Richard Williams, Investment Week, 30 September 2022: The sharp interest rate rises expected to follow the collapse in the value of the pound do not bode well for the real estate sector in the UK. Many of the REITs were already trading on large discounts to net asset value (NAV), in part due to the […]
By Tom Aylott, Reporter, Trustnet, 30 September 2022: Those holding UK trusts over the past decade could have seen a sizable return on their investment, with the IT UK Equity Income and IT UK All Companies sectors up 83.8% and 69.5% respectively, according to data from QuotedData. But it is the trusts in the IT […]
Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by James Carthew, director of QuotedData; Colette Ord, Infrastructure and Renewable Energy analyst at Numis; and Justin Bell, Property Specialist at Numis. You can listen to this week’s two podcasts in full here. […]
Investment trust insider on VPC Speciality Lending – James Carthew: High-yield debt fund VPC looks too cheap even in these troubled times I think that there is a tendency amongst investors to view funds on very high yields with suspicion, reasoning that the opportunity is too good to be true. VPC Speciality Lending (VSL) could have […]
Eve Maddock-Jones, Investment Week, 26 September 2022: For the first time in the history of the FTSE 100, the index features four investment trusts: Scottish Mortgage, 3i, Pershing Square Holdings and F&C… All four trusts can count themselves as heavyweights of the closed-ended space, for different reasons. While F&C holds heritage, IT Global peer Scottish […]
By Dave Baxter, Investors’ Chronicle, September 23 2022: It’s testament to the sheer uncertainty of recent times that not a single UK investment trust has launched in the first eight months of 2022. That compares with 16 over the course of 2021 and six in an unpredictable 2020. Some analysts reckon it might even mark […]
James Crux, Shares Magazine, 22 September 2022: On 5 September, asset manager Abrdn (ABDN) announced that veteran and very successful fund manager Harry Nimmo will retire… When a fund manager who has forged a particularly strong track record exits stage left, it is tempting to immediately sell your fund units or investment trust shares. However, […]
By ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY, 17 September 2022: Investors are enduring a difficult spell. High inflation is eating into returns, huge volatility is creating dramatic market swings and most portfolios have lost value since the start of the year. Amid the turbulence, you might expect that healthcare companies would provide a safe port […]
Investment Week, 15 September 2022: Following yesterday’s (14 September) revelation that the £319m Fundsmith Emerging Equities investment trust (FEET) would be entering a voluntary liquidation, industry experts were divided on the decision. Investment trusts being wound up is not uncommon and many would argue that it can be the right thing to do when a […]
By Dave Baxter, Investors’ Chronicle, September 8, 2022: UK EQUITY INCOME (4 FUNDS) An area of focus for many of our readers, UK equity income has been a good port in a storm thanks to the composition of the FTSE 100, while dividends have also made a strong recovery from the dark days of 2020. […]
