Investment trust insider on Home REIT – James Carthew: take shelter in a government-backed trust housing the homeless Readers may already know I am a fan of Civitas Social Housing (CSH) and Triple Point Social Housing (SOHO) real estate investment trusts (I’m a shareholder in the former). Apart from the steady, government-backed income and attractive yields […]
How to cash in on the work at home winter winners: Should you invest in Greggs as sausage rolls replace sushi – and go local with property? By ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY PUBLISHED: 21:53, 19 September 2020 | UPDATED: 09:37, 21 September 2020 If you’re expecting to settle in for a winter without the commute, you’re not […]
Top 100 Funds 2020: Bonds By Leonora Walters and David Baxter, Investors Chronicle, 11 Sept 2020 Many investors’ portfolios should have an allocation to assets other than equities for diversification. And with cash rates so low bonds can be a useful component in income portfolios. But although bonds can be less volatile than equities they are far […]
Investment trust insider on Murray International – James Carthew: the challenge for Murray International investors Murray International (MYI) is the largest of the global equity income trusts with a market value of £1.2bn, and the highest yielding at 5.5% compared to its AIC Global Equity Income sector average of 4.3%. However, its long-term returns are […]
Investment trust insider on new and newish funds – James Carthew: Let’s hope new trusts are more open than recent launches After a long hiatus, the flotation window appears to be opening up. I thought this week I would have a look to see how the last crop of investment company launches – Nippon Active Value […]
FUND FOCUS The lowdown on Henderson Diversified Income Trust Sunday September 06 2020, 12.01am, The Sunday Times, Mark Atherton What it is A £167.4 million trust that invests in bonds — IOUs issued by governments and companies. The trust’s yield is 4.9 per cent and the annual fee is 0.9 per cent. What it invests […]
Investment trust insider on the changing face of investment trust investors – James Carthew: trusts can thrive without wealth managers A few years ago, we started to come across ‘gatekeepers’ at the larger wealth managers who announced their firms would no longer use investment companies below a certain market capitalisation. These size thresholds have risen steadily […]
First post-Covid-19 investment trust launches could shake up their fledgling asset classes David Brenchley, Investment Week 28 August 2020 Triple Point to IPO energy efficiency trust The post-Covid-19 investment trust IPO market is set to come alive, with competition for two current ‘sole players’ set to shake up their respective sectors. Triple Point Investment […]
The US tech fund that is still aiming for 20% returns: ALLIANZ TECHNOLOGY investment trust By JEFF PRESTRIDGE, FINANCIAL MAIL ON SUNDAY PUBLISHED: 21:51, 22 August 2020 | UPDATED: 08:00, 24 August 202 Walter Price is confident that he can keep delivering stellar returns for those invested in the investment trust he runs – the £981million Allianz Technology, listed on […]
Small stocks could help you sail through the increasingly choppy waters of investments opportunities By ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY PUBLISHED: 22:00, 15 August 2020 | UPDATED: 12:41, 16 August 2020 Some say small is beautiful, but if you have ever been on a yacht in a big storm, you will know it can be stomach-churning as well. That […]
