Moving Apart Trustnet magazine, Issue 68, December 2020 Cherry Reynard This year saw a stark divide between the winners and losers, but nowhere was this more apparent than the investment trust universe, writes Cherry Reynard This year has been a tumultuous one and the investment trust industry has reflected its highs and lows. Despite the […]
ASI could set an M&A trend in deal with investment trust specialist By Jessica Tasman-Jones, Portfolio Adviser,16 Dec 20 ‘An open-ended equivalent wouldn’t have been anywhere near as attractive’ A raft of liquidity mismatch problems faced by open-ended funds and the increasing popularity of real assets and alternatives could prompt more asset managers to follow in […]
Schroders raises £75m for social impact investment trust Just reaches minimum target David Brenchley, Investment Week, 17 December 2020 Schroders has raised £75m for its social impact investment trust run by Big Society Capital (BSC), just hitting its minimum size but taking investment company primary fundraising up to £921m for 2020. The Schroder BSC Social […]
SHAPE THE THINGS TO COME Portfolio Adviser IT Guide, 16 December 2020 James Carthew, Director QuotedData Shareholders in investment companies have a significant edge over their open-ended counterparts when it comes to seeking out ESG-oriented investments The investment world has a big role to play in shaping the future of the planet for the benefit […]
Investment trust insider on VH Global – James Carthew: a higher risk, higher return renewables fund I was pleased to see that Downing Renewables & Infrastructure Trust (DORE), which I recently wrote about, made it across the finishing line and its shares are now trading, having raised £122.5m. We have just heard though that Ecofin US […]
ASI says its real estate offering has to evolve as it snags 60% stake in Tritax By Jessica Tasman-Jones, Portfolio Adviser, 9 Dec 2020 Deal prompts questions over whether Aberdeen Standard European Logistics Income and Tritax Eurobox will merge Aberdeen Standard Investments has acquired a 60% stake in £5.1bn real estate investment trust manager Tritax as […]
Aberdeen and Tritax could consider European trust merger after strategic deal By Gavin Lumsden, Theo Andrew 09 Dec, 2020 at 12:45 Aberdeen Standard Investments has expanded its reach in the booming area of warehouses and distribution depots by buying a 60% stake in Tritax Management, manager of the Tritax Big Box (BBOX) and Tritax Eurobox (EBOX) real estate investment trusts. The move has […]
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 […]
