Overview
Personal Assets Trust : PNL invests globally in equities, fixed interest, cash, gold and may use derivatives to reduce investment exposure or enhance or protect investment positions. It may also hedge its currency exposure. Its investment policy is to protect and increase (in that order) the value of shareholders’ funds per share over the long term. Investments are selected without reference to their weightings in Personal Assets’ benchmark (the FTSE All-Share Index). The Board is concerned about losing money and so will usually prefer the Company’s portfolio as a whole to have a lower level of risk than the Index.
Personal Assets tries to keep its discount as close to zero as possible.
You can access the company’s website here
Fundamentals
Price
Research History
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15 Nov 2024 1 min read
Interview with Sebastian Lyon from Personal Assets Trust
In this week’s show, James Carthew spoke to Interview with Sebastian Lyon from Personal Assets 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 Aiman. Additionally, if you would prefer […]
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17 Oct 2023 14 min read
QuotedData’s Investment Companies Quarterly Review – Third Quarter 2023
Third quarter of 2023 Investment Companies | Quarterly roundup | October 2023 Kindly sponsored by abrdn ‘Uncomfortable’ Following a fast start to the first half of the year, globally equities took a breather in Q3, as markets assessed the implications of the worst bond sell-off in a generation. Yields on 10-year US treasuries and UK […]
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07 Dec 2022 64 min read
QuotedData’s Economic and Political Monthly Roundup December 2022
Economic and Political Monthly Roundup Investment companies | Monthly | December 2022 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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04 Feb 2022 1 min read
Interview with Sebastian Lyon of Personal Assets
In this week’s show, James Carthew talked to Sebastian Lyon of Personal Assets. 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 […]
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17 Jul 2020 1 min read
QuotedData’s weekly roundup 17 July 2020
James Carthew’s weekly news roundup show for Friday, 17 July, covers Personal Assets’ great track record and another dilutive share issue from Adamas Finance Asia, and an interview with Nick Wood, head of Investment Trust Research at Quilter Cheviot. Listen back here If there is a guest speaker you’d particularly like to hear from, please […]
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10 Mar 2020 7 min read
QuotedData’s Investment Companies Roundup – March 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 New research Here is a list of research we published over February: An initiation note on Montanaro UK Smaller Companies Trust (MTU) […]
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06 Dec 2019 5 min read
QuotedData’s economic roundup – December 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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11 Sep 2019 3 min read
QuotedData’s investment companies roundup – September 2019
Investment Companies Roundup Kindly sponsored by Baillie Gifford New research Over August, we published notes on Aberdeen Emerging Markets and JLEN Environmental Assets . You can read all these notes by clicking on the links above or by visiting www.quoteddata.com. In this issue Performance data – appetite for risk was generally down in August, as […]
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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 […]
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19 Dec 2018 1 min read
QuotedData’s economic roundup – December 2018
QuotedData’s economic roundup – December 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 any […]
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11 Jul 2018 1 min read
QuotedData’s Economic round up – July 2018
QuotedData’s Economic round up – July 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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25 Apr 2018 1 min read
Quarterly investment companies roundup – First quarter 2018
Quarterly investment companies roundup – First quarter 2018 Quarterly investment companies roundup – First quarter 2018 – Global equity markets declined in the first quarter of 2018. Concerns about US interest rate rises were the feature of the first half of the quarter. However, worries about global trade took over in the second part, particularly […]
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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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11 Dec 2017 2 min read
QuotedData investment companies roundup – December 2017
QuotedData investment companies roundup – December 2017 – 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 November 2017. Kindly sponsored by Baillie Gifford. December Investment Companies Roundup Money raised and returned in November There were no […]
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1 min read
QuotedData’s economic round up – December 2017
QuotedData’s economic round up – December 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 […]
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10 Nov 2017 1 min read
QuotedData investment companies roundup – November 2017
QuotedData investment companies roundup – November 2017 – 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 2017. Kindly sponsored by Baillie Gifford. November Investment Companies Roundup Globalworth Real Estate’s discount was eliminated after it announced […]
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12 Oct 2017 1 min read
QuotedData investment companies roundup – October 2017
QuotedData investment companies roundup – October 2017 – 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 September 2017. Kindly sponsored by Baillie Gifford. October Investment Companies Roundup Amongst the top performers, Alternative Liquidity Fund sold its […]
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14 Sep 2017 1 min read
QuotedData investment companies roundup – September 2017
QuotedData investment companies roundup – September 2017 – 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 2017. Kindly sponsored by Baillie Gifford. September Investment Companies Roundup Winners and losers in August Ashmore Global’s […]
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03 Aug 2017 1 min read
QuotedData investment companies roundup – August 2017
QuotedData investment companies roundup – August 2017 – 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 July 2017. Kindly sponsored by Baillie Gifford. August Investment Companies Roundup Monthly NAV/Price moves: A couple of themes stand out […]
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12 Jul 2017 2 min read
QuotedData investment companies roundup – July 2017
QuotedData investment companies roundup – July 2017 – 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 2017. Kindly sponsored by Baillie Gifford. July Investment Companies Roundup Money raised in July Newly launched in June were […]
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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 […]
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14 Jun 2017 1 min read
QuotedData investment companies roundup – June 2017
QuotedData investment companies roundup – June 2017 – 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 2017. Kindly sponsored by Baillie Gifford. June Investment Companies Roundup Japan was one of the best places to be […]
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16 May 2017 2 min read
QuotedData investment companies roundup – May 2017
QuotedData investment companies roundup: 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 April 2017. Kindly sponsored by Baillie Gifford. Money in: The only new launch in April was EJF Investments, a £69m fund trying to take advantage of […]
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15 Mar 2017 1 min read
QuotedData investment companies roundup – March 2017
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 2017. Kindly sponsored by Baillie Gifford. March Investment Companies Roundup
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07 Dec 2016 1 min read
QuotedData investment companies roundup – December 2016
Our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of November 2016. december-investment-companies-roundup
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1 min read
QuotedData’s round up of views on the global economy – December 2016
QuotedData’s collation of recent insights on markets and economies taken from comments made by chairman and managers of investment companies. december-economic-and-political-roundup
News
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04 Dec 2024 3 min read
QuotedData’s morning briefing 4 December 2024 – ARR, SEIT, PNL, MNKS, INOV
In QuotedData’s morning briefing 4 December 2024: Aurora UK Alpha (ARR) announced that following the proposed combination with Artemis Alpha Trust, it has changed its name to Aurora UK Alpha plc. The company will continue to trade under the ticker ARR. SDCL Energy Efficiency Income (SEIT) announced its interim results for the six months to […]
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30 Aug 2024 3 min read
It’s a wonderful (Vanguard) Life
The Vanguard LifeStrategy Funds are a cornerstone in the retail and financial advisory sectors. Collectively, these funds offer five passive investment strategies that blend global equity and global bond index funds in varying proportions. The allocations range from 100% equity exposure to 20% equity and 80% bonds, with each fund adjusting its weighting in 20% […]
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19 Jun 2024 4 min read
Personal Assets cautious allocation has not been rewarded
Personal Assets (PNL) has published its annual results for the year ended 30 April 2024, during which it provided NAV and share price total returns of 1.3% and 1.2%, respectively. In comparison, it says that the All-Share Index returned 3.4% and RPI was 3.3%. PNL’s manager, Sebastian Lyon, says that PNL’s “cautious asset allocation has […]
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05 Dec 2023 3 min read
QuotedData’s morning briefing 5 December 2023 – PNL, IEM, LTI, PCTN, HLCL, HOME, TOWN, SHC
In QuotedData’s morning briefing 5 December 2023: Personal Assets Trust (PNL) announced its interm report for the six months to 31 October 2023. The company’s NAV fell by 2.7% while shares fell 4.5% with shares falling to a discount of around 1%. The company continues to be positioned defensively with almost 40% of the fund […]
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25 Aug 2023 4 min read
QD view – What if the tide goes out further?
Reflecting the challenging macroeconomic backdrop, the last six months have been an uncertain period in markets. Key amongst investors’ concerns has, at least until recently, been stubbornly high inflation in most developed markets, particularly in Europe and the UK specifically. This had refused to roll over despite energy prices – a key factor a behind […]
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16 Jun 2023 1 min read
QuotedData’s weekly news show 16th June 2023
Thank you to everyone that listened in today, whether you watched the Zoom live, on Facebook or on YouTube. In this week’s show, James Carthew covered the week’s top stories: • Personal Assets (0:33) • Hansa Investment Company (8:26) • Custodian Property Income REIT (12:49) This week’s interview was with Matthias Siller from Barings Emerging […]
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12 Jun 2023 2 min read
In a rare move, PNL fails to keep up with inflation
Personal Assets Trust (PNL) has released its annual results for the financial year ending 30 April 2023. Over the 12 month period PNL reported a NAV total return of -0.9%, and share price total return of -3.0%, this compares to the 6.0% total return of the FTSE All-Share Index. PNL’s main objective is to preserve […]
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05 May 2023 4 min read
QD view – Spreading your bets – asset allocating for uncertain times
For the second time in five years, investors are finding themselves in the grips of a global bear market that has punished most asset classes. The reasons underpinning the latest bout of selling have been well covered by market commentators, with QuotedData being no exception. Alongside this, many column inches have also been devoted to […]
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21 Nov 2022 1 min read
QuotedData’s morning briefing 21 November 2022
In QuotedData’s morning briefing 21 November 2022: Personal Assets (PNL) has published its interim results for the six months ended 31 October 2022. During the period, PNL provided an NAV total return of -3.6%, outperfoming its All-Share benchmark, which it says provided a total return of -5.8%. PNL’s shares continued to trade close to NAV […]
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14 Oct 2022 4 min read
QD view – navigating troubled waters
When I started writing this article, it was being widely reported that the chancellor, Kwasi Kwarteng, had been forced to cut short his visit to the US and was returning to London to face urgent talks with the prime minister and Conservative MPs. Before I had finished it, he was out of a job, with […]
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09 Jun 2022 3 min read
Personal Assets plans 100 for one share split
Over its financial year ended 30 April 2022, Personal Assets generated a return of 7.1% in NAV terms and 8.0% in share price terms. Inflation (measured by RPI) was 11.1% over that period and the return on the UK market was 8.7%. Personal Assets’ returns came from a highly defensive portfolio. At 30 April 2022, […]
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10 May 2022 1 min read
QuotedData’s morning briefing 10 May 2022
In QuotedData’s morning briefing 10 May 2022: Sadly, we have to report the death on 4 May 2022 of Robin Angus. “It is with great sadness that the board of Personal Assets Trust announces that Robin Angus, who was the company’s executive director until his retirement in September 2020, passed away on 4 May 2022. […]
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24 Nov 2021 3 min read
QuotedData’s morning briefing 24 November 2021
In QuotedData’s morning briefing 24 November 2021: Nippon Active Value (NAVF) has confirmed gross proceeds of £14m were raised from the recent issue of 10,021,432 new Ordinary Shares at 139.70 pence per share. This represents a 1.5% premium to the NAV per share at close of business on 22 November 2021. Shares will be issued […]
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09 Jun 2021 3 min read
Personal Assets holds up well in era of weakened fixed income defence
Troy Asset Management-managed Personal Assets (PNL) has reported its annual results to 30 April 2021, delivering a NAV return of 9.1%, which compares to a rise of 22.1% in the FTSE all-share index. Over the year, PNL managed to issue a record number of net new shares, for a net inflow of £229.8m. ‘Fixed income no […]
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17 Jul 2020 2 min read
Personal Assets bucks the trend
Personal Assets (PAT) has published its final results for the year ended 30 April 2020, during which it has bucked the trend, substantially outperforming the market (its NAV per share rose by 5.3%, substantially ahead of the return on the All-Share, which PAT says lost 19.8%). The announcement provides the following key highlights: PAT is […]
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2 min read
QuotedData’s morning briefing 17 July 2020
In QuotedData’s morning briefing 17 July 2020: BMO Private Equity Trust has announced the appointment of Nplus1 Singer Advisory LLP as its sole corporate broker, with immediate effect. Tetragon Financial Group (TFG) will be hosting a conference call for investors on Friday, 31 July 2020 at 15:00 BST / 10:00 EDST. The call is to […]
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06 Jun 2019 2 min read
Wary Personal Assets maintains high liquidity
Wary Personal Assets maintains high liquidity – Personal Assets has released results for the year ended 30 April 2019, just six weeks after the period ended! Over the year, the net asset value rose by 4.3%. This compares to a fall of 1.4% in the All-Share Index and a 2.9% increase in inflation, as measured by […]
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02 Jun 2017 3 min read
Personal Assets Trust remains focused on the long term
Personal Assets Trust (PNL) has announced its annual results for the year ended 30 April 2017. Over the year to 30 April 2017, PNL’s net asset value per share rose by 8.6%, which it says compares to a rise of 15.8% in the FTSE All-Share Index. PNL’s share price rose by £32.90 (8.8%) during the year […]
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23 May 2017 1 min read
Investment Trust Insider on Aberdeen Diversified Income & Growth
Aberdeen Diversified Income & Growth (ADIG) the reincarnation of BlackRock Income Strategies, is now up and running. As yet, although the discount has narrowed a little since launch (currently 7%), there appears to be some way to go before ADIG is ranked alongside competitors such as Personal Assets (PNL), Ruffer (RICA) and Seneca Global Income […]
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18 Nov 2016 1 min read
Personal Assets keeps portfolio liquid
Over the six months to 31 October 2016 Personal Assets Trust’s net asset value per share rose by 7.5% to GBP394.85. Its share price rose by GBP24.50 to GBP397.00 over the same period, being a premium of 0.5% to the Company’s NAV at that date. They are paying quarterly dividends of 140p per share. At the end of the […]
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03 Jun 2016 1 min read
Personal Assets produces positive return in falling market
Personal Assets has announced results for the year ended 30 April 2016. Over the year to 30 April 2016 Personal Assets ‘s net asset value per share rose by 5.0%. This compares to a fall of 9.0% in the FTSE All-Share Index. Personal Assets ‘s share price rose by GBP21.80 or 6.2% during the year and at 30 […]
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20 Nov 2015 1 min read
Personal Assets just about flat in falling market
Personal Assets Trust’s net asset value fell by 0.3% over the six months to the end of October 2015 – a much better result than for the FTSE All-Share index which fell by 7.3%. The share price rose by 0.5%. Dividends are running at £1.40 per share. They didn’t much change the shape of the portfolio over […]
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08 Jun 2015 1 min read
Personal Assets maintains high liquidity levels
Personal Assets’ results for the year ended 30 April 2015 have been published and they show that the net asset value rose by 4.8% in capital terms vs. 3.9% for the FTSE All-Share Index. In price terms Personal Assets rose by 5.7% as they moved from a 0.6% discount to a 0.2% premium. The quarterly dividends for the […]
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06 Jun 2014 1 min read
Personal Assets Trust : PNL – final results
Personal Assets Trust has published its results covering the year ended 30 April 2014. Over the year the company’s net asset value fell by 5.1%. Over the past three years Personal Assets Trust has underperformed both inflation and the FTSE All-Share Index. The problem, says Sebastian Lyon – the fund manager, has been the funds […]
Upcoming Events
Videos
In The Press
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28 Feb 2024 2 min read
Should you hold a wealth preservation trust in 2024?
by Val Cipriani, Investors Chronicle, February 27, 2024: The past two years have been tough for the four investment trusts that promise to deliver a degree of capital growth but with a focus on wealth protection, regardless of how financial markets perform. Ruffer Investment Company (RICA) and RIT Capital Partners (RCP) have had particular difficulties, […]
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29 Jan 2024 1 min read
Investment trust insider on JPMorgan Multi Asset
Investment trust insider on JPMorgan Multi Asset – James Carthew: JPMorgan’s MATE was a good idea no one wanted Investment company merger proposals are still coming thick and fast. One of the latest is a proposed tie-up between JPMorgan Multi-Asset Growth and Income (MATE) and JPMorgan Global Growth and Income (JGGI). JGGI has become the […]
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03 Jan 2024 1 min read
Are investment trust discounts getting out of hand?
by Jennifer Hill from interactive investor, 28th December 2023: Risk-off sentiment has pushed investment trust discounts to historically wide levels and many boards have been proactively trying to address the issue. This year will be a record for share buybacks with almost £3.5 billion of investment trust share buybacks in the first 11 months, data […]
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11 Dec 2023 1 min read
Forget Willy Wonka… As price hits record high, could investing in GOLD be just the ticket for your portfolio?
By ROSIE MURRAY-WEST, Mail on Sunday, 10 December 2023: The new Wonka movie starring Timothee Chalamet isn’t the only golden ticket in town. This week the gold price hit a record high, coming in at above $2,100 an ounce and making investors wonder if they should add a little lustre to their portfolios. Whether you […]
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23 Oct 2023 1 min read
Discontent surrounds performance of wealth preservation investment trusts
By ANNE ASHWORTH, Daily Mail, 21 October 2023: Discontent surrounds the performance of the so-called wealth preservation investment trusts Capital Gearing, Personal Assets, RIT Capital Partners and Ruffer. These funds are foundering in their mission to provide a buffer in a challenging era through a mix of holdings, some defensive like bonds, some esoteric, like […]
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24 Jul 2023 1 min read
What’s going wrong for wealth preservation investment trusts?
by Faith Glasgow from interactive investor 24th July 2023: The four venerable multi-asset trusts with a well-deserved reputation for capital preservation have suffered significant losses so far in 2023. Why? This year has been a terrible one for investment trusts focused on wealth preservation to try and do their job. In the face of a […]
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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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14 Jul 2023 1 min read
How fund managers prepare portfolios for a downturn
By Dave Baxter, Investors Chronicle, July 12, 2023: Few funds made it through 2022 unscathed, and even those with an explicitly defensive profile took a hit. A combination of problems, including a painful government bond sell-off, ultimately took its toll on most of the so-called wealth preservation investment trusts, although most of them fared better […]
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03 Jul 2023 1 min read
Four trusts to hold for a lifetime
By Tom Aylott, Reporter, Trustnet, 03 July 2023: These four trusts could be held as a core holding by any investor, regardless of risk appetite or time horizon, according to fund pickers. Many funds cater to investors with specific goals, but some strategies appeal to those of all time horizons. For example, low-risk trusts typically […]
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31 Oct 2022 1 min read
Investment trust premiums: when to buy and when to avoid
by Faith Glasgow, from interactive investor, 31st October 2022: This year’s market turbulence, culminating in the vigorous response to the previous chancellor’s mini-budget in September, has hit investment trusts painfully. The FTSE All Share Closed End Investment index is down around 20% year-to- date, compared with the FTSE All-Share, which has lost around 10%. According […]
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06 Oct 2022 1 min read
A wealth preservation trust that has delivered
By Val Cipriani, Investors’ Chronicle, October 6, 2022: Jonathan Ruffer’s all-weather philosophy of trying not to be wrong rather than attempting to be right used to sound thoroughly unexciting. Then 2022 came, and these days it feels like the best anyone can hope for. The team at the helm of Ruffer Investment Company (RICA) has […]
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20 Jun 2022 1 min read
Big Dippers this year? Cheer up! A wild ride may be just the boost your funds need
By ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY, 19 June 2022: With stock markets continuing to fall in recent days, many investment experts have reverted to using the ‘V’ word. That’s not V for victory, but V for ‘volatility’ – a term that seems to change its meaning when share price are in freefall. The FTSE […]
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28 Apr 2022 1 min read
The ‘one-stop-shops’ to help navigate any market environment
Eve Maddock-Jones, Senior reporter, Trustnet, 28 April 2022: In the midst of heightened market volatility Trustnet asks fund pickers which portfolios can provide attractive returns, diversification and defensiveness all in one offering. Personal Assets Trust and Alliance Trust are some of experts’ preferred ‘one-stop-shop’ options for investors seeking a core portfolio allocation. One-stop-shop portfolios are […]
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20 Apr 2022 1 min read
Defensives doing well
Jennifer Hill, AIC Compass, 8 April 2022: Jennifer Hill analyses the sectors delivering robust returns. Russia’s invasion of Ukraine feels symbolic, not only of a marked change in the geopolitical landscape but also of a potential regime change in investing. With oil, gas, wheat and many metals soaring in price, already-stubborn inflation is likely 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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24 Feb 2022 1 min read
The low-risk funds to buy, hold and forget about
By Eve Maddock-Jones, Reporter, Trustnet, 24 February 2022: Trustnet asks fund pickers which portfolios deliver steady returns in the long-run without taking on huge risk. The opening weeks of 2022 have tested investors resilience to volatility in a way many have not experienced before. Equity markets in particular have struggled, facing the joint headwinds of […]
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07 Feb 2022 1 min read
Funds expected to stay the course in 2022
James Carthew for Investment Week, 03 February 2022: In 2021, the market switched from expectations of strong economic recovery to renewed growth fears and finished the year fixated on inflation and probable interest rate rises… Uncertainty is increasing and 2022 may finally be the year that many chairs and managers of investment companies have been […]
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22 Nov 2021 1 min read
Junior Isas are ten – have you got one for your child or grandchild?
If you had squirrelled away £100 a month, they could now have a pot worth £16,300 By ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY 20 November 2021 The cost of bringing up children is considerable enough, without thinking about saving for their future as well. However, even small sums put aside early on in a child’s life […]
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10 Nov 2021 1 min read
Investors await details on why trust would benefit from rare structure
By Jessica Tasman-Jones, Portfolio Adviser, 3 Nov 21 EP Global Opportunities has left investors awaiting details about its rationale for adopting the increasingly rare self-managed investment trust structure as its board prepares to remove Franklin Templeton as its third-party manager… Alliance Trust and Personal Assets transition away from self-managed model There are currently just 13 investment […]
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08 Jul 2021 1 min read
Be single minded and pick one multi-asset fund to do it all
We reveal how to choose By ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY PUBLISHED: 21:51, 3 July 2021 | UPDATED: 14:20, 4 July 2021 Multi-asset funds are designed to make life easy for investors. They purport to offer a one stop ‘mini portfolio’ so that investors don’t have to construct one themselves… HOW THE FUNDS PERFORM THROUGH THICK AND THIN Multi-asset […]
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31 Mar 2021 2 min read
Investment trusts in focus
Roundtable: Investment trusts in focus Citywire Wealth Manager, 30 March 2021 Gavin Lumsden: How did last year’s intense volatility impact investment trusts versus open-ended funds? Ewan Lovett-Turner: It certainly was a tumultuous year and that was reflected in performance versus the open-ended fund world. It really does depend on what time period you look at though. […]
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23 Feb 2021 2 min read
What the wealth preservation investment trusts are telling us
What the wealth preservation investment trusts are telling us The best wealth preservation trusts and how they can help you Investors’ Chronicle, February 16, 2021 By Mary McDougall There’s a lot to learn from wealth preservation investment trusts, which broadly aim to protect and grow assets in real terms over time. After all, shouldn’t that be […]
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11 May 2020 2 min read
Investment trust insider on the return of inflation
Investment trust insider on the return of inflation – James Carthew: Ruffer, Capital Gearing & Personal Assets make a good point on inflation The Association of Investment Companies’ Flexible Investment sector encompasses funds with a diverse range of investment objectives. Among those whose primary aim is to preserve investors’ wealth, the trust that seems to have […]
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06 Mar 2020 3 min read
Investment trust insider on defensive trusts and covid-19
Something a bit unusual – an article that we wrote that didn’t actually get published – reproduced here in full Conferences, conventions and sporting events are being cancelled left, right and centre but investment company directors shrugged that off and flocked to a well-attended annual AIC conference on Wednesday 4th. As always, there were some […]
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22 Jul 2019 1 min read
How to invest in absolute return sector funds in falling markets
Investors are nervous and perhaps they have every reason to be. A decade-long bull market appears to be stuttering, global growth is slowing and political tensions are worsening. In such an environment, it can be hard to know where to turn. In the investment companies market, many investors have been putting their faith in a […]
