Glossary

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Investment strategy

Investment strategy

The Investment Strategy is how an investment company intends to achieve its investment objective (e.g. by investing in UK equities).

Bluefield Solar Income Fund – Fundamentals shine despite discount

Bluefield Solar Income Fund Investment companies | Update | 24 April 2024 Fundamentals shine despite discount The manger comments that, in common with the other trusts in the […]

Starwood European Real Estate Finance makes Spain office investment

Starwood European Real Estate Finance makes Spain office investment – Starwood European Real Estate Finance (SWEF) has announced that on 29th November 2019, the group closed an investment in a 5-year floating rate loan secured by a portfolio of office […]

Aberdeen Frontier Markets – Significant latent value?

Significant latent value? Aberdeen Frontier Markets (AFMC)’s manager has been re-positioning the portfolio by reducing exposure to Sub-Saharan Africa, adding companies in new markets and looking to capture […]

Aberdeen Frontier Markets – Significant latent value?

Perpetual disappointment calls for new initiatives

Perpetual disappointment calls for new initiatives – The interim statement covering the six months ended 30 September 2019 for Perpetual Income & Growth marks another period of poor […]

QuotedData’s other news 21 November 2019

In QuotedData’s other news 21 November 2019 – Marble Point Loan Financing (MPLF) closed a credit agreement with City National Bank establishing a revolving credit facility of up to […]

Intu Properties continues disposals programme

Intu Properties continues disposals programme – Intu Properties (INTU) has sold Sprucefield Retail Park to NewRiver REIT for £40m, in line with its June 2019 valuation. Sprucefield Retail Park […]

Investment objective

The Investment Objective is what an investment company is aiming to achieve (e.g. growth of income or growth of capital). The Investment strategy is the way that the investment company will meet its Investment Objective.

Prospectus

A Prospectus is a formal legal document that is required by and filed with Stock Exchange Authorities and Regulators that provides details about an investment offering for sale to the public. See Initial Public Offering (IPO). The prospectus is the first offering document provided by a company and includes most of the details of the business and legal structures. An investment Company Prospectus […]

Hedge Funds

The term hedge fund covers a multitude of different investment strategies. They tend to be structured as limited liability partnerships or companies. A few will allow an investor to enter or exit on a daily basis but most commonly this will be monthly or quarterly, some are even longer. They invest in all sorts of […]

Averaging down

There is a common strategy which investors use when their investment decisions go against them. ‘Averaging down’ involves buying more shares after they fall in price, lowering the average cost of all the shares held, in the effort to add value to their portfolio.

SFDR

SFDR is an acronym for Sustainable Finance Disclosure Regulation. This is an EU regulation aimed at making it easier for investors to distinguish between funds’ ESG characteristics. Funds mindful of ESG issues are likely to adopt one of three different product categories: Article 6 Funds that integrate ESG risk considerations into their investment decision-making processes, […]

Managed Futures

The term Managed Futures is used by hedge fund managers to describe a strategy where the fund manager holds a range of futures contracts rather than direct investments. The contracts can be exposed to a diverse range of assets including currencies, interest rates, commodities, indices and equities. The positions may be long or short. The […]