Investment Companies Quarterly Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Finally on the mend Global equity markets finally appear to be recovering after almost 18 months of extreme volatility and uncertainty. On average, even the losses on those funds in negative territory this quarter were muted by comparison with last year. UK assets […]
Revenue reserves save BMO Global Smaller Companies’ dividend track record – BMO Global Smaller Companies (BGSC) has announced its full-year results for the year ended 30 April 2021. The trust saw its NAV rise from 119.70p to 174.90p though the return of 47.9% was below its benchmark return of 54.1%. Meanwhile its share price total […]
Investment Companies Monthly Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Performance The question that many an investor has been thinking about for the past decade or so – whether/when the tech bubble is going to burst again – is probably being voiced louder than ever now. The sector and trusts exposed to it […]
Acorn Income (AIF) has concluded its strategic review and, having received strong interest from a number of managers, has proposed to recommend the appointment of BMO Global Asset Management (BMO) as its manager, and the adoption of a new investment objective and policy. The strategic review had been announced on 21 April, and you can access […]
Investment Companies Monthly Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Performance It was another strong month for commodity funds, which have led the way in market return terms so far this year (see the appendix section for a breakdown of how all the sectors have performed this year). Gold had a strong month, following […]
Investment Companies Quarterly Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments £2.9bn of net new capital raised It felt as though the rotation from ‘growth’ to ‘value’ that began last November picked up momentum towards the end of the first quarter. UK equity and property assets had a strong start to the year. Some […]
Investment Companies Monthly Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Research published over March Aberdeen Emerging Markets Investment Company – Cautiously optimistic “Aberdeen Emerging Markets Investment Company’s (AEMC’s) managers, Andrew Lister and Bernard Moody, note investors’ new-found enthusiasm for emerging markets, now that they have been outperforming for a while. Their long experience […]
BMO Private Equity Trust (BPET) has announced its annual results for the year ended 31 December 2020, which show that its performance came good in the fourth quarter of the year. During 2020, BPET provided an NAV total return of 22.7% for the Ordinary Shares, which was way ahead of its share price total return […]
Is it time for investors to get excited about UK equities? With little exposure to the traditional UK mega-caps and holdings as diverse as brick manufacturers and music royalty stocks, the portfolio of BMO Capital and Income Investment Trust is different to many of its peers. Manager Julian Cane outlines stocks and sectors that are […]
Investment Companies Monthly Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Performance January’s median total share price return from investment companies was (0.2%) (the average was 0.6%), which compares with 4.4% in December 2020. The continued allure of the private companies accessible via the growth capital sector was evident as the year began for […]
