By Emma Wallis, News editor, Trustnet, 30 September 2024: Investment trusts are charging unfair fees, according to Hawksmoor Investment Management’s Ben Conway. Most fund managers and investment advisers base their fees on the net asset value of investment trusts’ underlying portfolios, but for trusts holding hard-to-value private assets, those valuations are subjective and can fluctuate […]
Investment trust insider on my portfolio – James Carthew: New trusts for my portfolio Our columnist considers where to reinvest his cash from the Hipgnosis Songs takeover, and the forthcoming sale of assets in Abrdn Property Income. Flush with cash from the Hipgnosis (SONG) takeover and, soon perhaps Abrdn Property Income (API), which just announced […]
Investment trust insider on good news for the investment companies sector – James Carthew: Trusts that should rally on costs reform and rate cuts There was no pool of capital waiting to pounce on last week’s good news so there is still time to grab a bargain before over-sold investment companies start to bounce. On cost […]
By:Elliot Gulliver-Needham, Thursday 19 September 2024: The UK has finally exempted investment trusts from complying with cost disclosure requirements that industry experts say could unlock billions in investment. In a statement today, the government and Financial Conduct Authority said regulators would temporarily withdraw the requirements, which campaigners have argued force trusts to ‘double count’ their […]
Last week, four separate investment trusts handed in their notice, announcing they would be shuttering.. The number of investment trusts has fallen to its lowest level in years for a number of reasons, including high discounts, pressure on small trusts, and ongoing issues around cost disclosure.. With a total of ten mergers announced so far […]
Investment trust insider on a shrinking sector – James Carthew: We might regret what’s lost in the trust bloodbath Four more investment companies – Aquila European Renewables, Ecofin US Renewables, Gulf Investment Fund and Keystone Positive Change – are heading for the exit. The bloodbath in the investment companies sector seems to be getting worse. […]
The analyst’s view James Carthew for Portfolio Adviser, 13 September 2024: In a reversal of the pattern of the past couple of years, a trend towards lower interest rates should help rebuild confidence in the infrastructure sector. It came as a great surprise to many investors when listed infrastructure trusts started to trade on discounts […]
James Carthew for Portfolio Adviser, 13 September 2024: The analyst’s view In a reversal of the pattern of the past couple of years, a trend towards lower interest rates should help rebuild confidence in the infrastructure sector. It came as a great surprise to many investors when listed infrastructure trusts started to trade on discounts […]
The best bond and capital preservation funds Dave Baxter, Investors Chronicle, September 12, 2024: Stock markets have been riding pretty high in the past year, and in times like that it’s easy to forget the need for protection when things go wrong.. We stick with two names from the four, one of which makes good […]
12 September 2024, Questor on Vietnam Holding – Questor: Buy this Asian country before the markets recognise its true potential Investment trust bargains: GDP growth of more than 80pc in a decade is just the beginning One of the world’s great economic success stories in recent years has been Vietnam, and UK-based investors have a […]
