JPMorgan Core Real Assets (JARA) has released annual results for its financial year end 28 February 2023. Over the 12 month period JARA reported a NAV total return of 11.6% and share price total return of 7.0%. A major factor in driving JARA’s positive performance was its unhedged currency exposure, particularly its large exposure to […]
abrdn New India has published results covering the 12 months ended 31 March 2023. Over the period, the NAV return was -8.0% and the return to shareholders was -8.9%. Both are a little worse than the -6.0% return delivered by the MSCI India Index. The chairman notes that one of the most significant drivers of […]
In an update to Monday’s story, Ecofin US Renewables says that it will likely be forced to cut its dividend following the loss of income from its Whirlwind project. The tornado that hit Matador Texas on 21 June 2023 killed four people and injured 15 others, making it the deadliest Texan storm since 2015. The […]
In QuotedData’s morning briefing 29 June 2023: Secured Income Fund (SSIF) will make a seventh return of capital amounting to £3,159,621 by issuing B shares to ordinary shareholders and then redeeming them. To be eligible, shareholders must be on the register on 6 July. The money should be paid around 17 July. This takes the […]
Mid Wynd’s board has decided that, in the wake of personnel changes at Artemis, it intends to appoint Lazard Asset Management LLC as its alternative investment fund manager (AIFM) and Lazard Asset Management Limited as its investment manager. In conjunction with the appointment of Lazard, the company intends to appoint a third-party company secretary and […]
Montanaro UK Smaller Companies Investment companies | Annual overview | 23 June 2023 Riders on the storm After a tough year for quality-growth strategies of all kinds, Montanaro UK Smaller Companies (MTU) may finally be seeing the light at the end of the tunnel, thanks to the possible plateauing of interest rates. Manager Charles Montanaro […]
Montanaro UK Smaller Companies Investment companies | Annual overview | 23 June 2023 Riders on the storm After a tough year for quality-growth strategies of all kinds, Montanaro UK Smaller Companies (MTU) may finally be seeing the light at the end of the tunnel, thanks to the possible plateauing of interest rates. Manager Charles Montanaro […]
Montanaro UK Smaller Companies Investment companies | Annual overview | 23 June 2023 Riders on the storm After a tough year for investment strategies focused on quality and growth of all kinds, Montanaro UK Smaller Companies (MTU) may finally be seeing the light at the end of the tunnel, thanks to the possible plateauing of […]
abrdn European Logistics Income Real estate | Update | 23 June 2023 Riding out the storm abrdn European Logistics Income (ASLI) is riding out the storm of market valuation declines, with a focus on managing its portfolio and securing income. It has recently completed a number of letting renewals across its portfolio (see page 9) […]
abrdn European Logistics Income Real estate | Update | 23 June 2023 Riding out the storm abrdn European Logistics Income’s (ASLI’s) manager is focused on riding out the storm of market valuation declines, with an emphasis on managing its portfolio and securing income. It has recently completed a number of letting renewals across its portfolio […]
