Lauren Mason for Investment Week What does the future hold for investment trust activism? – QuotedData’s James Carthew shares his views An active year for trust boards According to NAVF’s website, the management team will pursue “multiple activist strategies” including communication with management teams and boards, putting company representatives on the board of investee companies, […]
Buxton named lead manager of Jupiter UK Growth trust Replaces Steve Davies David Brenchley, Investment Week, 18 February 2020 Richard Buxton has been named as new lead manager of the Jupiter UK Growth investment trust, replacing under-fire Steve Davies. Buxton will be assisted on the £47.5m offering by Errol Francis and Ed Meier, who both […]
Investment trust insider on permanent capital vehicles – James Carthew: backfiring buybacks can be a permanent waste of shareholder capital I put a comment in last week’s article about Syncona (SYNC) that I thought might attract more attention than it did. Talking about the importance of having cash to back up the financing needs of the […]
Three trust picks for ESG portfolios Which products get the green light from investors? Lauren Mason, Investment Week, 18 February 2020 ESG investing has been a major theme among open-ended fund managers for quite some time, with both asset managers and asset allocators increasingly taking steps to minimise their carbon footprint, reduce sustainability risks and […]
FTfm Fund management How will the EU reshape fund managers’ regulations after Brexit? UK fund managers fear Brussels could shift goalposts and compromise third-country access Siobhan Riding, 16 February 2020 Brexit has worked some City of London fund managers into a frenzy about the prospect of becoming free from the reams of EU financial […]
What’s the catch with investment trusts yielding above 5%? We explain how certain trusts can generate a high yield and pick two to buy By Tom Sieber, Shares Magazine, 13 Feb 2020 Little is more satisfying in investing than receiving a dividend payment from one of your holdings and investment trusts have an excellent track […]
Investment trust insider on Syncona – James Carthew: Syncona has cash for life sciences land grab In August 2018 I questioned the 51% premium that life sciences investment company Syncona (SYNC) was then trading on and queried its high cash weighting. Syncona’s shares have been quite volatile but after spiking beyond £3 in October that year, […]
Baillie Gifford ‘still has work to do’ to win over European Growth Trust investors Oversubscribed tender offer Investment Week, David Brenchley, 04 February 2020 Baillie Gifford still has a lot of work to do to win over investors in its European Growth Trust, according to analysts, after more than half of its shareholder base said […]
Investment trust insider on farmland – James Carthew: I don’t want to commit to FARM float no more After a quiet year for investment company flotations last year, brokers are hoping for a livelier new issue market in 2020. One of the first to market, helped by kicking off the process in December, could be Global […]
Investment trust insider on JPMorgan Russian – James Carthew: Russia yields compelling if oil price holds up So, it turns out that after Bahrain the place to be invested last year was Russia with the MSCI Russia index returning 45.1%. As you may know, the pure play on this market is JPMorgan Russian Securities (JRS) which […]
