Investment Trust Insider on funds winding up – James Carthew: boards pull the plugs on funds in trouble It is quite rare that large, relatively new investment companies suddenly decide to fall on their swords but recently we have seen at least three of them do it. What’s going on? First to go was Funding Circle […]
Investment Trust Insider on CIP Merchant Capital – James Carthew: small cap newcomer needs to pick up the pace At the tail end of 2017, a new fund launched onto the Alternative Investment Market: CIP Merchant Capital (CIP). It started life with £55 million of cash and the plan was to deploy that by the end […]
QuotedData quoted in Alliance Trust newsletter – talking about Alliance Trust’s sale of its mineral rights, QuotedData’s James Carthew said “As the Trust evolved, the mineral rights were useful, but it makes sense for them to be sold now.” “The changes are designed to simplify the investment proposition. This is good news.” you can read […]
Investment Trust Insider on US Solar Fund – James Carthew: I’m delighted US Solar made it over the line The Brexit can has been kicked down the road again, extending a period of paralysis and indecision that has dragged on for months. Companies are deferring investment and this has real consequences for the UK economy which […]
Investment Trust Insider on Grit Real Estate Income – James Carthew: 8%-yielding Grit builds on London listing Last July a sizeable new fund joined the London-listed investment companies sector, Grit Real Estate Income (GR1T). This website (Citywire) reported the listing but I haven’t seen much written about it since, so I thought I’d take another look […]
Investment Trust Insider on Triple Point Social Housing – James Carthew: thank goodness for social housing Triple Point Social Housing (SOHO), the smaller of the two real estate investment trusts (Reit) focused on supported living properties, has published its first full set of annual results. These made positive reading with a total return of 7.5% on […]
AIC highlights most consistent income trusts – QuotedData’s James Carthew is quoted in this article by Leonora Walters The Association of Investment Companies (AIC) has published its annual ‘dividend heroes’ survey – a list of the investment trusts that have increased their dividends for 20 or more consecutive years. This year, there are 20 dividend […]
Top ISA picks for 2019 – QuotedData’s James Carthew is one of a number of analysts suggesting investment companies that could be worth considering for this year’s ISA. This article was written by Investors Chronicle’s Leonora Walters. 10 investment trusts for your Isa 2019 Investment trusts are a good option for many different types of […]
Investment Trust Insider on Aberdeen Standard European Logistics – James Carthew: diluted Eurobox interest lifts Aberdeen The seismic shift underway in the way we shop has been devastating for the UK’s high streets and shopping malls but has created new opportunities for investors providing the plumbing behind the growth in ecommerce. Here in the UK, we […]
Investment Trust Insider on Greencoat UK Wind – James Carthew: renewables swap subsidies for price rises Despite the volumes of hot air emerging from Westminster, UK wind speeds have been below seasonal averages for some time. This impacts on the earnings of the renewable energy generators with UK wind exposure. These are: Greencoat UK Wind (UKW), […]
