Overview
Mobius Investment Trust’s investment objective is to achieve long-term capital growth and income returns predominantly through investment in a diversified portfolio of companies in emerging or frontier markets. Mobius Investment Trust will invest in a high conviction portfolio of 20-30 small to mid-cap companies, across emerging and frontier markets with a core sector exposure in consumer, technology and innovation.
Mobius Investment Trust will seek to unlock value by actively partnering with portfolio companies through a governance-orientated approach, seeking to act as a catalyst for broader environmental, social and governance (ESG) improvements. The trust will look for stakeholders that are open to, and have an interest in, positive change. This strategy is taking advantage of the strong relationship between integrating ESG criteria and improving operational and financial performance, with the greatest opportunity in emerging and frontier markets; It thereby seeks to maximise valuations with the dividend yield of portfolio companies expected to increase as a direct result of the corporate governance engagement.
You can access the company’s website here
MMIT : Mobius Investment Trust
Fundamentals
Price
Research History
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29 Sep 2023 1 min read
Interview with Carlos Hardenberg from Mobius Investment Trust
In this week’s show, Matthew Read spoke to Carlos Hardenberg from Mobius Investment Trust. If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news, click here. If there is a guest speaker you’d particularly like to hear from, please email us on [email protected]. Additionally, if you would prefer […]
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14 Sep 2023 41 min read
QuotedData’s Economic and Political Monthly Roundup September 2023
Economic and Political Monthly Roundup Investment companies | Monthly | September 2023 August was a moderately volatile month for markets as the economic picture in China worsened. Developed markets held up better than emerging markets. Yields on US government debt rose. Oil prices edged up, but the big jump was in natural gas prices as […]
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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 […]
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18 Feb 2022 1 min read
Interview with Carlos Hardenberg of Mobius Investment Trust
In this week’s show, James Carthew talked to Carlos Hardenberg of Mobius Investment Trust. If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news, click here. If there is a guest speaker you’d particularly like to hear from, please email us. Additionally, if you would prefer […]
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10 Aug 2020 4 min read
QuotedData’s Economic Roundup – August 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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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 […]
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07 Feb 2020 7 min read
QuotedData’s Investment Companies Roundup – February 2020
Investment Companies Roundup Kindly sponsored by Baillie Gifford Table of contents New research In this issue Performance data Discounts and premiums Money in and out Major news stories Income Events Guide New research Here is a list of research we published over January: An annual overview note on Shires Income (SHRS) “Shires Income (SHRS) will […]
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07 Aug 2019 3 min read
QuotedData’s investment companies roundup – August 2019
Investment Companies Roundup New research Over July, we published notes on CQS New City High Yield, BlackRock Throgmorton, Strategic Equity Capital, Seneca Global Income & Growth, CG Asset Management, Standard Life Investments Property Income and Aberdeen New Dawn. You can read all these notes by clicking on the links above or by visiting www.quoteddata.com. In this issue Performance data – appetite […]
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13 Nov 2018 1 min read
QuotedData’s investment companies roundup – November 2018
QuotedData’s investment companies roundup – November 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 October 2018. Kindly sponsored by Baillie Gifford. Winners and losers in October In what was generally a miserable month for equity markets, Brazil shone […]
News
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05 Aug 2024 2 min read
QuotedData’s morning briefing 5 August 2024 – DNE, SSIT, THRG, TFIF, MMIT
In QuotedData’s morning briefing 5 August 2024: Dunedin Enterprise (DNE) has announced that Dunedin Buyout Fund III LP has entered into a legally binding agreement for the realisation of its investment in EV, a provider of high-performance video cameras and quantitative visual analytics to the global energy industry. The investment in EV was valued, net […]
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28 Feb 2023 1 min read
Mobius matches EM index fall in tumultous year
Mobius Investment Trust has published results for the period from 1 December 2021 to 30 November 2022. The NAV and share price on a total return basis decreased by 12.3% and 15.0% respectively. The MSCI EM Index lost 13%. The shares traded at an average discount to NAV of 2.3%, closing at a discount of […]
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01 Dec 2022 2 min read
QuotedData’s morning briefing 1 December 2022
In QuotedData’s morning briefing 1 December 2022: Bluefield Solar (BSIF) says that John Rennocks has stepped down as the chair of the Company and will remain an independent, non-executive director until his retirement from the board in Q1 2023. John Scott has been appointed as the new chair and Michael Gibbons CBE becomes its new […]
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04 Oct 2022 2 min read
QuotedData’s morning briefing 4 October 2022
In QuotedData’s morning briefing 4 October 2022: Mobius Investment Trust (MMIT) is offering investors a voluntary redemption opportunity as at 30 November 2022. However, performance has been good and the shares are trading close to NAV so we doubt that there will be much take up of the offer. Redemption requests have to be submitted […]
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03 Aug 2022 3 min read
QuotedData’s morning briefing 3 August 2022
In QuotedData’s morning briefing 3 August 2022: European Assets (EAT) has posted its half-year results for the six months to 30 June 2022. During the period, its NAV fell by 31.4% while its share price fell by 31.8%. The chair said the trust has been hit by the aggressive market sell-off exacerbated by the war […]
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04 Aug 2021 3 min read
QuotedData’s morning briefing 4 August 2021
In QuotedData’s morning briefing 4 August 2021: One of Schroder British Opportunities’s (SBO) private equity holdings, Rapyd, has completed a $300m Series E funding round. The global Fintech as a Service company had recently acquired Valitor, a European payments and card issuing company and also launched a venture arm. The additional funds will enable Rapyd to […]
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26 Feb 2021 2 min read
Strong returns for Mobius Investment Trust’s second year of operations
Mobius Investment Trust (MMIT) has announced its annual results for the year ended 30 November 2020 (its second year of operations), during which MMIT provided strong NAV and share price total returns of +16.3% and +24.7% respectively. The chairman, Maria Luisa Cicognani, says that Emerging markets were particularly hard hit by the risk-averse sentiment in […]
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30 Jun 2020 1 min read
QuotedData’s morning briefing 30 June 2020
In QuotedData’s morning briefing 30 June 2020: Polar Capital Global Financial declared a 2.4p interim dividend, in line with its commitment to maintain distributions to shareholders despite regulatory blocks to bank’s dividends. Redefine Properties has sold its 29.42% stake in RDI REIT to affiliates controlled by Starwood Capital Group. RDI REIT’s shares rose strongly on he […]
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07 Feb 2020 1 min read
QuotedData’s other news 7 February 2020
In QuotedData’s other news 7 February 2020 Gresham House Energy Storage is calling an EGM as it tries to raise money to fund “a significant, operational project which the vendor has advised has the potential for expansion to over 50MW“. US Solar Fund says its fraud is “an isolated incident originating from outside the Investment Manager […]
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12 Dec 2018 1 min read
Mobius now 40% invested, discipline is required
Mobius Investment Trust (MMIT) listed on 1 October 2018 and is currently in the process of deploying its IPO proceeds. MMIT has now provided an update on its progress in which it says that, while it does not intend to disclose specific portfolio holdings during its ramp up period, it is actively engaging with both portfolio and target companies. It cautions […]
Upcoming Events
Videos
In The Press
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03 Oct 2023 1 min read
Concentrated portfolios: 11 funds and trusts favoured by the pros
by Jennifer Hill from interactive investor, 3rd October 2023: As the old adage goes, one must concentrate to build wealth and then diversify to protect wealth. However, the benefits of diversification can diminish rapidly after you reach around 30 stocks. This concept can be traced back to a paper published by Lawrence Fisher and James […]
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20 Feb 2023 1 min read
Deep Dive: Frontier markets investment opportunities continue to shrink
Eve Maddock-Jones, Investment Week, 17 February 2023: Investors seeking broader portfolio diversification and higher risk returns via frontier markets have fewer options available today than in 2021. Persistent poor performance encouraged several liquidations of emerging markets portfolios, such as the Jupiter Emerging & Frontier Markets trust. This has meant “investors wanting to invest in frontier […]
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20 Dec 2022 1 min read
As Terry Smith’s emerging market trust closes, where should investors turn?
Jennifer Hill from interactive investor, 20 December 2022: We asked financial advisers, fund analysts and wealth managers to share 10 emerging market fund and investment trust ideas for shareholders in Fundsmith Emerging Equities Trust who are looking for a new home for their capital. Shareholders in Fundsmith Emerging Markets Trust (FEET) overwhelmingly gave their blessing […]
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07 Nov 2022 1 min read
Investment trust insider on Mobius Investment Trust
Investment trust insider on Mobius Investment Trust – James Carthew: Award-winning Mobius takes cautious approach to emerging markets One of the many deserving winners of Citywire’s Investment Trust Awards last week was Mobius (MMIT). True, it has given back about 17.5% of its net asset value over the past 12 months, but its track record […]
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03 Oct 2022 1 min read
Terry Smith is dubbed Britain’s Warren Buffett but as even he winds up his trust… should YOU steer clear of emerging markets too or is it time to buy?
By ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY, 2 October 2022: Making money from emerging markets is not easy. Even veteran investor Terry Smith, hailed as Britain’s Warren Buffett, has announced he is winding up his fund that operates in the region, because it has ‘underperformed expectations’… But these fund disappointments do not mean that emerging […]
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01 Dec 2021 2 min read
Hidden gems: 12 funds and trusts that deserve the limelight
The shiniest things come in small packages, as we discovered when we asked professional investors to unveil the sub-£300 million funds worth unwrapping. by Jennifer Hill from interactive investor 29th November 2021 Over the past couple of years, there have been various examples of big funds continuing to swell in size amid high demand from investors – […]
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16 Feb 2021 2 min read
Emerging markets are already on the road to recovery
Don’t wait for the UK to bounce back – emerging markets are already on the road to recovery: There’s a world of ways to revive your investments By ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY PUBLISHED: 21:52, 13 February 2021 | UPDATED: 10:08, 14 February 2021 Talk of a bounce back from the economic devastation wreaked by Covid-19 may feel a […]
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03 Dec 2020 2 min read
Investment trust insider on emerging markets
Investment trust insider on emerging markets – James Carthew: Who to back in the emerging markets rally? The good news that we have had over the past few weeks on the US election and vaccines to tackle Covid-19 have helped drive a recovery in emerging markets investment trusts. Shares in JPMorgan Emerging Markets (JMG), Mobius (MMIT) […]
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16 Nov 2020 1 min read
Engines of growth: Investment trusts for responsible investing
Engines of growth: Investment trusts for responsible investing By Mary McDougall, Investors Chronicle, 12 November 2020 Appetite for investment products with strong environmental, social and governance (ESG) credentials has boomed this year as the pandemic has put the need for a sustainable world under the spotlight. Enthusiasm has been helped by sustainable funds broadly outperforming their conventional peers […]
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30 Jun 2020 1 min read
Investment trust insider on Mobius Investment Trust
Investment trust insider on Mobius Investment Trust – James Carthew: Mobius gains momentum in choppy emerging markets A recent analyst presentation by Mobius (MMIT) gave me a chance to take the first close look at the investment trust since it launched in October 2018. MMIT hasn’t had a great start. At 31 May 2020 net asset […]
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20 Dec 2018 1 min read
2018 new issue review
2018 new issue review – QuotedData’s James Carthew talks to Citywire’s Jen Hill about 2018’s clutch of new issues Investors were given an eclectic mix of opportunities within alternatives, in contrast to recent years when high-yielding propositions drove the vast majority of launches. The return of private equity and private equity like strategies – Augmentum […]
