Investment trust insider on Baillie Gifford European – James Carthew: great start at Baillie Gifford European Growth About a year ago, I wrote an article on Baillie Gifford European Growth (BGEU) just as the new management team was preparing to get hold of the former European (EUT) portfolio after its manager Edinburgh Partners was dismissed. The revamped trust has got […]
Investment trust insider on emerging markets – James Carthew: Who to back in the emerging markets rally? The good news that we have had over the past few weeks on the US election and vaccines to tackle Covid-19 have helped drive a recovery in emerging markets investment trusts. Shares in JPMorgan Emerging Markets (JMG), Mobius (MMIT) […]
Schroders scrapes £75m for British Opportunities Trust as UK smaller companies launches fail to entice Firm ‘faces headwinds’ David Brenchley, Investment Week, 27 November 2020 Schroders said it had scraped together £75m for its British Opportunities Trust (SBO), which aims to take stakes in firms from the more mature end of the smaller companies universe in both […]
AIC consults on creating China and India sectors Countries under-represented in investment company universe David Brenchley, Investment Week, 27 November 2020 The trade body said it was currently consulting with the relevant members and their managers on whether China and India-focused investment trusts should leave the Country Specialist: Asia Pacific ex Japan sector to form […]
Bargains abound as investment trust sector yield spikes to 21st century high Unweighted yield hit 5.2% at end-October David Brenchley, Investment Week, 25 November 2020 Income has been hard to come by for UK investors in recent years, and this was particularly the case in 2020 as Covid-19 wreaked havoc on dividends from stocks around […]
Investment trust insider on Downing Renewables – Another potential investment company launch emerged this past week as Downing Renewables & Infrastructure Trust (DORE) published an intention to float announcement and followed up with its prospectus today. It joins an increasingly crowded field – there are already 14 funds in the AIC’s Renewable Energy Infrastructure sector. However, […]
Fundsmith Emerging Equities Trust surprises with first share buyback By Jessica Tasman-Jones, 18 Nov 20, Portfolio Adviser The Fundsmith Emerging Equities Trust (Feet) has launched its first ever share buyback three months after its chairman criticised the discount control mechanism in the investment trust’s interim results. The £340m investment trust purchased 15,684 shares on Tuesday at […]
A shot in the arm for your portfolio (without side effects): How to invest in Big Pharma with these shares and investment trusts By ANNE ASHWORTH FOR THE DAILY MAIL PUBLISHED: 21:50, 13 November 2020 | UPDATED: 11:53, 14 November 2020 The breakthrough on the Covid-19 vaccine from Pfizer and BioNTech this week has cheered the nation – and the […]
Should more trusts follow Scottish Mortgage into unquoteds? Investors Chronicle, Investment Trusts, November 12 2020 By Mary McDougall Private equity investment trusts have existed for decades. And more recently a number of trusts that focus on listed companies have also started allocating more of their assets to unquoted companies… As increasing numbers of companies stay private for longer, particularly in the technology sector, being […]
Engines of growth: Investment trusts for responsible investing By Mary McDougall, Investors Chronicle, 12 November 2020 Appetite for investment products with strong environmental, social and governance (ESG) credentials has boomed this year as the pandemic has put the need for a sustainable world under the spotlight. Enthusiasm has been helped by sustainable funds broadly outperforming their conventional peers […]
