Investment Trust Insider on Hadrian’s Wall Secured Lending James Carthew: Can Hadrian’s Wall take on Funding Circle? Funding Circle SME Income Fund (FCIF)’s premium has taken a bit of a knock after its board indicated that its dividend will be cut later this year. The fund had paid quarterly dividends at a run rate of […]
Investment Trust Insider on BlackRock Emerging Europe James Carthew: BlackRock trust could have avoided upset There have been some fun and games in the investment trust sector recently, what with the ongoing dispute between Invesco Perpetual Enhanced Income (IPE) and its former manager, the proposed merger of Dunedin Smaller Companies (DNDL) and Standard Life UK […]
“Bag a bargain” – six trusts on discounts [First a disclaimer – here at QuotedData we don’t make recommendations – we just try to give you the information that you need to make your own mind up – and we are not financial advisers. In the article, James Carthew mentions two trusts that are trading […]
“Bag a bargain” – six trusts on discounts [First a disclaimer – here at QuotedData we don’t make recommendations – we just try to give you the information that you need to make your own mind up – and we are not financial advisers. In the article, James Carthew mentions two trusts that are trading […]
Investment Trust Insider on Middlefield Canadian Income James Carthew: Middlefield – North America with income Canada tends to get overlooked by investors, dismissed perhaps as a play on resources. Of course, while these are an important part of its economy, there is much more to the country than that. Within the investment companies market, we […]
Investment Trust Insider on ICG Enterprise James Carthew: the perverse discounts on private equity Some of the discounts in private equity investment trusts look perverse given the high prices they are achieving on the sale of mature portfolios. The listed private equity market has become cluttered with trusts suffering a slow death. Some of these […]
Investment Trust Insider on TR Property, Tritax and the logistics sector – James Carthew: the property pressures of feeding Amazon Financial results from TR Property (TRY) always make interesting reading. The investment trust had another great year, making a 15.5% total return on net assets over the twelve months to 31 March which, when coupled […]
Investment Trust Insider on student housing James Carthew: DIGS’ London moat had direct impact on returns GCP Student Living (DIGS) is five years old and it has been a great success. An investor who subscribed £1 for a share in the real estate investment trust’s initial public offering on 20 May 2013 has received 26.07p in […]
Investment Trust Insider on Civitas and Horizon James Carthew: I hope Horizon revives faith in social housing Horizon Housing (HZN) real estate investment trust (Reit) is the latest launch in the burgeoning social housing sub-sector. At one point, investors were falling over themselves to invest in this area, attracted by its stable, secure and inflation-linked […]
Investment Trust Insider on Ranger Direct Lending James Carthew: Ranger board must give investors an exit A right royal row is underway about the future of Ranger Direct Lending (RDL). Letters are flying back and forth and PR companies are working overtime but Ranger’s shares continue to languish on the widest discount of any fund […]
