QuotedData’s economic round up – March 2018 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 […]
Fidelity Closed end fund review – March 2018 – is a regular publication looking at Fidelity and recent developments in three of its investment trusts – Fidelity Asian Values, Fidelity Japanese Values and Fidelity Special Values. In this issue: Fidelity Asian Values (FAS) posted decent positive returns during 2017 but has continued to lag its peer […]
Fidelity Closed-End Funds Review – Marten & Co is publishing a new Fidelity Closed-End Funds review. This covers funds in the Asia-Pacific ex-japan, Japanese Smaller Companies and UK All Companies sectors. Welcome to the fifth edition of Marten & Co’s Fidelity Closed-End Funds Review – a regular publication looking at Fidelity and recent developments in three of its investment trusts – Fidelity Asian […]
QuotedData has released the 2018 edition of its highly-regarded Investment Companies Guide. Building on the success of last year’s publication and updated to reflect developments within the sector, the Guide harnesses QuotedData’s wide-ranging distribution capabilities to reach over 100,000 self-directed investors and their advisers. Two versions: In PDF 2018 Investment Companies Guide Final Version Or Accessed Via […]
John Laing Environmental Assets Group – Anaerobic diversification Unlike other listed renewable energy funds, John Laing Environmental Assets Group (JLEN) has exposure to waste and wastewater projects. A recent move into anaerobic digestion (see page 3) further differentiates it from its peer group and increases the diversification of its portfolio. The adviser likes this area […]
John Laing Environmental Assets Group – Anaerobic diversification Unlike other listed renewable energy funds, John Laing Environmental Assets Group (JLEN) has exposure to waste and wastewater projects. A recent move into anaerobic digestion (see page 3) further differentiates it from its peer group and increases the diversification of its portfolio. The adviser likes this area […]
Global Diversified Infrastructure – Does what it says on the tin! Global Diversified Infrastructure (GDIV) is a new investment trust from Gravis Capital Management. Other London-listed infrastructure funds have a strong bias towards UK-based infrastructure investments. GDIV will allow its shareholders to diversify their investment across a number of other countries and types of infrastructure […]
Global Diversified Infrastructure – Does what it says on the tin! Global Diversified Infrastructure (GDIV) is a new investment trust from Gravis Capital Management. Other London-listed infrastructure funds have a strong bias towards UK-based infrastructure investments. GDIV will allow its shareholders to diversify their investment across a number of other countries and types of infrastructure […]
Blue Capital Alternative Income – Wind blown but still standing Blue Capital Alternative Income’s (BCAI’s) net asset value declined by 24.8% during 2017 (including dividends). BCAI’s manager says that the 2017 Atlantic hurricane season, which accounts for most of the fall, was perhaps a one in 33-year event and that BCAI’s losses are in line […]
Blue Capital Alternative Income – Wind blown but still standing Blue Capital Alternative Income’s (BCAI’s) net asset value declined by 24.8% during 2017 (including dividends). BCAI’s manager says that the 2017 Atlantic hurricane season, which accounts for most of the fall, was perhaps a one in 33-year event and that BCAI’s losses are in line […]
QuotedData investment companies roundup – February 2018 – 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 2018. Kindly sponsored by Baillie Gifford. The oil price was up again over the month and this helped propel […]
QuotedData’s economic round up – February 2018 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 […]
RIT Capital Partners – Healthy absolute return with less risk RIT Capital Partners (RIT) has established a strong track record over many decades. Over the last five years, its share price total return has almost doubled and it has returned to trading at a premium. RITs investment style emphasises long-term thinking and the avoidance of permanent […]
RIT Capital Partners – Healthy absolute return with less risk RIT Capital Partners (RIT) has established a strong track record over many decades. Over the last five years, its share price total return has almost doubled and it has returned to trading at a premium. RITs investment style emphasises long-term thinking and the avoidance of […]
India Capital Growth – Moving to the main board Marten & Co has published a note on a company in the Country Specialists – Asia Pacific sector. India Capital Growth (IGC) moved to the premium listing segment of the London Stock Exchange’s main market on 24 January 2018. The board considers that this market is more appropriate […]
QuotedData has published a note on a company in the Country Specialists – Asia Pacific sector. India Capital Growth – Moving to the main board India Capital Growth (IGC) moved to the premium listing segment of the London Stock Exchange’s main market on 24 January 2018. The board considers that this market is more appropriate […]
JPMorgan Multi-Asset Trust – Long-term return objective of 6% per annum JPMorgan Multi-Asset Trust (MATE) is a new investment company that will invest across a range of different asset classes. It will aim to achieve a total return of 6% per annum, over the long term, through a combination of income and capital growth. It […]
JPMorgan Multi-Asset Trust – Long-term return objective of 6% per annum JPMorgan Multi-Asset Trust (MATE) is a new investment company that will invest across a range of different asset classes. It will aim to achieve a total return of 6% per annum, over the long term, through a combination of income and capital growth. It […]
QuotedData – 2017 review of the year – Many commentators, including us, were wary going into 2017. In the event, economic growth and markets surprised on the upside: US markets hit new highs despite three interest rate rises. Perceived low/no growth areas such as Europe and Japan burst into life. Asia’s technology stocks surged. India’s […]
Seneca Global Income & Growth – Walk the walk Marten & Co has published a note on a company in the flexible investment sector. In mid-2017, Seneca Global Income & Growth Trust’s (SIGT’s) manager set out a clear road map of how it would gradually reduce the trust’s weighting to equities over the next couple of years. […]
QuotedData has published a note on a company in the flexible investment sector. Seneca Global Income & Growth – Walk the walk In mid-2017, Seneca Global Income & Growth Trust’s (SIGT’s) manager set out a clear road map of how it would gradually reduce the trust’s weighting to equities over the next couple of years. […]
QuotedData investment companies roundup – January 2018 – 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 December 2017. Kindly sponsored by Baillie Gifford. January Investment Companies Roundup Winners and losers in December Infrastructure India’s share price […]
QuotedData’s economic round up – January 2018 – 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 […]
QuotedData investment companies roundup – December 2017 – 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 November 2017. Kindly sponsored by Baillie Gifford. December Investment Companies Roundup Money raised and returned in November There were no […]
QuotedData’s economic round up – December 2017 – 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 […]
Standard Life Private Equity – A good year; more to come? Marten & Co is publishing a new update note on a company in the private equity sector. With its recent results announcement, Standard Life Private Equity (SLPE) has posted decent returns (an NAV total return of 14.9% and share price total return of 31.9%). SLPE has benefitted […]
QuotedData is publishing a new update note on a company in the private equity sector. Standard Life Private Equity – A good year; more to come? With its recent results announcement, Standard Life Private Equity (SLPE) has posted decent returns (an NAV total return of 14.9% and share price total return of 31.9%). SLPE has […]
Herald Investment Trust – Who wants to be a billionaire? Herald, the small cap technology, communications and multimedia trust, recently passed a remarkable milestone. It has created more than £1bn for investors since it launched in 1994. Katie Potts, who has managed the fund over its entire life, points out that £98m was raised from […]
Herald Investment Trust – Who wants to be a billionaire? Herald, the small cap technology, communications and multimedia trust, recently passed a remarkable milestone. It has created more than £1bn for investors since it launched in 1994. Katie Potts, who has managed the fund over its entire life, points out that £98m was raised from […]
Premier Global Infrastructure Trust – Evolution, not revolution Premier Global Infrastructure Trust (PGIT), formerly Premier Energy & Water, has announced a change of investment emphasis within its portfolio. PGIT’s investment objectives remain unchanged (high income and long-term capital growth – see below) but fuller use is now being made of the existing authority to invest in […]
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