Investment trusts enjoy record year for fundraising as they back a new wave of innovation November 11, 2021, Investors Chronicle, By Mary McDougall Investment trust fundraising amounted to £11.4bn in the first 10 months of the year, a record for the ancient fund structure which is now financing a new wave of innovation. Most striking is the […]
Mary McDougall NOVEMBER 11 2021 Investment trusts focused on infrastructure, particularly those involved in renewable energy projects, have boomed this year as income-hungry investors and those wishing to back the energy transition have flocked to participate in record numbers of share issues. There is little sign of this momentum losing pace. One energy efficiency trust, […]
inews, Jayna Rana, November 5, 2021 6:11 am This week marks Diwali, also known as the festival of lights, an auspicious occasion celebrated by millions of people in India and around the world. To celebrate, we take a look at the country which is on track to be one of the world’s next superpowers, with […]
By Jessica Tasman-Jones, Portfolio Adviser, 3 Nov 21 EP Global Opportunities has left investors awaiting details about its rationale for adopting the increasingly rare self-managed investment trust structure as its board prepares to remove Franklin Templeton as its third-party manager… Alliance Trust and Personal Assets transition away from self-managed model There are currently just 13 investment […]
This year’s Diwali is particularly prosperous Jayna Rana, Investment Week, 2 November 2021 This week, millions of people both in India and around the world will celebrate the festival of lights, also known as Diwali. It is an auspicious occasion that celebrates the plight of good over evil but is also used as a time […]
Investment trust insider on ship leasing funds – James Carthew: Buoyant ship funds need to go net zero It’s nearly six months since I wrote about the proposed launch of Taylor Maritime Investments (TMI). The trust hit its flotation target, raising $160m (£119m) from investors ($10m more than it had hoped) and then issued a […]
Investment trust insider on JPMorgan Global Emerging Markets Income – James Carthew: JPMorgan’s emerging markets income trust basks in the spotlight Back in July 2010 JPMorgan launched its Global Emerging Markets Income (JEMI) trust. Its performance was good for a few years and it tended to trade at a premium to net asset value (NAV). […]
By Jessica Tasman-Jones, Portfolio Adviser, 1 Nov 21 Alliance Trust is increasing dividends by almost a third after seeking court approval to shuffle its merger reserves into distributable reserves. The board of the £3.2bn investment trust revealed in its half-year results in July that it would be reviewing dividend payments. Covid’s effects on the courts system […]
Investment trust insider on two new infrastructure funds – James Carthew: Alinda, Pantheon are good additions to booming infrastructure Governments around the world see infrastructure investment as a way of injecting new life into their economies in the wake of the disruption of the pandemic. Couple that with the investment needed to meet their promises […]
EP Global Opportunities will become one of the few remaining self-managed investment trusts By Jessica Tasman-Jones, Portfolio Adviser, 25 Oct 21 The EP Global Opportunities investment trust is planning to ditch its third-party management arrangement with Franklin Templeton Investments subsidiary, Edinburgh Partners, and become self-managed with veteran investor Sandy Nairn continuing to manage the value-oriented portfolio. […]
