On the rebound Seneca Global Income & Growth Trust’s (SIGT’s) UK-biased value style and mid-cap exposure suffered heavily during the first quarter of 2020 as markets collapsed – its NAV fell by some 30.4%. However, the manager used the rout to take advantage of deep value opportunities (increasing exposure to UK equities, for example) and […]
Share price out of sync? Private equity fund of funds, like Standard Life Private Equity (SLPE), have been on the periphery of the recovery in risk assets. Investors have attempted to anticipate the COVID-19 impact on NAV), given the lag in valuing unlisted companies, but have failed to reflect the rebound in markets. With its […]
Share price out of sync? Private equity fund of funds, like Standard Life Private Equity (SLPE), have been on the periphery of the recovery in global stocks. Investors have attempted to anticipate the COVID-19 impact on net asset value (NAV), given the lag in valuing private companies, but have failed to reflect the rebound in […]
Investment Companies Quarterly Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Table of contents In this issue Performance data Positive movers Negative movers Discounts and premiums Getting more expensive Getting cheaper Money in and out Money in Money out Major news stories Upcoming Events New research Guide The legal bit When the going gets […]
Investment Companies Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Table of contents New research Performance data Discounts and premiums Money in and out Major news stories Income Events Guide Appendix – Performance by sector full list New research Here is a list of research we published over June: CQS New City High Yield – […]
Investment Companies Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Table of contents New research In this issue Performance data Discounts and premiums Money in and out Major news stories Income Events Guide Appendix – Performance by sector full list New research Here is a list of research we published over May: GCP Infrastructure – […]
BMO UK High Income (BHI) reported annual results to 31 March 2020, this morning. Performance highlights include: Total distributions increased by 3.4% to 5.21p per share compared to the prior year. Distribution yield of 7.5% on ordinary shares and 7.7% on B shares at 31 March 2020, compared to the yield on the FTSE all-share index […]
Investment Companies Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Table of contents New research In this issue Performance data Discounts and premiums Money in and out Major news stories Income Events Guide Appendix – Performance by sector full list New research Here is a list of research we published over April: An update note […]
Triple whammy but standing by the dividend The outbreak of covid-19 has taken the wind out of global markets and Seneca Global Income & Growth Trust (SIGT) has not been immune to this; its NAV has fallen 30.4% during the first quarter of 2020 (23.6% in March – all in total return terms). It has […]
Triple whammy but standing by the dividend The outbreak of covid-19 has taken the wind out of global markets and Seneca Global Income & Growth Trust (SIGT) has not been immune to this; its net asset value (NAV) has fallen 30.4% during the first quarter of 2020 (23.6% in March – all in total return […]
