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 […]
Engines of growth: on a bargain hunt By Leonora Walters, Investors Chronicle, 12th October 2020 A key driver of the price of any listed security is sentiment so, not surprisingly, some of the investment trust sectors which have experienced the most extreme discount and premium movements this year are those about which there has been particular […]
QUARTERLY NEWSLETTER • AUTUMN 2020, Connection TURNING LIMITATIONS INTO POSITIVES By Jennifer Hill A lack of consistency across ESG ratings represents a challenge for investors – and an opportunity for active managers to add value… ESG has become a big part of the investment world, but is it more substantial than a marketing gimmick? David […]
Investment trust insider on Baillie Gifford China Growth – James Carthew: Underweight China? Here’s a close look at Baillie Gifford’s new trust Baillie Gifford is in the driving seat at what was Witan Pacific and is now Baillie Gifford China Growth Trust (BGCG). Regular readers will be aware that I think China is going to form […]
Investment trust insider on private equity – James Carthew: private equity trusts are just way too cheap I have been saying for a while that discounts on private equity trusts are too wide. When I last wrote about this in May, confidence in the sector had been hit by the pandemic. Listed share prices were already […]
ACG calls Gabelli Value Plus+ shareholder meeting as trust’s future hangs in balance Sets out three proposals Lauren Mason, Investment Week, 23 October 2020 Associated Capital Group (ACG), the firm which holds more than 25% of the beleaguered Gabelli Value Plus+ investment trust (GVP), has called a general meeting with the company’s board and its […]
