ETFs VERSUS ITs By Jennifer Hill, Alliance Trust Quarterly Newsletter, Spring 2021 ETFs are shiny, new and booming and various fund providers are hailing active ETFs as the next big thing. But it could be argued that active ETFs have been around since the 1880s in the form of investment trusts. We spoke to ten […]
Want to know if the High Street is a good place to invest? Check out the queues at Primark: How to pick retail share winners as shops reopen By ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY PUBLISHED: 21:52, 24 April 2021 | UPDATED: 13:26, 26 April 2021 Two weeks on from the latest step taken in lockdown easing and it seems […]
Rev up your returns from the mid-sized UK companies well placed to race away – but don’t forget the minnows By ROSIE MURRAY-WEST FOR THE MAIL ON SUNDAY PUBLISHED: 22:24, 17 April 2021 | UPDATED: 12:28, 18 April 2021 As Britain finally throws off the shackles of endless lockdowns and restrictions, the economy stands poised to unfurl at welcome speed. […]
Investment trust insider on All Active Asset Capital – James Carthew: Why All Active Asset Capital is generating a mighty social media buzz The investment companies sector includes many fringe players that I generally don’t pay much attention to. For example, when I compile lists of best-performing investment companies, I routinely ignore funds with market caps […]
Bridges and walls are the road to profit in the US recovery plan David Brenchley, Sunday April 11 2021, 12.01am, The Sunday Times While on the campaign trail to become president, Joe Biden pledged to “build bridges, not walls”. On April 1 he announced plans to build literal bridges, alongside other infrastructure projects, in a […]
Investment trust insider on hedge funds – James Carthew: Hedge funds proved their worth last year if you can stomach the fees A few of the listed hedge funds have published results recently. Pershing Square (PSH) and the two Brevan Howard funds – BH Global (BHGG) and BH Macro (BHMG) – had bumper years, largely on […]
Roundtable: Investment trusts in focus Citywire Wealth Manager, 30 March 2021 Gavin Lumsden: How did last year’s intense volatility impact investment trusts versus open-ended funds? Ewan Lovett-Turner: It certainly was a tumultuous year and that was reflected in performance versus the open-ended fund world. It really does depend on what time period you look at though. […]
Growth trusts tumble: short-term blip or fundamental shift? Citywire Wealth Manager, Jennifer Hill, 30 March 2021 2020 was a vintage year for off-market equity investors. Shares in leading specialist trusts Chrysalis Investments and Scottish Mortgage rocketed 110% and 107% respectively. More recently some of that momentum has gone into reverse, however. Chrysalis is now 9.62% below its […]
Income trusts pass the covid test, but for how long can they deliver? Citywire Wealth Manager, Jennifer Hill, 30 March 2021 UK equity income trusts have weathered the dividend drought far better than their open-ended counterparts, an achievement largely down to investment trusts’ ability to draw on revenue reserves. UK dividends plummeted 44% last year […]
How to spot smaller companies winners There’s additional risk with small-cap funds but the good ones pay off March 23, 2021, Investors Chronicle, By Mary McDougall Funds that focus on smaller companies tend to outperform their benchmark indices by a greater proportion than their large-cap peers over time. The average share price and net asset value (NAV) total […]
