Geared to growth European Opportunities Trust (EOT), the most growth-focused of its peers, has posted decent absolute (positive) returns during the last couple of years but has been held back by its strong growth focus in an environment where inflation has been more stubborn than anticipated. The associated higher interest rates tend to impact growth […]
Geared to growth European Opportunities Trust (EOT), demonstrably the most growth-focused of its peers (see page 18), has posted decent absolute returns during the last couple of years but appears to have been held back by its strong growth focus in an environment where inflation has been more stubborn than markets have anticipated. There are […]
Historic opportunity Over the past three years, the Temple Bar Investment Trust (TMPL) has delivered a share price total return of 40%, comfortably outperforming both its benchmark index and the wider UK equity income peer group. Impressively, the company is also well ahead of high-flying US indices over this period, highlighting the attractions of investing […]
Historic opportunity Over the past three years, the Temple Bar Investment Trust (TMPL) has delivered a share price total return of 40%, comfortably outperforming both its benchmark index and the wider UK equity income peer group. The company is also well ahead of high-flying US indices over this period, which, the managers note, highlights the […]
Historic opportunity Over the past three years, the Temple Bar Investment Trust (TMPL) has delivered a share price total return of 40%, comfortably outperforming both its benchmark index and the wider UK equity income peer group. Impressively, the company is also well ahead of high-flying US indices over this period, highlighting the attractions of investing […]
In this week’s show, James Carthew spoke to Katie Potts from Herald Investment Trust. If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news click here. If there is a guest speaker you’d particularly like to hear from, please email Aiman. Additionally, if you would prefer to watch […]
Conviction drives returns Having delivered impressive returns through 2023, Japanese markets have continued to rise this year, although it has not been entirely smooth sailing for the world’s third-largest economy. A tumbling currency and a 41-year high for inflation set the stage for successive interest rate hikes for the first time in almost two decades. […]
Conviction drives returns Having delivered impressive returns through 2023, Japanese markets have continued to rise this year, although the manager notes that it has not been entirely smooth sailing. A falling yen and a 41-year high for inflation set the stage for successive rate hikes for the first time in almost two decades. The second […]
Conviction drives returns Having delivered impressive returns through 2023, Japanese markets have continued to rise this year, although it has not been entirely smooth sailing for the world’s third-largest economy. A tumbling yen and a 41-year high for inflation set the stage for successive rate hikes for the first time in almost two decades. The […]
In this week’s show, James Carthew spoke to James Armstrong from Bluefield Solar Income. If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news click here If there is a guest speaker you’d particularly like to hear from, please email Aiman. Additionally, if you would prefer to watch […]
October 2024 Winners and losers in September 2024 Best performing funds in price terms (%) Harworth Group 17.0 Life Science REIT 14.7 Hammerson 12.0 Balanced Commercial Property Trust 10.2 Phoenix Spree Deutschland 8.6 PRS REIT 8.5 abrdn Property Income Trust 8.3 Target Healthcare REIT 7.9 Custodian Property Income REIT 7.6 Tritax EuroBox 7.1 Source: Bloomberg, […]
October 2024 Monthly | Investment companies Kindly sponsored by abrdn Winners and losers in September 2024 The Dow Jones and S&P 500 hit record levels over September, whilst the price of gold reached its all time high, with a 28% increase since the start of the year. Against optimism from Jerome Powell on the state […]
The UK economy grew slightly slower in Q2 than previously thought, with an expansion of 0.5% as opposed to the expected 0.6%. The Bank of England maintained its 5% interest rate in its September meeting, citing assumptions of slight rises in inflation, spurred on by higher energy prices. Despite improved stability since July’s change of […]
In this week’s show, James Carthew spoke to Richard Brown from Castelnau Group. If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news click here. If there is a guest speaker you’d particularly like to hear from, please email Aiman. Additionally, if you would prefer to watch and […]
In this week’s show, James Carthew spoke to Paul Niven from F&C Investment Trust. If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news click here. If there is a guest speaker you’d particularly like to hear from, please email Aiman. Additionally, if you would prefer […]
Please don’t go Following its recent tender offer, Gulf Investment Fund’s (GIF) future is at risk as the board is proposing a windup of the fund (a sale of the trust’s assets with the proceeds returned to shareholders after the costs of liquidating the fund have been deducted). We believe a strategy as successful and […]
Please don’t go Following its recent tender offer, Gulf Investment Fund’s (GIF) future is at risk as the board is proposing a windup of the trust. GIF has outperformed its peers and global indices over the longer-term and offers exposure that can be difficult for some investors, particularly smaller ones, to access. Because of this, […]
Please don’t go Following its recent tender offer, Gulf Investment Fund’s (GIF) future is at risk as the board is proposing a windup of the trust. We believe a strategy as successful and distinctive as GIF’s merits continuation. Details of the proposed windup measures and our opinions can be read on page 3. The GCC […]
On Friday’s show, James Carthew covered the week’s top stories and hosted a panel discussion between David Bird from Octopus Renewable Infrastructure Trust, Neil Hermon from Henderson Smaller Companies Trust, Georgina Brittain from JPMorgan UK Small Cap Growth & Income and Duncan Ball from BBGI Global Infrastructure. If you were looking for the first part […]
In a class of its own Oakley Capital Investments (OCI) delivered positive NAV growth over the first half of 2024, a period that also saw significant investment activity. OCI invests in funds managed by Oakley Capital, which in turn invest in unquoted, profitable, pan-European businesses with recurring revenues, and across four core sectors: technology, education, […]
In a class of its own Oakley Capital Investments (OCI) delivered solid NAV growth over the first half of 2024, a period that also saw significant investment activity. OCI invests in funds managed by Oakley Capital, which in turn invest in unquoted, profitable, pan-European businesses with recurring revenues, and across four core sectors: technology, education, […]
In a class of its own As we show on page 15, Oakley Capital Investments (OCI) delivered solid net asset value (NAV) growth over the first half of 2024, a period that also saw significant investment activity. OCI invests in funds managed by Oakley Capital (a list of these is in Figure 8 on page […]
A new powerhouse In recent years, we have highlighted the success of Alliance Trust’s (ATST) investment approach, which has, on average, outperformed the MSCI ACWI index over any given 12-month period (sampled weekly – see page 12). This success was an important factor in ATST’s selection as a merger partner for Witan (WTAN), another global […]
A new powerhouse In recent years, we have highlighted the success of Alliance Trust’s (ATST) investment approach, which has, on average, outperformed the MSCI All Countries World Index (MSCI ACWI) over any given 12-month period (sampled weekly – see page 12). This success was an important factor in ATST’s selection as a merger partner for […]
A new powerhouse In recent years, we have discussed the improvement in the performance of Alliance Trust since the appointment of Willis Towers Watson (WTW) as manager. With WTW’s investment approach, ATST has, on average, outperformed the MSCI ACWI index over any given 12-month period (sampled weekly – see page 12). This success has been […]
London’s finally calling Henderson High Income (HHI) may represent one of the better opportunities for income investors to capitalise on the resurgence of the UK market. Thanks, in part, to its historically wide 8.7% discount and enticing 6.3% yield, but also given that its long-term NAV returns have consistently outperformed not only the broader UK […]
London’s finally calling Henderson High Income (HHI) could offer an opportunity for income investors to capitalise on what its manager believes is the resurgence of the UK market. There is also a potential kicker from a narrowing of its historically wide 8.7% discount and, in the meantime, it has a 6.3% yield. Investors may also […]
London’s finally calling Henderson High Income (HHI) may represent one of the better opportunities for income investors to capitalise on the resurgence of the UK market. Thanks, in part, to its historically wide 8.7% share price discount to net asset value (NAV) and enticing 6.3% dividend yield, but also given that its long-term NAV returns […]
In this week’s show, James Carthew spoke to Jon Forster from Impax Environmental Markets. If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news click here. If there is a guest speaker you’d particularly like to hear from, please email Aiman. Additionally, if you would prefer […]
September 2024 Winners and losers in August 2024 Best performing funds in price terms (%) PRS REIT 15.4 Triple Point Social Housing REIT 8.4 Safestore Holdings 7.2 Residential Secure Income 6.4 Capital & Regional 5.8 Primary Health Properties 4.8 CLS Holdings 4.5 Big Yellow Group 4.3 IWG 4.2 Sirius Real Estate 3.9 Source: Bloomberg, Marten […]
