The £733m Woodford Patient Capital trust appeared in the top ten worst performing funds in NAV terms in October according to the latest research from investment company analysts QuotedData. The trust, ran by star manager Neil Woodford, was down 5.1% for the month, making it the fifth worst performing fund in NAV terms in the […]
A number of investment trusts have seen their premium/discount levels change significantly since June this year, making them less expensive relative to their NAV, according to investment company analysts at QuotedData. click here to read more…
Would you turn to one of the specialist investment trust sectors if it could pay you an income of more than 6 per cent? Given the increasing scarcity of high income-generating assets, investors have grown used to ‘paying up’ for yield by buying into investment trust shares for more than their intrinsic value. read more […]
SVG Capital, one of the UK’s largest private equity investment trusts and a Money Observer Rated Fund, has succumbed to a hostile takeover from US rival HarbourVest. read more here
Trusts with exposure to Japan and commodities were the top performers in NAV terms last month, led by Baillie Gifford’s Shin Nippon trust, up by 10.5%. In its latest monthly roundup, investment trust analyst QuotedData has revealed the best performing closed-end funds for September were those with exposure to Japan and commodities. Read more here
Japan investment trusts have stormed the charts over the past month, with investors showing renewed confidence in the performance of Japanese corporates. read more here
The investment company sector has changed considerably over the past ten years, as back in October 2006 we were still enjoying the dying days of the credit boom. read more here
One of the most dramatic movements in the financial world following the EU referendum was the fall of the pound. the pound-dollar exchange rate fell from a pre-referendum level of around $1.49 to a rate today of around $1.22. In the short-term that has been good news for investors with…. you can read the rest […]
In some ways, frontier markets are the start-ups of the investment world. They have huge untapped growth potential but are precarious propositions with no guarantee of success and are difficult for investors to access. On its own, each individual market is incredibly risky. Bundled together in indices and funds, they offer a potentially compelling investment […]
NB the headline came from the magazine not QuotedData! We cannot and do not seek to recommend individual funds to private investors. The choice of fund should reflect your personal circumstances. “Sipp investors looking for income may be able to find this in investment trusts that have a long history of delivering consistent dividends. Matthew […]
