Overview
Pantheon Infrastructure targets attractive risk-adjusted total returns comprising capital growth and a progressive dividend through making equity and equity-related investments in private infrastructure assets alongside other leading private asset investment managers and institutional investors.
Pantheon Infrastructure is designed to allow investors to gain exposure to a high-quality mix of yielding and growth infrastructure assets with strong downside and inflation protection in developed markets. Target assets will typically benefit from defensive characteristics, including contracted cash flows, inflation linkage, conservative leverage profiles and strong Environmental, Social and Governance (ESG) credentials.
You can access the company’s website here
Fundamentals
Price
Research History
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11 Nov 2024 14 min read
Pantheon Infrastructure – Powering up
Powering up Over the past year, as its portfolio continues to mature, Pantheon Infrastructure (PINT) has risen towards the top-end of peer group performance tables as Figure 11 on page 12 shows. Over the first six months of 2024, PINT reported a NAV return of 8.5%, running well ahead of its target of 8%–10% per […]
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13 min read
Pantheon Infrastructure – Powering up
Powering up Over the past year, as its portfolio continues to mature, Pantheon Infrastructure (PINT) has risen towards the top-end of peer group performance tables as Figure 11 on page 11 shows. Over the first six months of 2024, PINT reported a NAV return of 8.5%, running well ahead of its target of 8%–10% per […]
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06 Mar 2024 11 min read
Pantheon Infrastructure – Compelling opportunity
Pantheon Infrastructure Investment Companies | Update | 6 March 2024 Compelling opportunity At just over two years old, the Pantheon Infrastructure Trust (PINT) can claim to have seen a lot in its short life. Its positive NAV return over this period, despite increasingly challenging economic conditions, is a testament to the execution of the fund’s […]
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11 min read
Pantheon Infrastructure – Compelling opportunity
Pantheon Infrastructure Investment companies | Update | 6 March 2024 Compelling opportunity At just over two years old, the Pantheon Infrastructure Trust (PINT) can claim to have seen a lot in its short life. Its positive net asset value (NAV) return over this period, despite increasingly challenging economic conditions, is a testament to the execution […]
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27 Oct 2023 1 min read
Interview with Richard Sem from Pantheon Infrastructure
In this week’s show, James Carthew spoke to Richard Sem from Pantheon Infrastructure. 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 to […]
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11 Sep 2023 10 min read
Pantheon Infrastructure – Travelling in the right direction
Pantheon Infrastructure Investment companies | Update | 11 September 2023 Travelling in the right direction Pantheon Infrastructure (PINT) is still adding to its portfolio. The most recent commitment is to Zenobe, a battery storage and electric vehicle fleet specialist. This was in conjunction with Infracapital. This follows an investment in GlobalConnect (a pan-Nordic data centre […]
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10 min read
Pantheon Infrastructure – Travelling in the right direction
Pantheon Infrastructure Investment companies | Update | 11 September 2023 Travelling in the right direction Pantheon Infrastructure (PINT) is less than two years old and is still adding to its portfolio. The most recent commitment is to Zenobe, a battery storage and electric vehicle fleet specialist. This was in conjunction with Infracapital – see page […]
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17 Mar 2023 27 min read
Pantheon Infrastructure – Reliable income streams with inflation protection
Pantheon Infrastructure Investment companies | Initiation | 17 March 2023 Reliable income streams with inflation protection Since its launch in November 2021, Pantheon Infrastructure (PINT) has been busy assembling a diverse portfolio of 11 investments in infrastructure projects, located in developed markets. The majority of these have explicit inflation-linkage built into their structure or implicit […]
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27 min read
Pantheon Infrastructure – Reliable income streams with inflation protection
Pantheon Infrastructure Investment companies | Initiation | 17 March 2023 Reliable income streams with inflation protection Since its launch in November 2021, Pantheon Infrastructure (PINT) has been busy assembling a diverse portfolio of 11 investments in infrastructure projects in developed markets. The majority of these have explicit inflation-linkage or implicit protection through regulation or market […]
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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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13 Oct 2022 14 min read
QuotedData’s Investment Companies Quarterly Review – Third Quarter 2022
Third quarter of 2022 Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Piling on the misery In the face of rising inflation, exacerbated by the war in Ukraine, central bankers have condemned for their relative inaction. However, in the third quarter of 2022, they stepped up a gear. Last month’s economic and political roundup […]
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06 Oct 2022 9 min read
QuotedData’s Investment Companies Roundup – October 2022
Investment Companies Monthly Roundup Kindly sponsored by Baillie Gifford and abrdn October 2022 Monthly | Investment companies Winners and losers in September 2022 September’s median total share price return was -6.4% (+0.4% in August). The median NAV return over September was -1.2%. See Appendix 1 for a breakdown of how all the sectors have […]
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13 May 2022 1 min read
Interview with Richard Sem of Pantheon Infrastructure
In this week’s show, James Carthew talked to Richard Sem of Pantheon Infrastructure. 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 to […]
News
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15 Nov 2024 3 min read
Are the lunatics now in charge of the asylum?
QD view – as Trump’s nominees for his cabinet court controversy, we have a look at some possible implications On Thursday, we published a note on Polar Capital Global Healthcare – Vital signs are good. In it, we highlighted the managers’ belief that the sector is well-positioned to underpin the sector’s growth story for the […]
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26 Sep 2024 2 min read
Pantheon Infrastructure passing up attractive opportunities for lack of capital
Pantheon Infrastructure’s interim numbers are very encouraging. The NAV continues to climb, the portfolio looks to be in good shape, and the board has felt confident to hike the full-year target dividend by 5% to 4.2p. However, given the discount that the shares trade on is preventing PINT from raising fresh capital, it has had to […]
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01 Jul 2024 2 min read
QuotedData’s morning briefing 1 July 2024 – HGT, CORD, BPCR, PINT, APAX, MHN
In QuotedData’s morning briefing 1 July 2024: HG Capital Trust (HGT) has agreed to the sale of F24, a leading European software-as-a-service provider for Business Resilience solutions. The terms of the transaction have not been disclosed and completion is subject to closing conditions. However the transaction will value HGT’s investment in F24 at c.£18.4m. This would […]
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10 May 2024 3 min read
QD view – Growth utilities
It would be fair to say that, traditionally, utility companies have not been viewed as the most exciting investments on the planet, with the sector consisting mostly of publicly owned or heavily regulated suppliers of basic amenities like water, gas and power. Nevertheless, as funds such as Ecofin Global Utilities and Infrastructure (EGL) have demonstrated, […]
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03 Apr 2024 3 min read
Strong year for PINT despite widening discount
Pantheon Infrastructure (PINT) announced its annual results for the period ended 31 December 2023. NAV total return for the year was 10.4% while shares fell over 10%, causing a considerable widening of the discount, which stood at 30% at the time of publishing. Notably, the company has now fully deployed its funds into a portfolio […]
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19 Mar 2024 1 min read
QuotedData’s morning briefing 19 March 2024 – SEIT, SHIP, PINT
In QuotedData’s morning briefing 19 March 2024: SDCL Energy Efficiency Income Trust (SEIT) provided an interim update for the period from 1 October 2023 to 18 March 2024. The company noted that it is on track to deliver fully cash covered aggregate dividends of 6.24p per share for the financial year to 31 March 2024 […]
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16 Feb 2024 3 min read
QD view – Inflation Scare
With inflation rates much reduced, investors became convinced in October that interest rates had peaked. Share prices in the renewables and infrastructure sectors began to rise while yields began to fall and there was a sense that as we entered 2024 we had passed the worst of the sell-off in those sectors. However, as the […]
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24 Nov 2023 4 min read
QD View – AI euphoria gone too far?
The bizarre comings and goings at OpenAI have been dominating business headlines recently. I must admit, I find the ongoing delirium surrounding artificial intelligence somewhat tiring. While I’m certainly not qualified to debate the finer details of the technology, it seems to me that for most people, the extent of it so far amounts to […]
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07 Sep 2023 1 min read
Pantheon Infrastructure backs battery and EV play Zenobe
Pantheon Infrastructure has committed to invest approximately £35m in battery storage and electric vehicle fleet specialist Zenobe, through a co-investment vehicle managed by Infracapital, a leading European infrastructure investor that has raised and managed over £7bn in assets. Zenobe provides essential infrastructure that contributes to international power and transport sector decarbonisation targets. In addition to […]
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14 Jul 2023 4 min read
QD view – Infrastructure sits on solid foundations
Having been one of the few ports in the storm of 2022, it has been a dismal start to the year for infrastructure trusts. Every fund across the three main infrastructure sectors – infrastructure, infrastructure securities and renewable energy infrastructure – is down in share price terms for the year to date. For some of […]
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22 Jun 2023 1 min read
Pantheon Infrastructure backs Nordic digital infrastructure firm
Pantheon Infrastructure has committed to invest approximately €23.1m (£19.9m) in a telecommunications infrastructure operator GlobalConnect. The investment is being made through a co-investment vehicle managed by affiliates of EQT AB Group, a leading global investment organisation managing about €119bn in fee-generating assets. GlobalConnect is a digital infrastructure company with the most extensive fibre network across […]
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07 Jun 2023 1 min read
QuotedData’s morning briefing 7 June 2023
Pantheon Infrastructure (PINT) announced a £52.5m increase to its existing £62.5m multicurrency revolving credit facility bringing the total to £115m. The increase in the loan facility provides the company with additional liquidity to support further investment in high-quality infrastructure assets from PINT’s near-term investment pipeline. The loan facility is currently undrawn. abrdn Diversified Income and […]
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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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02 Mar 2023 2 min read
Pantheon Infrastructure makes solid start
Pantheon Infrastructure has published its first set of results, covering the period from its IPO in November 2021 up to the end of 2022. Having raised its maximum target of £400m, and having seen that boosted by the exercise of its subscription shares (which brought in an additional £80.8m) the trust has been busy deploying […]
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20 Dec 2022 2 min read
QuotedData’s morning briefing 20 December 2022
In QuotedData’s morning briefing 20 December 2022: Geiger Counter (GCL) published results in which it reported an NAV return for the 12 months ended 30 September 2022 of 2.2%. A fall in the uranium price in the second half of the period weighed on returns. The NAV return was also diluted by the subscription rights […]
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15 Dec 2022 1 min read
QuotedData’s morning briefing 15 December 2022
In QuotedData’s morning briefing 15 December 2022: HydrogenOne Capital Growth (HGEN) is making an investment of €1.25m in Strohm Holding B.V. This follows on from its 12 August 2022, €10m investment. This funding round enabled Strohm, the world’s first and leading producer of Thermoplastic Composite Pipe (TCP) to accelerate the expansion of its manufacturing operations. […]
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09 Nov 2022 1 min read
Pantheon Infrastructure secures stake in National Broadband Ireland
Pantheon Infrastructure (PINT) has committed to invest approximately €52.7m (£46.0m at current exchange rates) in Asterion Industrial Partners’ interest in National Broadband Ireland (NBI), an Irish fibre to the premises (FTTP) network developer and operator. NBI is working on a project that is expected to help bridge the digital divide between rural and urban areas […]
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03 Oct 2022 2 min read
QuotedData’s morning briefing 3 October 2022
In QuotedData’s morning briefing 3 October 2022: Jasmine Yeo has been made co-manager of Ruffer Investment Company (RICA). She joins Duncan MacInnes who has co-managed the company since October 2016. Jasmine graduated from Warwick Business School with a degree in international business with Spanish, and joined Ruffer’s UK private client team in 2017. She became […]
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22 Sep 2022 2 min read
QuotedData’s morning briefing 22 September 2022
In QuotedData’s morning briefing 22 September 2022: Pantheon Infrastructure’s (PINT) first set of figures, covering the period from launch to 30 June 2022, show that £98m was invested at that date, but as of today £344m or 88% of the £400m IPO proceeds have been deployed. As we know, the subscription share exercise raised a […]
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14 Sep 2022 2 min read
Pantheon Infrastructure targets £250m in issue of new C shares
Pantheon Infrastructure targets £250m in issue of new C shares – Pantheon Infrastructure (PINT) has announced plans to launch an issue of new C Shares seeking to raise £250m via a placing, an offer for subscription and an intermediaries offer at an issue price of 100 pence per C Share. This comes as the company has […]
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25 Jul 2022 2 min read
QuotedData’s morning briefing 25 July 2022
In QuotedData’s morning briefing 25 July 2022: Aquila Energy Efficiency (AEET) has committed a further £8.3m of which £3.9m has been deployed in a project including a cluster of 32 energy efficiency projects for small residential buildings and condominiums qualifying for the Italian Superbonus incentive scheme. It has also committed to three transactions in Spain, […]
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01 Jul 2022 2 min read
QuotedData’s morning briefing 1 July 2022
In QuotedData’s morning briefing 1 July 2022: BMO Private Equity (BPET) has changed its name to CT Private Equity, BMO Commercial Property has changed its name to Balanced Commercial Property, BMO Real Estate Investments has changed its name to CT Property Trust, and BMO Managed Portfolio has changed its name to CT Global Managed Portfolio. […]
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27 Jun 2022 1 min read
Pantheon Infrastructure buys US power company
Pantheon Infrastructure has invested approximately $58m (£47.3m at current exchange rates) in independent US power producer Calpine Corporation. Calpine Corporation is one of the largest generators of electricity from natural gas and geothermal resources in the US, with operations across the CAISO (California), ERCOT (Texas), and PJM (13 states and the District of Columbia) power […]
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23 May 2022 2 min read
QuotedData’s morning briefing 23 May 2022
In QuotedData’s morning briefing 23 May 2022: Pantheon Infrastructure (PINT) has invested approximately $46.1m (£37m) in Cartier Energy, a district energy platform in the US. The business is made up of eight district energy systems located across the Northeast, Mid-Atlantic and Midwest and provides diversified energy services such as heat (steam, hot water), cooling (chilled […]
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29 Apr 2022 2 min read
QuotedData’s morning briefing 29 April 2022
In QuotedData’s morning briefing 29 April 2022: Gulf Investment Fund says that all assets in its tender pool have been sold. As at 27 April 2022, the final tender offer asset value was $11,284,711, giving a tender price of $2.1639. The 5,214,956 tendered shares will be cancelled. It is expected that the proceeds payable to […]
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26 Apr 2022 2 min read
QuotedData’s morning briefing 26 April 2022
In QuotedData’s morning briefing 26 April 2022: NextEnergy Solar Fund (NESF) has selected North Norfolk solar farm as the site for its first co-located battery storage project. The existing 11MW solar farm will sit alongside a 6MW/12MWh battery system. Planning permission for the co-located battery system has been secured, with construction expected to commence on […]
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04 Apr 2022 1 min read
QuotedData’s morning briefing 4 April 2022
In QuotedData’s morning briefing 4 April 2022: Following the announcement in October 2021 that it plans to become a self-managed trust, the board of EP Global Opportunities (EPG) has agreed to an interim transfer of the company’s investment management responsibilities pending approval to become its own AIFM, which it hopes will be granted in a […]
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28 Mar 2022 1 min read
Double investment for Pantheon Infrastructure
Double investment for Pantheon Infrastructure – Pantheon Infrastructure (PINT) has agreed to invest approximately £40m alongside a Macquarie Asset Management-led consortium, which has agreed to acquire a 60% stake in the UK gas transmission and metering business of National Grid. The business owns and operates the UK’s regulated national gas transmission system and an independent gas […]
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21 Mar 2022 4 min read
QuotedData’s morning briefing 21 March 2022
In QuotedData’s morning briefing 21 March 2022: Further to the announcement on 8 February 2022 in relation to the proposed merger of TwentyFour Income Fund Limited (TFIF) and UK Mortgages Limited (UKML), the board of UKML has announced that the special resolutions proposed at its EGM last week were approved and that liquidators have been […]
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16 Nov 2021 3 min read
QuotedData’s morning briefing 16 November 2021
In QuotedData’s morning briefing 16 November 2021: International Public Partnerships (INPP) says that the consortium that it is a member of (alongside Amber Infrastructure Group and Transmission Investment) now owns the 400MW Rampion offshore wind farm transmission link. The offshore wind farm is located approximately 13km off the Sussex coast and consists of 116 x […]
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12 Nov 2021 1 min read
QuotedData’s weekly news show 12th November 2021
QuotedData’s weekly news show 12th November 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 covered the week’s top stories: Pantheon Infrastructure VH Global Sustainable Energy Opportunities Scottish Mortgage This week’s interview was with Helen Steers from Pantheon […]
Upcoming Events
Videos
In The Press
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07 Oct 2024 1 min read
When will these high-income investment trusts recover?
by Jennifer Hill from interactive investor, 7th October 2024: For income-seeking investors, the attraction of allocating to traditional infrastructure or renewable energy was clear: long-term, stable revenues that are often government-backed and inflation-linked. However, as interest rates rocketed and demand for alternative sources of income plummeted, these investment trust sectors seriously sold off, causing share prices to plunge […]
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13 Sep 2024 1 min read
Build Back Better
The analyst’s view James Carthew for Portfolio Adviser, 13 September 2024: In a reversal of the pattern of the past couple of years, a trend towards lower interest rates should help rebuild confidence in the infrastructure sector. It came as a great surprise to many investors when listed infrastructure trusts started to trade on discounts […]
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1 min read
Build Back Better
James Carthew for Portfolio Adviser, 13 September 2024: The analyst’s view In a reversal of the pattern of the past couple of years, a trend towards lower interest rates should help rebuild confidence in the infrastructure sector. It came as a great surprise to many investors when listed infrastructure trusts started to trade on discounts […]
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15 Jul 2024 1 min read
Trusts set to prosper under Labour
By Emma Wallis, News editor, Trustnet, 12 July 2024: Chancellor Rachel Reeves has barely been in office a week but has already announced planning reforms to “get Britain building again”.. Labour promised in its manifesto to build 1.5 million new homes during the next five years and is establishing a housing task force to tackle […]
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03 Apr 2024 1 min read
Pantheon Infrastructure delivers ‘impressive’ results despite share price reaching new low
By:Elliot Gulliver-Needham, Investment Reporter, 3 April 2024: Investment trust Pantheon Infrastructure delivered an “impressive” 10.4 per cent growth in net asset value, above the trust’s eight to 10 per cent yearly target The £491m trust’s annual results, released today, revealed that assets grew by 11 per cent throughout the year. That figure included 4p per […]
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18 Mar 2024 1 min read
The income-generating trust sector trading at ‘ridiculous discounts’
Tom Aylott, PORTFOLIO ADVISER, 14 MARCH 2024: Trusts investing in renewables and infrastructure were high in demand a few years ago when the runway for growth was seemingly endless, but it has been quite a different story over the past couple of years. Five years ago, infrastructure trusts were trading on an average premium to […]
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19 Jan 2024 1 min read
Infrastructure trusts in ‘uncharted territory’
by Val Cipriani, Investors Chronicle, January 16, 2024: Infrastructure trusts are facing a “complex and time-consuming” process of handing back assets to the government, as a number of the projects they invest in approach their expiry date. Some trusts also have the added difficulty of replacing assets built through public private partnerships (PPP) and could […]
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15 Jan 2024 1 min read
Investment trust insider on AI
Investment trust insider on AI – James Carthew: Tech trusts transform their returns with big AI bets Ignoring a couple of oddities, the best-performing investment company last year in terms of underlying growth in net asset value (NAV) was Manchester & London (MNL), which generated a return of 57%. A narrowing discount meant that shareholders […]
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19 Dec 2023 1 min read
INTO THE HEADWIND
James Carthew in The Investment Trusts Handbook 2024: James Carthew reviews a tough year for the alternative asset trusts In the years following the global financial crisis, the investment companies industry boomed as investors in search of income poured money into alternative assets. Not everything worked. Aircraft leasing and reinsurance funds proved to be notable […]
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15 Nov 2023 1 min read
Investment trust insider on Pantheon Infrastructure
James Carthew: Pantheon Infrastructure is bursting with value If you can spare the time, the capital markets days that many investment companies put on can be a useful way of getting to know your investments better. Last week I went along to the one held by Pantheon Infrastructure (PINT), which was also streamed online for […]
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22 Sep 2023 1 min read
What investment trust boards are doing to address wide discounts
James Crux, Shares Magazine, 21 September 2023: According to data from the AIC, the average investment trust discount to net asset value has widened from 12.2% at the end of 2022 to 14.5% as of 8 September 2023, while sector averages have generally widened. The exception is private equity, which narrowed from 25.1% to 4.5%, […]
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18 Jul 2023 1 min read
Beyond wealth preservation trusts, nine other defensive options
by Jennifer Hill from interactive investor, 17th July 2023: Wealth preservation investment trusts are popular with DIY investors and for good reason, but a range of other defensive strategies are worthy of consideration, finds Jennifer Hill. The gathering of storm clouds tends to have investors running for cover but with sudden swings in the investment […]
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05 Apr 2023 1 min read
Infrastructure trusts ‘cheaper than they should be’
By Val Cipriani, Investors Chronicle, April 4, 2023: Social and economic infrastructure trusts continue to trade below their net asset value (NAV) despite an encouraging set of financial results, as worries over interest rates and valuations spooked investors. In the month to 31 March, share prices in the Association of Investment Companies’ infrastructure group dropped […]
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03 Apr 2023 1 min read
Investment trust insider on infrastructure
Investment trust insider on infrastructure – James Carthew: Why investors see PINT half full in infrastructure beats me We are fully into the results season for investment companies with 31 December year ends. Amongst these are the infrastructure funds BBGI Global Infrastructure (BBGI) and International Public Partnerships (INPP). I scoured both their statements last Thursday […]
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07 Mar 2023 1 min read
Stock Spotlight: Pantheon Infrastructure trust catches analysts eyes as discount widens
Elliot Gulliver-Needham, Investment Week, 7 Mar 2023: The investment trust, which launched in November 2021, has seen shares fall 12.7% over the last year, according to data from Morningstar, although it has managed to hold prices steady in the last four months. Focusing on the four areas of digital infrastructure, power and utilities, renewables and […]
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28 Nov 2022 1 min read
Investment trust insider on AT85
Investment trust insider on AT85 – James Carthew: AT85 braves IPO as infrastructure recovers Fundraising in the investment company sector ran into the sand over the summer, culminating with Pantheon Infrastructure (PINT) pulling its planned C-share offer. PINT had a very successful flotation, raking in £400m a little over a year ago versus a target […]
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08 Aug 2022 1 min read
Bargain Hunter: 13 eye-catching investment trust discounts
by Kyle Caldwell from interactive investor, 8th August 2022: Investment trust bargains are back, with the average discount moving from a lowly 2.2% at the start of this year to 7.4% today. Prior to the strong month for stock markets in July, that average discount figure was even wider, hitting a 12-month peak of above […]
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30 Jun 2022 1 min read
Preparing for a wave of value write-downs in the private equity trust universe
Ian Conway, Shares Magazine, 30 June 2022: Private equity investors have been put on warning after press reports last month that privately-owned BNPL (buy now, pay later) specialist Klarna was seeking to raise fresh capital at a steep discount to its previous valuation. This has raised the question of whether private equity valuations need to […]
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04 Apr 2022 1 min read
Amazon and Google are slashing their share prices… but don’t worry – you WON’T lose money in share split
ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY, 3 April 2022: You would think that a rising share price could only be good news for a company and its shareholders. But not always. In some cases shares can get so costly that it is difficult for new investors to buy in… To counter the problem of rocketing […]
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22 Feb 2022 1 min read
What next for the private equity trusts?
Private equity trusts have posted stellar returns in 2020 and 2021, but a new environment poses new challenges By Dave Baxter, Investors Chronicle, February 21, 2022: The persistent share price discounts on which most private equity investment trusts still trade have tended to disguise a sector in rude health. That was particularly the case in […]
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11 Jan 2022 1 min read
Investment trust insider on digital infrastructure
Investment trust insider on digital infrastructure – James Carthew: Exciting growth of digital infrastructure One of the first investment companies to launch in 2021 was Cordiant Digital Infrastructure (CORD). Its £370m initial public offering (IPO), coming soon after the £243m flotation of VH Global Sustainable Energy Opportunities (GSEO), set the scene for a bumper year […]
