts could rerate in 2025?
By Jennifer Hill, Investment Trust Insider, 29 November 2024: Investment trust discounts are heading in the right direction, having narrowed by almost four percentage points from their lows in October last year, but they still have plenty of ground to make up. At the end of October 2023, amid rising interest rates and conflict in […]
-
08 Mar 2024 1 min read
The most expensive trusts relative to their history
By Matteo Anelli, Senior reporter, Trustnet, 07 March 2024: Premiums are rare in the investment trusts industry, which suffers from chronic discounts, but there are still some trusts that have caught investors’ eyes and garnered traction over the past five years, according to data from QuotedData. Earlier this morning, we looked at the trusts that […]
-
09 Nov 2023 1 min read
Shareholder activism and M&A surge is a mixed blessing for investment trust sector
Valeria Martinez, Investment Week, 09 November 2023: Discounts not seen since the Global Financial Crisis are driving a fresh surge in shareholder activism and M&A across the UK investment trust space. While this is likely to help lift prices in the short-term, it could also lead to a significant shrinkage of the sector… Alternative trusts […]
-
16 Aug 2023 1 min read
Investment trust insider on the return of arbitrageurs
Investment trust insider on the return of arbitrageurs – James Carthew: The unfit trusts at risk from an ‘arb’ attack Investment company bargains abound following the discount widening that has plagued the sector. We have seen some welcome proactive moves by boards to address the problem. What does not seem to have emerged yet is […]
-
13 Mar 2023 1 min read
Should you be concerned about your investment trust’s debt as interest rates rise? Why gearing can be a blessing and a curse for investors
By MIKE SHEEN FOR THIS IS MONEY, 10 March 2023: The rising cost of borrowing could leave some buyers of investment trusts nursing heavy losses and a sharp fall in income. Investment trusts’ use of borrowing – known as gearing – is designed to supercharge returns and income when a vehicle’s strategy pays off, but […]
-
21 Jul 2021 1 min read
The four cheap trusts for bargain-hunting investors
Trustnet looks at the investment trusts that are looking cheaper than usual in July. By Rory Palmer, Reporter, Trustnet, 21 July 2021 Henderson Opportunities, Augmentum Fintech and BlackRock Energy and Resources were all significantly cheaper in June, according to QuotedData, and could represent good value for investors today. When a trust trades at a discount or […]
-
19 Jul 2021 1 min read
The investment trusts readers have been studying
The surprising investment trusts Trustnet readers have started researching By Rory Palmer, Reporter, Trustnet 16 July 2021 Baillie Gifford has dominated the most-researched investment trusts by readers in 2021 but previously unheralded names such as Geiger Counter, Miton UK MicroCap and Canadian General Investments have seen the greatest surge, according to the latest figures. Comparing page […]
-
19 Oct 2020 1 min read
Trusts could be the star of your portfolio
Trusts could be the star of your portfolio: Cash in by backing Sage of Omaha Warren Buffett and The Beatles By ANNE ASHWORTH FOR THE DAILY MAIL PUBLISHED: 21:50, 16 October 2020 | UPDATED: 08:48, 17 October 2020 A number of investment trusts have come to the market in recent weeks. These include the successful launch of Home, which will […]