David Brenchley Sunday August 15 2021, 12.01am, The Sunday Times A fast-food chain that specialises in chicken wings and a rapidly growing pest-control business are the latest stocks to form part of the giant investment trust overseen by the star fund manager Terry Smith. Smithson investment trust, which is managed by Simon Barnard and is […]
Despite remaining positive on the £1.3bn Syncona investment trust, experts are questioning its place on the interactive investor’s ethical buy list, the ii ACE 40, following the platform’s decision to place it under formal review. Kathleen Gallagher 13 August 2021 • 3 min read In the year to 11 August the trust has lost 16.1%, while […]
Baillie Gifford US Growth versus JPMorgan American By Eve Maddock-Jones, Reporter, Trustnet, 12 August 2021 IT North American trusts Baillie Gifford US Growth and JPMorgan American have both benefited from the dominance of US large-cap, technology stocks, yet their difference in popularity among investors is stark. The 5.3% discount on JPMorgan American contrasts with the Baillie Gifford fund, which is […]
The golden dragon could be too hot to handle – but a bargain if you’re a brave investor By ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY PUBLISHED: 21:52, 7 August 2021 | UPDATED: 07:56, 9 August 2021 Investors wondering whether to put some of their hard-earned cash into the Chinese stock market are faced with a paradox: the country is too […]
Investment trust insider on Montanaro European – James Carthew: I missed Montanaro European effect One area where my portfolio is a bit light is in Europe, particularly European small companies, and this has been a mistake over the past few years. The standout winner across those two sectors for some time now has been Montanaro European […]
Investment trust insider on Henderson Diversified Income – James Carthew: Henderson Diversified banks big bond gains from Covid bargains This week I want to spotlight Henderson Diversified Income & Growth (HDIV), whose fund managers John Pattullo and Jenna Barnard recently updated investors following the investment trust’s annual results last month. These showed the £161m closed-end fund […]
HydrogenOne Capital Growth (HGEN), the first dedicated trust to clean hydrogen, has raised £107.35m through its placing, with INEOS Energy providing 23% of that. By Kathleen Gallagher, Investment Week, 28 July 2021 • 1 min read It expects the net proceeds of the issue to be £105.2m and the shares will be issued at 100 […]
Trustnet looks at the investment trusts that have either gone to a bigger premium or a narrower discount across June. By Rory Palmer, Reporter, Trustnet, 27 July 2021 Chrysalis Investments, Gresham House Strategic and Oakley Capital Investments were all more expensive than their long-run average in June, according to QuotedData. Investment trusts can trade at a […]
Investment trust insider on social housing – James Carthew: Time for good social housing Reits to grow One bit of good news last week was that Home Reit (HOME) is ready to expand again. The trust, which launched last October, has invested all of the £240m it raised at its flotation, plus the £60m it borrowed. […]
Freedom Day has come and gone, yet many have not left their home offices By ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY, 24 July 2021 Freedom Day has come and gone, yet many of the nation’s workers have not left their home offices. The Government is no longer instructing us to work from home if we can, […]
