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AVI Global Trust – Double discount on quality-focused portfolio

Double-discount on quality-focused portfolio AVI Global Trust (AGT) offers a genuinely different investment approach to those of competing trusts. It also has a good track record of beating its performance benchmark. The manager believes that some well-timed trades and a willingness to look through the current COVID-19 disruption affecting some businesses have helped drive strong […]

AVI Global Trust – Double discount on quality-focused portfolio

Double discount on quality-focused portfolio AVI Global Trust (AGT) offers a genuinely different investment approach to those of competing trusts. It also has a good track record of beating its performance benchmark. Some well-timed trades and a willingness to look through the current COVID-19 disruption affecting some businesses have helped drive strong performance from AGT […]

AVI Global Trust – Double discount on quality-focused portfolio

Double discount on quality-focused portfolio AVI Global Trust (AGT) offers a genuinely different investment approach to those of competing trusts in the AIC’s global sector. It also has a good track record of beating its performance benchmark, the MSCI All Countries World ex the United States Index, with dividends reinvested and translated back into pounds. […]

Interview with Adam Khanbhai from Strategic Equity Capital

In this week’s show, James Carthew talked to Adam Khanbhai from Strategic Equity Capital. Watch it again here If you were looking for QuotedData’s roundup of the week’s news, this is now in the news section – just click here If there is a guest speaker you’d particularly like to hear from, please email us – research@quoteddata.com. The […]

QuotedData’s Real Estate Annual Review – 2020
Regent Street COVID-19. Credit: Kwh1050

Real Estate Annual Review Kindly sponsored by Aberdeen Standard Investments Riding out the COVID rollercoaster The 2020 rollercoaster saw more downs than ups and at times felt like a pandemic induced freefall. Lockdowns, tiers and plenty of U-turns meant investing in property was not for the faint hearted. Positivity returned at the end of the […]

QuotedData’s Investment Companies Annual Review – 2020

Investment Companies Annual Review 2020 Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments In this issue State of play at the end of 2020 Performance Money in and out Significant rating changes Major news and views from 2020 Outlook for 2021 Investment company notes published in 2020 Legal A year that changed the world It […]

Pacific Horizon – Powered by technology

Pacific Horizon (PHI) generated a sizeable uplift in its NAV over the course of 2020. This appears to reflect its focus on growth, and technology and biotech stocks in particular. These performed well as the world attempted to adjust to life under the pandemic, thereby accelerating a number of structural trends. PHI provided an NAV […]

Pacific Horizon – Powered by technology

Pacific Horizon (PHI) generated a very impressive uplift in its NAV over the course of 2020. This reflects its focus on growth, and technology and biotech stocks in particular. These performed well as we attempted to adjust to life under the pandemic, thereby accelerating a number of structural trends. PHI provided an NAV total return […]

Pacific Horizon – Powered by technology

Pacific Horizon (PHI) generated a very impressive uplift in its NAV over the course of 2020. This reflects its focus on growth, and technology and biotechnology stocks in particular. These performed well as we attempted to adjust to life under the pandemic, thereby accelerating a number of structural trends. PHI provided an NAV total return […]

Interview with James Robson of RM Secured Direct Lending

In this week’s show, James Carthew talked to James Robson of RM Secured Direct Lending. Watch it again here If you were looking for QuotedData’s roundup of the week’s news, this is now in the news section – just click here If there is a guest speaker you’d particularly like to hear from, please email us – […]

QuotedData’s Real Estate Roundup – January 2021

Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data December’s biggest movers in price terms are shown in the chart below. The boost of coming out of the second national lockdown in early December was short lived as Christmas was cancelled for most of the UK with COVID-19 cases spiking. It did little […]

QuotedData’s Investment Companies Roundup – January 2021

Investment Companies Monthly Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments [QD revision: We have amended an error in the original version of the roundup, published on 14 January. The table displaying December’s worst performers in total return NAV terms, using figures sourced from Morningstar, incorrectly listed Augmentum Fintech’s return as (4.1%). Augmentum’s last […]

QuotedData’s Economic Roundup – January 2021

Economic and Political Monthly Roundup Kindly sponsored by Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or […]

GCP Infrastructure Fund – High yield on rebased dividend

High yield on rebased dividend Whilst falling power price forecasts (the product of a range of factors, including lower gas prices and reduced demand) have weighed on GCP’s NAV in recent quarters, the good news on vaccines may provide some relief. QuotedData’s last note discussed the rationale for GCP’s rebased 7p annual dividend. Even after […]

GCP Infrastructure Fund – Compelling yield

Compelling yield Whilst falling power price forecasts (the product of a range of factors, including lower gas prices and reduced demand) have weighed on GCP’s NAV in recent quarters, the good news on vaccines should provide some relief. We explained the rationale for GCP’s rebased 7p annual dividend in our last note. We would note […]

GCP Infrastructure Fund – Compelling yield

Compelling yield Falling power price forecasts (the product of a range of factors, including lower gas prices and reduced demand, as we explain on page 10) have weighed on GCP’s NAV in recent quarters. However, the good news on vaccines should provide some relief. We explained the rationale for GCP’s rebased 7p annual dividend in […]

QuotedData’s Investment Trust news show – 2020 round-up

QuotedData’s weekly news show 8 January 2020. Thank you to everyone that listened in today, whether you watched the Zoom live, on Facebook or on Youtube. In this week’s show, James Carthew was joined by Andrew McHattie for a round up of the investment trust sector in 2020: Watch it again here – Part 1 […]

Henderson Diversified Income Trust – Grounds for optimism?

Grounds for optimism? Last year, as COVID-19-related panic took hold of markets, Henderson Diversified Income’s (HDIV’s) managers geared up to pick up some bargains and lock in an attractive revenue stream. The discovery of a number of vaccines for COVID-19 has since injected hope into markets and triggered a sharp recovery in stock and bond […]

Henderson Diversified Income Trust – Grounds for optimism

Grounds for optimism Last year, as COVID-19-related panic took hold of markets, Henderson Diversified Income’s (HDIV’s) managers increased HDIV’s exposure to the market by borrowing money to invest and increasing the trust’s holdings of credit derivatives (see page 8 for an explanation). This enabled the trust to pick up some bargains and lock in an […]

Henderson Diversified Income Trust – Grounds for optimism

Grounds for optimism Last year, as COVID-19-related panic took hold of markets, Henderson Diversified Income’s (HDIV’s) managers geared up to pick up some bargains and lock in an attractive revenue stream. The discovery of a number of vaccines for COVID-19 has since injected hope into markets and triggered a sharp recovery in stock and bond […]

QuotedData’s Real Estate Roundup – December 2020

Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data November’s biggest movers in price terms are shown in the chart below. The eagerly awaited news of a successful vaccine candidate came at the start of November, boosting the stock market. Property companies that had seen their share price battered over the past eight […]

QuotedData’s Investment Companies Roundup – December 2020

December 2020 Monthly roundup  | Investment companies Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Winners and losers in November November’s median total share price return from investment companies was 9.2% (the average was 9.9%), which compares with 0.3% last month. Over the year-to-date, median returns are down by (1.7%). Please refer to the […]

QuotedData’s Economic Roundup – December 2020

Economic and Political Monthly Roundup Kindly sponsored by Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or […]

Aberdeen Standard European Logistics Income – Expansion on the radar

Expansion on the radar As Aberdeen Standard European Logistics Income (ASLI) marks its third anniversary since launch, it has recorded a NAV total return over the period of 16.5% and a share price total return of 22.5%. The COVID-19 pandemic has only served to reinforce the strong characteristics of the European logistics sector, where a […]

Aberdeen Standard European Logistics Income – Expansion on the radar

Expansion on the radar As Aberdeen Standard European Logistics Income (ASLI) marks its third anniversary since launch, it has recorded a NAV total return over the period of 16.5% and a share price total return of 22.5%. The COVID-19 pandemic has only served to reinforce the strong characteristics of the European logistics sector, where a […]

Aberdeen Standard European Logistics Income – Expansion on the radar

Expansion on the radar As Aberdeen Standard European Logistics Income (ASLI) marks its third anniversary since launch, it has recorded a net asset value (NAV) total return over the period of 16.5% and a share price total return of 22.5%. The COVID-19 pandemic has only served to reinforce the strong characteristics of the European logistics […]

Ecofin Global Utilities and Infrastructure Trust – A wealth of opportunities

Ecofin Global Utilities and Infrastructure Trust (EGL) has come through the crisis well (its NAV total return is 12.1% YTD to the end of November, outpacing the MSCI World’s 10.9%). Investors appear to increasingly appreciate its proposition (earnings and cash flow growth in sectors with sound growth prospects and a dividend target of 4% of […]

Ecofin Global Utilities and Infrastructure Trust – A wealth of opportunities

Ecofin Global Utilities and Infrastructure Trust (EGL) has come through the crisis well (its NAV total return is 12.1% YTD to the end of November, outpacing the MSCI World’s 10.9%). Investors increasingly appreciate its proposition (earnings and cash flow growth in sectors with sound growth prospects and a dividend target of 4% of NAV) and […]

Ecofin Global Utilities and Infrastructure Trust – A wealth of opportunities

Ecofin Global Utilities and Infrastructure Trust (EGL) has come through the crisis well (its NAV total return for 2020 – to the end of November – is 12.1%, outpacing the MSCI World’s Index’s return of 10.9%). Investors increasingly appreciate its proposition (earnings and cash flow growth in sectors with sound growth prospects and a dividend […]

India Capital Growth – A win-win scenario

A win-win scenario India, the world’s fifth-largest economy, has rebounded very strongly as COVID-related restrictions have eased; a fact that Gaurav Narain, India Capital Growth’s (IGC’s) investment adviser, believes has caught many observers by surprise. The key indicators suggest further recovery from here. India’s purchasing managers index (PMI) was 56.3 for November – a number […]

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