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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%, […]

Jefferies: Hipgnosis shareholders could vote against portfolio sale

Christian Mayes, PORTFOLIO ADVISER, 19 SEPTEMBER 2023: Jefferies analysts Matthew Hose and Fiona Huang have assessed various outcomes ahead of the Hipgnosis Songs Fund continuation bid. As of this morning (19 September), shares in the music royalty investment trust are down 12% since last Thursday’s announcement of the sale of a fifth of its portfolio […]

Hipgnosis Songs music catalogue sale comes under scrutiny as continuation vote looms

Valeria Martinez, Investment Week, 15 September 2023: Hipgnosis Songs’ deal to sell a fifth of its music catalogue to a Blackstone-owned vehicle has been put under scrutiny by analysts, with some raising doubts the move will be enough for shareholders to support the trust’s continuation. In a stock exchange notice on Thursday (14 September), the […]

Biotech trusts top performance charts in February
Invest with these income trusts and you could be picking up dividends at a bargain price

By ANNE ASHWORTH, Daily Mail, 18 September 2023: National Savings & Investments (NS&I) has mostly avoided controversy during its 162-year history… You can shield a chunk of your cash in this safety-first option which gives you scope to explore more adventurous long-term income opportunities. Some of these lie in the investment trust sector which also […]

What’s behind big investment trust discounts and when will they narrow?

by Sam Benstead from interactive investor, 12th September 2023: Investment trust investors are suffering this year, with the sector dropping around 2% so far in 2023, including dividends. A key reason for the average trust being in the red is the widening of discounts, which in the spring reached their widest levels since the financial […]

IC Top 50 Funds 2023: the best funds to buy

By Dave Baxter, Investors’ Chronicle, September 7, 2023 Holding an active fund can sometimes feel like a thankless task. Many have failed to outperform markets in both good times and bad, and with thousands in existence the choice on offer can seem overwhelming. But there are still rewards to be had: the best have outperformed […]

Biotech trust Trump benefit may be shortlived
Real estate stock exchange IPSX to close after four years

Christian Mayes, Portfolio Adviser, 06 SEPTEMBER 2023: Real estate stock exchange International Property Securities Exchange (IPSX) is due to close after struggling to find new investment. The exchange, which provides investors with access to single-asset real estate investment trusts (Reit), was launched in 2019 and currently has three listings – Mailbox Reit, M7 Regional E-Warehouse […]

Real estate stock exchange IPSX to wind down operations

Valeria Martinez, Investment Week, 5 September 2023: Real estate stock exchange IPSX, or International Property Securities Exchange, is winding down its operations after four years. The exchange, which launched in 2019, was dedicated to the initial public offering and secondary market trading of real estate investment trusts owning single institutional grade commercial real estate assets, […]

Biotech trusts top performance charts in February
Options to resolve Digital 9 Infrastructure’s ‘material uncertainty’ narrow as ‘funding crisis’ persists

Valeria Martinez, Investment Week, 05 September 2023: From trading at a premium less than a year ago, Digital 9 Infrastructure (DGI9) has rapidly reversed to a discount, with share prices falling over 40% as investors digested a series of problems, including a funding crisis that has yet to be resolved. The FTSE 250 trust, managed […]

Biotech trusts top performance charts in February
Investment trust insider on the sector’s recent failures

Investment trust insider on the sector’s recent failures – James Carthew: Legal actions could follow trust management failings People often quote Warren Buffet’s ‘Only when the tide goes out do you discover who’s been swimming naked’ when looking at the problems besetting the investment company sector, but most of the worst examples of failures recently […]

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