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 […]
Trusts set up to preserve fortunes of rich families can protect YOURS too: here’s how you can invest By JEFF PRESTRIDGE FOR THE MAIL ON SUNDAY PUBLISHED: 22:16, 9 May 2020 | UPDATED: 09:01, 10 May 2020 Terry Smith is one of the shrewdest investors to come out of this country in a long, long time – although he now […]
Polar Capital Global Financials promises to hold dividend despite bank cuts By Jeremy Gordon 05 May, 2020, Investment Trust Insider Polar Capital Global Financials (PCFT), the only investment trust specialising in banks and insurers, has reassured investors it can maintain its dividend this year despite many UK banks and insurers cutting distributions in the coronavirus crisis. The board of the £121m investment […]
PCFT to maintain dividend despite mounting pressure on financials Mike Sheen, 04 May 2020, Investment Week Uses £9m reserves The board of the Polar Capital Global Financials trust (PCFT) has opted to maintain dividends due to its shareholders this August and in February 2021 despite widespread dividend cuts across its investable universe. In a statement […]
Investment trust insider on private equity – James Carthew: ‘stale’ private equity trusts are just too cheap I spoke to the managers of ICG Enterprise (ICGT) last week after the publication of annual results showing the private equity trust made an 11.2% return on net assets in the year to 31 January, beating the FTSE All […]
House of cards to crumble? Recession in the UK property market ‘likely well underway’ James Baxter-Derrington and Investment Week, 29 April 2020 The UK property market is headed for a 2020 recession due to its high correlation with the economy, according to fund managers and property valuers, only adding to the woes of property investors who have […]
Where to find value in property trusts 30 April 2020, Trustnet By Richard Williams, QuotedData Covid-19 has obliterated the property market, with tenants across all sectors struggling with cash flow problems as various measures to restrict the spread of the disease have been stepped up. This has had a devastating impact on the rental income […]
Did defensive funds prove their worth during the market sell-off – Kyle Caldwell for Money Observer
Investment trust insider on China and Vietnam – James Carthew: taking China profits to plough into Vietnam I was dealing on my portfolio again this week. I try not to turn it over too much but there were a couple of situations that I couldn’t ignore. First, I sold about half my position in JPMorgan China […]
Investment trust gearing levels were ‘modest’ heading into market sell-off Data shows that ahead of the sell-off most investment trusts had ‘modest’ gearing levels, so losses were not as heavy as they otherwise could have been. Money Observer April 23, 2020 by Kyle Caldwell The use of gearing to enhance returns over the long term is a key […]
