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Investors looking forward to a period of calm in 2017 might be disappointed, but David Prosser has the trusts experts are backing to navigate further storms.  Having just been through a year of unprecedented political upheaval that sent financial markets spinning, many investors will be assuming 2017 cannot possibly be so tumultuous. The reality, however, […]

17 Oct 2016

From $5 to $1.22 the 200 year journey of the pound against the dollar

One of the most dramatic movements in the financial world following the EU referendum was the fall of the pound. the pound-dollar exchange rate fell from a pre-referendum level of around $1.49 to a rate today of around $1.22. In the short-term that has been good news for investors with…. you can read the rest […]

09 Jun 2016

Funds versus trusts: what do they cost?

Investment companies were put on a more equal footing with open-ended funds following implementation of the Retail Distribution Review (RDR) in 2013, which phased out commission paid by fund groups to financial advisers for product purchases. Historically, it had been less attractive for financial advisers to recommend investment trusts because they did not pay commission […]

10 May 2016

Revealed: The investment trust winners and laggards in April

The recent recovery in the mining sector extended into April, with commodity trusts among the best performers for the month, according to QuotedData’s latest report. http://www.investmentweek.co.uk

12 Jan 2016

The smoother ride of a multi-asset approach

When buying investment companies, usually the risks and rewards come primarily from investing in a single asset class, and most investment companies invest in equities. However, some employ what is called a multi-asset approach, which involves making investments in a range of different asset classes in addition to equities, such as fixed income, property and […]

01 Dec 2015

Generating returns in volatile times

Stock market ups and downs can worry investors and can create a barrier to investing by causing an increased fear of poor performance. Given this natural state of mind, it is useful for investors to revisit strategies that can be used to provide extra protection in uncertain times. See more at http://whichinvestmenttrust.com/generating-returns-in-volatile-times/

26 Nov 2015

Cayenne election results are in!

The Cayenne Trust has announced the results of its rollover elections. F&C Managed Portfolio Trust was the rollover vehicle offered. 2,4787,999 Cayenne shares have elected to rollover into F&C Managed Portfolio Income shares, 1,751,028 Cayenne shares have elected to rollover into F&C Managed Portfolio Growth shares, whilst 15,153,737 Cayenne shares have opted for the cash […]

30 Oct 2015

Cayenne publishes reconstruction / winding up proposals

The Cayenne Trust has published its reconstruction / winding up proposals – fleshing out the ideas announced in mid-September. Under the Proposals, shareholders are entitled to roll over their investment in the Company into F&C Managed Portfolio Trust choosing either the Income portfolio, Growth portfolio or both. The other option is to elect for cash […]

23 Sep 2015

Cayenne Trust CULS conversion facilitates a speedier return of capital

The Cayenne Trust has released its interim results for the six-months ended 31 July 2015 during which its NAV per share increased by 1.6% (4.2% on a fully diluted basis). In comparison, the FTSE All Share Equity Investment Instruments Index increased by 3.39% during the period. A dividend of 3.8p was paid on 21st August. […]

15 Sep 2015

Cayenne rollover into F&C Managed Portfolio

The board of directors (the “Board”) of The Cayenne Trust plc (the “Company”) announced on 3 August 2015 its intention to bring forward the Company’s liquidation and identify a rollover option for shareholders. The Company received a number of proposals and, after due consideration, the Board is pleased to announce that it has agreed terms with F&C Managed […]

27 Aug 2015

Feast on dividends

https://www.sharesmagazine.co.uk/articles/feast-on-dividends We explore what’s on the menu for investors wanting to earn a tasty income via stocks, funds and ETFs Bank of England governor Mark Carney’s hint earlier that interest rates could start rising by the ‘turn of the year’ is unlikely to dampen the attraction of equities as a core source of income for […]

13 Aug 2015

Fondul underperforms on oil price and widening discount

Fondul Proprietatea has published interim results covering the six months ended 30 June 2015, its first since listing in London in April. Over this period the total return on net assets was 1.9% but the discount widened from 26.1% to 32.9% and this meant the return to shareholders was -5.8%. Romania underperformed most markets in […]

24 Apr 2015
03 Mar 2015

Information not advice or a hard sell

QuotedData, explains why this research resource was set up, and how it can help investors. The objective here is to provide research that is “clear, concise and understandable”, and QuotedData offers basic information for those new to investing, as well as more advanced coverage of the sector for seasoned investors. http://www.theaic.co.uk/aic/news/commentary/information-not-advice-or-a-hard-sell?dm_i=OVU,37U6V,7IMTJG,BISUD,1  

18 Feb 2015

The Cayenne Trust to wind up

As James Hart, one of the investment team working on The Cayenne Trust, departs for Witan (see separate story) and Len Gayler, the fund’s chief executive, decides he’d like to relinquish responsibility for the fund in 2016, The Board of The Cayenne Trust has decided that the best course of action is to plan to […]

29 Apr 2014

The Cayenne Trust : TCT – annual results

The Cayenne Trust has posted its figures for the year ended 31 January 2014. The Cayenne Trust generated a net asset value total return of 13.6% for the year – 3.6% more than the return on the FTSE Equity Investments Instruments Index.

20 Jan 2014

JP Morgan Income & Growth : JIGI – change of manager

JP Morgan Income & Growth has announced that its manager Neil Nuttall is leaving JP Morgan and so is giving up his job as manager of JIGI. The Board has agreed with JP Morgan that the management of the fund will pass to James Elliot and Katy Thorneycroft.  

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