Events

Financial Planning Conference

Monday 30th September 2019—Tuesday 1st October 2019
Conference

Description

This is the financial planning event of the year.

Two full-days packed with CPD, the most inspiring speakers from across the globe and hundreds of the leading financial planners in the profession. All in one central location in Birmingham.

Click here to find out more.

Ticket	Price
Day pass	£300

Location

Tickets

Ticket	Price
Day pass	£300

Q&A: How should investors vote in the Baillie Gifford US Growth AGM to prevent Saba Capital taking control?

Baillie Gifford US Growth (USA) is urging its 13,000 private investors to vote as soon as they can to protect the investment trust from being taken over by its largest shareholder, Saba Capital. The £1bn investment company faces its third “existential” challenge from the hostile hedge fund. The US firm owns nearly 30% of the […]

Morning briefing: Baker Steel Resources falls 4.6% in September

Baker Steel Resources Trust (BSRT), the £142m mining fund whose shares have rallied 94% in the past year, saw its net asset value (NAV) per share fall by 8.3p, or 4.6%, to 172.4p in September. This was largely due to decreases in the listed share prices of Tungsten West and Blue Moon Metals. At 132p […]

ICG Enterprise generates 3.3% half-year return from “multiple” private equity investments

A “resilient” first half performance saw ICG Enterprise Trust (ICGT) post a 3.3% total investment return in the six months to 31 July. At a time when markets are gripped by the rapid rollout of artificial intelligence and unnerved by rising inflation and government debts, the £1.3bn private equity portfolio said its growth was driven […]

Morning briefing: Partners Group Private Equity welcomes “clear” 99.9% vote for wind-down; Alternative Liquidity Fund appoints liquidators; Unite Group funds fall in third quarter; Prettejohn to chair Tritax Big Box

Partners Group Private Equity (PEY) has entered a managed wind-down after 99.9% of shares voted at yesterday’s extraordinary general meeting were in favour of realising all the assets of the £457m investment company. The vote on turnout of just over 62% follows the decision of 74.1% of shareholders to choose to exit through a new […]

Xtrackers to transition $5m minimum-volatility ETF into US small- and mid-cap fund

Xtrackers is seeking shareholder approval for a wholesale overhaul of one of its smallest US equity ETFs, replacing a minimum-volatility strategy with exposure to American small- and mid-cap companies. The Xtrackers MSCI USA Minimum Volatility UCITS ETF currently tracks an MSCI index of large- and mid-cap US companies selected and weighted to reduce volatility. Under […]

Outperforming Ashoka India Equity says corporate earnings are bouncing back as it reports a 5.9% annual fall

Ashoka India Equity (AIE) has asked shareholders to overlook the “minor setback” of a 5.9% fall in net asset value after a difficult year exacerbated by high energy prices caused by the US-led war on Iran. The £416m investment trust outperformed the MSCI India index which fell 8.5% in the 12 months to 30 June […]

CGAM bond expert Emma Moriarty promoted to co-manager of Capital Gearing Trust

CG Asset Management has promoted portfolio manager Emma Moriarty to the investment team on its £802m flagship Capital Gearing Trust (CGT). Moriarty (above), a former senior economist at the Bank of England, will become a co-manager of the multi-asset, capital preservation fund alongside CGAM’s founder Peter Spiller and co-chief investment officer Chris Clothier. This will […]

Saba backs Brown Advisory US Smaller Companies’ rollover with JUSC, signing one-year standstill with JPMorgan trust

Update: Brown Advisory US Smaller Companies (BASC) has decided to call it a day and offer shareholders a rollover into rival JPMorgan US Smaller Companies (JUSC). Concluding a strategic review that he revealed in July, chair Stephen White said shareholders would also have the option of an uncapped cash exit at 99.25% of net asset […]

Morning briefing: Saba lifts Grainger stake to over 9%; Onward Opportunities advances 36% in third quarter

Saba Capital has increased its position in Grainger (GRI), the £1.2bn residential landlord, to 9.2% from 8.9%. The activist hedge fund first disclosed a stake of 5% in June in the build-to-rent developer. Mike Ashley, founder of Frasers (FRAS), the Sports Direct owner, bought 4.2% in May. Onward Opportunities (ONWD), the £57m UK smaller companies trust […]

Seraphim Space Investment Trust – Strong NAV growth, more winners emerging

Strong NAV growth, more winners emerging Seraphim Space Investment Trust (SSIT) has continued to deliver strong portfolio progress, with a series of transactions providing further validation of the value being created across its holdings. ICEYE’s latest funding round has crystallised a substantial uplift, HawkEye 360 has successfully listed, and ALL.SPACE has been acquired by York […]

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Financial Planning Conference

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