Investment trust insider on Murray International – James Carthew: the challenge for Murray International investors Murray International (MYI) is the largest of the global equity income trusts with a market value of £1.2bn, and the highest yielding at 5.5% compared to its AIC Global Equity Income sector average of 4.3%. However, its long-term returns are […]
Investment trust insider on new and newish funds – James Carthew: Let’s hope new trusts are more open than recent launches After a long hiatus, the flotation window appears to be opening up. I thought this week I would have a look to see how the last crop of investment company launches – Nippon Active Value […]
FUND FOCUS The lowdown on Henderson Diversified Income Trust Sunday September 06 2020, 12.01am, The Sunday Times, Mark Atherton What it is A £167.4 million trust that invests in bonds — IOUs issued by governments and companies. The trust’s yield is 4.9 per cent and the annual fee is 0.9 per cent. What it invests […]
Investment trust insider on the changing face of investment trust investors – James Carthew: trusts can thrive without wealth managers A few years ago, we started to come across ‘gatekeepers’ at the larger wealth managers who announced their firms would no longer use investment companies below a certain market capitalisation. These size thresholds have risen steadily […]
First post-Covid-19 investment trust launches could shake up their fledgling asset classes David Brenchley, Investment Week 28 August 2020 Triple Point to IPO energy efficiency trust The post-Covid-19 investment trust IPO market is set to come alive, with competition for two current ‘sole players’ set to shake up their respective sectors. Triple Point Investment […]
The US tech fund that is still aiming for 20% returns: ALLIANZ TECHNOLOGY investment trust By JEFF PRESTRIDGE, FINANCIAL MAIL ON SUNDAY PUBLISHED: 21:51, 22 August 2020 | UPDATED: 08:00, 24 August 202 Walter Price is confident that he can keep delivering stellar returns for those invested in the investment trust he runs – the £981million Allianz Technology, listed on […]
Small stocks could help you sail through the increasingly choppy waters of investments opportunities By ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY PUBLISHED: 22:00, 15 August 2020 | UPDATED: 12:41, 16 August 2020 Some say small is beautiful, but if you have ever been on a yacht in a big storm, you will know it can be stomach-churning as well. That […]
How to survive the dividend drought: Covid sent payouts plummeting in the second quarter… but relief may finally be at hand By ANNE ASHWORTH FOR THE DAILY MAIL PUBLISHED: 21:51, 14 August 2020 | UPDATED: 08:43, 15 August 2020 If you are one of the many investors who need an income, prepare for a little good news. A few big […]
Property trusts and funds remain under the cosh by Hannah Smith from interactive investor | 14th August 2020 11:39 Property trusts took a big hit from Covid-19 during the second quarter as non-paying commercial tenants caused dividend cuts and falling net asset values (NAVs). Investment trust analyst Winterflood said in a note that rent collection has affected the dividend policies […]
Surviving the investment trust shake-up By Dave Baxter Investors Chronicle, 7 Aug 2020 A ‘Darwinian’ process of corporate action and shareholder scrutiny has long prevented the UK’s investment trust universe from getting bloated. The sector consisted of just 395 closed-ended funds at the end of June, according to Association of Investment Companies (AIC) data. By contrast, UK […]
