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Investment trust insider on student accommodation

Investment trust insider on student accommodation – James Carthew: DIGS drama raises my hopes for Empiric As a shareholder in Empiric Student Property (ESP), I got slightly over-excited on 2 July when GCP Student Living (DIGS) announced it had received a number of proposals from a consortium of investors including Scape Living and funds advised […]

Investment Trust Insider on Perpetual Income and Growth
A guide on how investors can protect against inflation

We share inflation-proofing ideas for equities, funds and trusts for investors looking to add protection to their portfolios. 8th July 2021 11:12 by Faith Glasgow from interactive investor After a decade largely out of the limelight, inflation is back on investors’ radars. UK consumer prices index (CPI) inflation leapt from 1.5% in April to 2.1% […]

Follow investment trust shareholder activist

Mary McDougall, Investors Chronicle, July 7, 2021 There’s an interesting tussle going on at Third Point Investors (TPOS), where manager and activist investor Daniel Loeb is facing a taste of his own medicine. Third Point Investors is an investment trust with assets worth £736m which listed on London Stock Exchange (LSEG) in 2007. It invests directly into Third Point’s largest hedge fund […]

Biotech trust Trump benefit may be shortlived
Be single minded and pick one multi-asset fund to do it all

We reveal how to choose By ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY PUBLISHED: 21:51, 3 July 2021 | UPDATED: 14:20, 4 July 2021 Multi-asset funds are designed to make life easy for investors. They purport to offer a one stop ‘mini portfolio’ so that investors don’t have to construct one themselves… HOW THE FUNDS PERFORM THROUGH THICK AND THIN  Multi-asset […]

Investment trust insider on Menhaden

Investment trust insider on Menhaden – James Carthew: Menhaden remains a fish out of water Over the almost six years since the launch of Menhaden (MNH) on 31 July 2015, it would be fair to say that I have not warmed to it. As I have freely admitted, I just did not understand what it was […]

Investment Trust Insider on Perpetual Income and Growth
Liontrust forced to abandon ESG trust IPO

Liontrust forced to abandon ESG trust IPO in firm’s ‘first set back’ in years: Failed to gain enough investor interest Kathleen Gallagher 02 July 2021 Investment Week Liontrust has abandoned the IPO of its ESG Trust, which had been pitted for 5 July, after failing to receive enough investor support, with commentators labeling the situation as […]

Biotech trusts top performance charts in February
Fidelity takes over Genesis EM trust

Fidelity will now manage £6bn in trusts Kathleen Gallagher, 01 July 2021, Investment Week Genesis Investment Management, which has run the fund for three decades, has stepped back from the trust as its investment approach “does not align well” with the board’s proposals to use derivates and leverage as well as their wish to focus […]

Biotech trusts top performance charts in February
Investment trust insider on Seraphim Space

Investment trust insider on Seraphim Space – James Carthew: investing in space has colossal potential I thought this week, following the publication of its prospectus, I would take a look at Seraphim Space Investment Trust (SSIT), the UK’s first listed space technology fund which was unveiled last month with ex-Virgin Galactic president Will Whitehorn as chair. […]

Investment Trust Insider on Perpetual Income and Growth
Hunt for alternatives is back on as yields slide

Fixed income experts analyse the opportunities away from government and corporate bonds JENNIFER HILL, 24 June 2021, Citywire Wealth Manager Magazine issue 558 A Treasury sell-off at the beginning of 2021 provided a brief hint that more historically normal yields were on their way. That has faded in recent months as prices once again neared […]

Is now the time to move on these historically cheap trusts?

Trustnet searched across the AIC sectors to find the investment trusts that are trading on a historically attractive discount compared to five years ago and that have still maintained performance. By Rory Palmer, Reporter, Trustnet 17 June 2021 Henderson EuroTrust, Miton UK Microcap and BlackRock Frontiers are just three of the investment trusts that are trading […]

Trustnet