More to go for Polar Capital Global Financials Trust (PCFT) has been having a great run of performance and we are delighted to see it re-expanding, with over 148m shares issued since 31 October 2020. The bounce in the financials sector began with last year’s good news on vaccines. Restrictions on dividends and share buy […]
Investment Companies Monthly Roundup Kindly sponsored by Baillie Gifford and abrdn Performance October saw somewhat of a turnaround for a number of sectors with Japan funds back among the worst performers after a brief uptick during the previous month, and the commodities & natural resources sector back at the top of the best performers list […]
Investment Companies Quarterly Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments False hope? The global recovery continued over the third quarter of 2021 with many countries catching up on their respective vaccination programmes, such as Japan, and others rebuilding their economies after deadly outbreaks as seen in India. The pace of the rebound triggered […]
Investment Companies Monthly Roundup Kindly sponsored by Baillie Gifford and abrdn Performance The pandemic recovery continued in September with certain countries catching up on their vaccination programmes, such as Japan, which after a few rough months made gains and took two of the top spots for the best performing sectors. Meanwhile, the UK Equity & […]
Proving its mettle We previously acknowledged the argument that, throughout 2020, private equity funds like Standard Life Private Equity (SLPE) were being unfairly penalised by the market with wide discounts to NAV. This gained further weight once it became clearer, from the middle of 2020 onwards, that distributions were likely to be good, and relatively […]
Proving its mettle We held the view throughout 2020 that private equity funds like Standard Life Private Equity (SLPE) were being unfairly penalised by the market with wide discounts to net asset value (NAV). This was especially true once it became clearer, from the middle of 2020 onwards, that distributions were likely to be good, […]
Proving its mettle We held the view throughout 2020 that private equity funds like Standard Life Private Equity (SLPE) were being unfairly penalised by the market with wide discounts to NAV. This was especially true once it became clearer, from the middle of 2020 onwards, that distributions were likely to be good, and relatively few […]
Investment Companies Monthly Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Performance While inflation concerns remain, they are accompanied by the idea that the global recovery is well underway, with the return of company dividend payouts and an uptick in deal activity. It is therefore perhaps no surprise to see private equity and smaller […]
Investment Companies Monthly Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Performance Inflation is still very much on investors’ minds at the moment, though views appear divided on whether it’s coming and what the impact might be. But even the bearish can’t help but feel a bit more optimistic after the misery of this […]
Great results from BMO Managed Portfolio – over the year ended 31 May 2021, BMO Managed Portfolio’s growth and income pools both beat the UK market. The Income pool delivered an NAV return of 29.0%, beating the UK market by 5.9% and the Growth pool returned 32.5%, beating the UK market by 9.4%. The dividend […]
