James Carthew of QuotedData talks to Kate Beioley of Investors Chronicle read more here (subscription required)
Investment Trust Insider on Princess Private Equity It is 10 years since Princess Private Equity (PEY) listed in London. This private equity fund has had an interesting history, largely by virtue of its willingness to adapt to make itself more appealing. Prior to listing in London, Princess had a listing in Frankfurt but it wanted […]
Investment Trust Insider on BioPharma Credit James Carthew: don’t let Biopharma’s slow start give you the wrong impression (title by Citywire!!) This week I’m revisiting Biopharma Credit (BPCR) which I last wrote about at the end of March, when it listed having raised £610 million. As things stand, it still holds the top slot for […]
Investment Trust insider on Impax James Carthew: Impax ticks all the right boxes for the environment Many funds lay claim to incorporating environmental, social and governance (ESG) aspects into their investment approach, including many passive, index-tracking funds. However, often this is just a crude, and sometimes clumsy, box-ticking exercise. Few funds really set out to […]
James Carthew: there is a future for quality ‘zeros’ Split capital investment trust Jupiter Dividend & Growth (JDT) is approaching the end of its life. It was launched in December 2005 and is by far the oldest of the ‘splits’ that exist today. However, its articles of association say it must wind up on 30 […]
James Carthew: has Tritax paid too much as Hansteen hands back cash? In the past week we have seen a very large tender offer from Hansteen Holdings (HSTN), a real estate investment trust specialising in industrial property, and a deal where Tritax Big Box (BBOX) bought a large logistics facility from LondonMetric Property (LMP). Hansteen […]
James Carthew: Custodian captures investors’ attention A cloud still hangs over the likes of Land Securities (LAND) and British Land (BLND), whilst Intu Properties (INTU), the shopping centre specialist, is hitting new multi-year lows. However, there is a clear distinction between these older, self-managed real estate investment trusts (Reits) and the newer, externally managed Reits. […]
James Carthew: UK income trusts standing out from the crowd What makes an investment trust stand out from the crowd? It is a question that preoccupies many boards and it is relevant in a time when many investors are being warned off me-too funds, quasi-index trackers and even active investing. Two high-profile funds in the […]
The People’s Trust, Daniel Godfrey’s long-trailed investment trust, launched its initial public offer (IPO) on Friday. It is aiming to raise £125 million. The fund intends to produce ‘better returns for you and a better impact on society’. There won’t be a huge dividend, a yield of about 1.8% is forecast, and this may curb […]
Should investors buy an investment trust or a fund? – James Carthew of QuotedData talks to Jen Hill of Money Observer A recent comparison of open-ended funds versus closed-ended investment companies suggests the latter are losing their edge on charges, but compelling reasons remain to opt for investment trusts, writes Jennifer Hill Investment trusts have […]
