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Jupiter Emerging & Frontier Income – Income objective exceeded
Jupiter Emerging & Frontier Income - Income objective exceeded

Jupiter Emerging & Frontier Income – Income objective exceeded Jupiter Emerging & Frontier Income (JEFI) has outperformed the average of competing listed emerging markets funds since launch (see page 14). In 2018, JEFI’s exposure to smaller and medium-sized companies and frontier markets acted as a drag on performance, relative to the MSCI Emerging Markets Index […]

Jupiter Emerging & Frontier Income – Income objective exceeded
Jupiter Emerging & Frontier Income - Income objective exceeded

Jupiter Emerging & Frontier Income (JEFI) has outperformed its peer group average since launch. In 2018, JEFI’s exposure to smaller and medium-sized companies and frontier markets acted as a drag on performance, relative to the MSCI Emerging Markets Index. With US rate hikes no longer on the table for 2019, investors’ interest in emerging and […]

Quarterly Investment Companies Roundup – First Quarter 2019
Quarterly Investment Companies Roundup – First Quarter 2019

Quarterly Investment Companies Roundup – First Quarter 2019  QuotedData news Through the first quarter of 2019, global equities largely clawed back the losses suffered over the final weeks of 2018. How much longer this ten-year bull market can sustain itself is the subject of much debate. US interest rate rises have stalled, reflecting growing cautiousness. Elsewhere, […]

Ecofin Global Utilities and Infrastructure Trust – Unrecognised outperformance
Ecofin Global Utilities and Infrastructure Trust - Unrecognised outperformance

Year-to-date, Ecofin Global Utilities and Infrastructure Trust (EGL)’s manager, Jean-Hugues de Lamaze, has successfully avoided the fall-out from the bankruptcy of Californian utility PG&E, and the trust’s NAV performance has been very strong (a total return of 10.9% to the end of March 2019), outperforming both the MSCI World Utilities and S&P Global Infrastructure Indices. Given this, […]

Ecofin Global Utilities and Infrastructure Trust – Unrecognised outperformance
Ecofin Global Utilities and Infrastructure Trust - Unrecognised outperformance

 Ecofin Global Utilities and Infrastructure Trust – Unrecognised outperformance Year-to-date, Ecofin Global Utilities and Infrastructure Trust (EGL)’s manager, Jean-Hugues de Lamaze, has avoided the fall-out from the bankruptcy of Californian utility Pacific Gas & Electric (see page 4), and the trust’s NAV performance has been strong (a total return of 10.9% to the end of March 2019), […]

QuotedData’s economic roundup – April 2019

Kindly sponsored by Polar Capital Economic & Political Roundup 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 […]

QuotedData’s investment companies roundup – April 2019
QuotedData’s investment companies roundup – April 2019

QuotedData’s investment companies roundup – April 2019 is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of March 2019. Kindly sponsored by Baillie Gifford. JPMorgan Indian, India Capital Growth, Aberdeen New India and Ashoka India Equity Investment […]

Henderson Diversified Income Trust – Death rattle for bull market
Henderson Diversified Income Trust - Death rattle for bull market

Henderson Diversified Income Trust – Death rattle for bull market After a serious wobble in the last few months of 2018, the resurgence in markets that we have seen in 2019 may be the death-rattle of what is now a 10-year bull market. The managers of Henderson Diversified Income (HDIV) have been warning that markets […]

Henderson Diversified Income Trust – Death rattle for bull market
Henderson Diversified Income Trust - Death rattle for bull market

After a serious wobble in Q4 2018, the resurgence in markets that we have seen in 2019 may be the death-rattle of what is now a 10-year bull market. The managers of Henderson Diversified Income (HDIV) have been warning that markets are heading for falls as the economic cycle turns, and that we are likely […]

Premier Global Infrastructure Trust – Quick out of the blocks in 2019
Premier Global Infrastructure Trust - Quick out of the blocks in 2019

With a cloud hanging over emerging markets, and adverse sentiment overriding strong micro-economic fundamentals, Premier Global Infrastructure Trust (PGIT) had a testing 2018. However, in the first two months of 2019 it has made an excellent start. Aided by its geared capital structure, PGIT has returned 20.6% in NAV total return terms, closely matched by its […]

Premier Global Infrastructure Trust – Quick out of the blocks in 2019
Premier Global Infrastructure Trust - Quick out of the blocks in 2019

With a cloud hanging over emerging markets, and adverse sentiment overriding strong micro-economic fundamentals, Premier Global Infrastructure Trust (PGIT) had a testing 2018. However, it has made an excellent start in 2019. In the first two months of the year, aided by the gearing provided by its zero dividend preference shares, PGIT has made 20.6% […]

QuotedData’s economic roundup – March 2019
QuotedData’s economic roundup – March 2019

QuotedData’s economic roundup – March 2019 is 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 sell […]

QuotedData’s investment companies roundup – March 2019
QuotedData’s investment companies roundup – March 2019

QuotedData’s investment companies roundup – March 2019 is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of February 2019. Kindly sponsored by Baillie Gifford. JPMorgan Chinese, Fidelity China and Pacific Horizon benefited from a booming Chinese market in […]

Sareum Holdings – Key ‘737 data coming up
Sareum Holdings - TYKing the boxes

Sareum’s investment case stands on two pillars: the development by licensee Sierra Oncology of the Chk1 inhibitor, SRA737; and the development and potential licensing of internally-generated TYK2 candidates for autoimmune disease and cancer. This year should see the first clinical data on SRA737, as well as further data from preclinical studies, that may support a […]

Sareum Holdings – Key ‘737 data coming up
Sareum Holdings - TYKing the boxes

Sareum’s investment case stands on two pillars: the development by licensee Sierra Oncology of the Chk1 inhibitor, SRA737; and the development and potential licensing of internally-generated TYK2 candidates for autoimmune disease and cancer. This year should see the first clinical data on SRA737, as well as further data from preclinical studies, that may support a […]

Geiger Counter – Nuclear exposure
Geiger Counter Limited GCL Nuclear Reactor Nuclear Exposure

Geiger Counter (GCL’s) managers see the potential for further recovery in the uranium price, as more reactors come on line (particularly in China and India, where governments are keen to reduce CO2 emissions) while major producers hold off from reactivating mothballed mines. This should help broaden the recovery in uranium stocks beyond just the majors, […]

Geiger Counter – Nuclear exposure
Geiger Counter Limited GCL Nuclear Reactor Nuclear Exposure

Geiger Counter (GCL’s) managers see the potential for further recovery in the uranium price, as more nuclear reactors come on line (particularly in China and India, where governments are keen to reduce carbon-dioxide emissions) while major producers hold off from reactivating mothballed mines (a low uranium price has seen a lot of uranium mining capacity […]

John Laing Environmental Assets Group – Life extensions to boost NAV?
John Laing Environmental Assets Group - Life extensions to boost NAV?

John Laing Environmental Assets Group – Life extensions to boost NAV? John Laing Environmental Assets Group (JLEN) says its NAV per share at the end of December 2018 was 102.8p, up 2.4p over three months. The dividend remains on-track to match the target of 6.51p for the year. Revenue generation was on budget, reflecting above-budget […]

John Laing Environmental Assets Group – Life extensions to boost NAV?
John Laing Environmental Assets Group - Life extensions to boost NAV?

John Laing Environmental Assets Group – Life extensions to boost NAV? John Laing Environmental Assets Group (JLEN) says its NAV per share at the end of December 2018 was 102.8p, up 2.4p over three months. The quarterly dividend payments remain on-track to match the target of 6.51p for the year. The company’s revenue generation was […]

Aberdeen Standard European Logistics Income – Poised to expand?
Aberdeen Standard European Logistics Income - Poised to expand?

Aberdeen Standard European Logistics Income – Poised to expand? Aberdeen Standard European Logistics Income (ASLI) has built a portfolio of 10 assets, deployed all the money it raised at IPO and has declared dividends totalling 3p per share in respect of its first accounting period (in-line with its target). Borrowing facilities are being arranged that […]

Aberdeen Standard European Logistics Income – Poised to expand?
Aberdeen Standard European Logistics Income - Poised to expand?

Aberdeen Standard European Logistics Income – Poised to expand? Aberdeen Standard European Logistics Income (ASLI) has built a portfolio of 10 assets, invested all the money it raised at IPO and has declared dividends totalling 3p per share in respect of its first accounting period (in-line with its target). Borrowing facilities are being arranged that […]

Montanaro European Smaller Companies Trust – Quality businesses at sensible prices
Montanaro European Smaller Companies Trust - Quality businesses at sensible price

Montanaro European Smaller Companies Trust – Quality businesses at sensible prices Montanaro European Smaller Companies Trust (MTE) is an investment trust that has a focused portfolio of growing companies selected for the quality of their business franchise, management, earnings and corporate structure. Over time, this emphasis on quality has stood it in good stead, especially […]

Montanaro European Smaller Companies Trust – Quality businesses at sensible prices
Montanaro European Smaller Companies Trust - Quality businesses at sensible price

Montanaro European Smaller Companies Trust – Quality businesses at sensible prices Montanaro European Smaller Companies Trust (MTE) has a focused portfolio of growing companies selected for the quality of their business franchise, management, earnings and corporate structure. This emphasis on quality has stood it in good stead as investors have become increasingly nervous. The result […]

International Biotechnology trust – Beating the odds
International Biotechnology benefits from narrowing discount

Strategic positioning in mid-2018 helped International Biotechnology Trust (IBT) beat its benchmark over the past six months and close its discount to net asset value (NAV). This continued its outperformance of the US Nasdaq Biotechnology Index (NBI) over three and five years. Active management of the portfolio and an increased focus on larger mid-caps played […]

International Biotechnology Trust – Beating the odds
International Biotechnology benefits from narrowing discount

Strategic positioning in mid-2018 helped International Biotechnology Trust (IBT) beat its benchmark over the past six months and close its discount to NAV. This continued its outperformance of the US Nasdaq Biotechnology Index (NBI) over three and five years. Active management of the portfolio and an increased focus on larger mid-caps played out well in […]

US Solar Fund – Making hay – IPO
US Solar Fund - Making hay

US Solar Fund – Making hay US Solar Fund Plc (USF) is a newly established closed end investment company that is focused on the large and growing solar market in the US. It invests in utility scale solar farms and sells the electricity generated to creditworthy counterparties through long-term power purchase agreements (PPAs). From 31 […]

US Solar Fund – Making hay – IPO
US Solar Fund - Making hay

US Solar Fund – Making hay US Solar Fund Plc (USF) is a newly established closed end investment company that is focused on the large and growing solar market in the US. It invests in utility scale solar farms and sells the electricity generated to creditworthy counterparties through long-term power purchase agreements (PPAs). From 31 […]

QuotedData’s economic roundup – February 2019

QuotedData’s economic roundup – February 2019 is 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 sell […]

QuotedData’s investment companies roundup – February 2019

QuotedData’s investment companies roundup – February 2019 is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of January 2019. Kindly sponsored by Baillie Gifford. December’s sharp sell-off in technology and growth stocks reversed somewhat in January. This was […]

Civitas Social Housing – Regulatory action is positive
Civitas Social Housing - Regulatory action is positive

Civitas Social Housing – Regulatory action is positive Civitas Social Housing (CSH) has met its dividend targets, grown its NAV and invested over £674m into 557 properties (housing almost 3,750 tenants) since its launch in November 2016. It has now merged its C share and ordinary share portfolios and is focused on making best use […]

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