Investment trust insider on European trusts – James Carthew: where I should have put my Darwall dough The board of Jupiter European Opportunities (JEO) has agreed terms with Devon Equity Management, the new management company established by Alexander Darwall. It will move across from Jupiter to Devon on 15 November. Jupiter is entitled to fees […]
WPCT board slammed for ‘failure to act independently’ in ‘sorry Woodford saga’ David Brenchley, Investment Week, 21 October 2019 Shareholders should be given the chance to have a say on the future of the Woodford Patient Capital trust (WPCT) through a continuation vote, as the board was slammed for failing to act more independently of […]
Shareholders in Woodford Patient Capital trust (WPCT) should be prepared for their investment to suffer the same fate as those unitholders of the Woodford Equity Income fund (WEIF), according to analysts. David Brenchley, Investment Week, 15 October 2019 Link Fund Solutions announced on Tuesday (15 October) WEIF would be wound up, with the management of the […]
Investment trust insider on changing managers – James Carthew: when fund managers just have to go Over the past few weeks, we have seen a rush of boards removing or threatening to remove fund managers. I have said many times in the past that this is one of the great strengths of the investment trust model. […]
Investment trust insider on Manchester and London – James Carthew: the global newcomer beating Lindsell Train & Scottish Mortgage If you could design your own investment company, what would it look like? For most of us the idea is a pipe dream but for Mark Sheppard, manager of Manchester & London (MNL), it’s a reality. While […]
Investment trust insider on Schroder Asia Total Return – James Carthew: I’ll happily target Asia Pacific ex the pain Investors are nervous and perhaps with good reason. Where can they turn, given that traditional safe havens such as cash and government bonds offer little or no reward? Steady income generators, like the renewable energy and infrastructure […]
Leader Article: New kids on the block struggle to attract investors’ cash INVESTMENT WEEK 30 September 2019 The first three quarters of the year saw open-ended fund launches continue unabated, and this shows no signs of slowing down. In stark contrast, however, trust IPOs and the market appetite for new investment companies has waned through […]
Axe Woodford now! Pressure mounting on board of Patient Capital to get rid of embattled manager Trust bosses under pressure to replace Woodford as crisis continues Woodford’s Patient Capital publishes its half-year results on Monday By JILL TREANOR FOR THE DAILY MAIL PUBLISHED: 21:50, 27 September 2019 | UPDATED: 09:53, 28 September 2019 Neil Woodford is facing fresh calls to […]
Woodford Patient Capital Trust shares slump again as it’s forced to write down the value of three holdings – but it won’t reveal which ones Link has cut the valuation of three unspecified WPCT holdings today WPCT’s shares fell over 7% earlier and are currently down over 3% Commentator says it’s ‘bizarre’ that WPCT will not […]
Top 100 Funds 2019: Specialist equity funds By Leonora Walters If you have a large portfolio and a higher risk appetite, you could consider adding a small allocation to some specialist equities funds focused on a particular area that could benefit from high growth… NEW ENTRANT:Polar Capital Global Insurance(IE00B61MW553): Insurance company equities can be a good […]
