ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY, 3 April 2022: You would think that a rising share price could only be good news for a company and its shareholders. But not always. In some cases shares can get so costly that it is difficult for new investors to buy in… To counter the problem of rocketing […]
Kathleen Gallagher, Investment Week, 28 March 2022: The board of the £309.2m Fidelity Japan trust is seeking approval to double its unlisted exposure from 10% to 20% at its AGM on 17 May. The announcement, made as part of the trust’s annual report released on 28 March, noted that at the end of last year […]
Eve Maddock-Jones, Trustnet, 25 March 2022: In the midst of ISA season, several fund pickers highlight a range of broad and specific emerging market portfolios to consider holding. Emerging markets are typically classed as a riskier investment versus developed market options such as the UK and the US, and this factor has only increased in […]
Investment trust insider on performance triggered tenders – James Carthew: Back to the drawing board Aberdeen India If I could devise and patent one simple and guaranteed way to tackle discounts on investment companies, I would probably make a fortune. I am not sure that such a thing exists, however. Over the years, boards have […]
James Carthew for Investment Week, 17 March 2022: In the run up to the end of 2021 and into the early part of 2022, investors’ attention was focused on the growing threat of interest rate rises as a way of combating inflation. That triggered a sharp rotation out of growth stocks. In the space of […]
Trustnet Magazine, Trustnet Team, 21 March 2022: This trust offers an attractive yield while shielding investors from the excesses of the stock market More cautious investors may not feel comfortable relying on equities for their income, particularly given the multiple crises that have hit stock markets in the past few years. A multi-asset strategy may […]
Investment trust insider on Schiehallion – James Carthew: What to look out for in expensive Schiehallion’s annual results Baillie Gifford’s Schiehallion Fund (MNTN) is approaching the third anniversary of its listing. It should also be about to publish its results for the 12 months ended 31 January. There are a few things to look out […]
Cherry Reynard, Portfolio Adviser, 15 Mar 22: A recent eye-popping payout for the managers of the Chrysalis Investment trust has revived a dormant debate on performance fees. Ostensibly a tool to align the fund manager’s interests with those of its clients, they have become increasingly controversial, with poor construction appearing to skew incentives. Yet around […]
Investment trust insider talks to Foresight’s Bernard Fairman – James Carthew: Investors, UK show lack of energy foresight Last week I talked to Bernard Fairman, one of the two co-founders of fund manager Foresight Group (FSG). With two renewable energy funds – Foresight Solar Fund (FSFL) and JLEN Environmental Assets (JLEN) – and the newly […]
Kathleen Gallagher, Investment Week, 10 March 2022: Since Russia invaded Ukraine on 24 February, investment trusts have, unsurprisingly, seen big moves in their discounts and premiums, this is leading to some trusts looking expensive and others starting to look more appealing. The figures from the Association of Investment Companies and Morningstar excluded those with large […]
