Investment Trust Insider on Capital Gearing Trust – James Carthew: why I heed the hawks at Capital Gearing Following last week’s article on Henderson Diversified Income (HDIV) and its managers’ concerns about the threat of a recession and a return to deflation, I thought, fresh from attending its investor day, I would put the counter-argument as […]
Sponsors A number of fund management houses have kindly sponsored our guides, monthly, quarterly and annual publications including: Abrdn, Allianz, Baillie Gifford, Fidelity, Jupiter, Martin Currie and Polar Capital Research clients Here is a list of the clients that Marten & Co has been paid to publish research on: Aberdeen Emerging Markets (now abrdn China) Aberdeen Frontier Markets, abrdn European Logistics Income […]
Ground Rents Income Fund has reported large valuations declines having released delayed full year results to September 2023 and updated to March 2024. Portfolio values fell 20.7% to £81.5m in the six months to 31 March 2024, having fallen 2.7% in the year to 30 September 2023. The decline included a negative valuation adjustment of […]
Regional REIT has announced a capital raising of £110.5m through a fully underwritten placing. The company has also announced a 1 for 10 share consolidation. The capital raising, which is being underwritten by Bridgemere Investments, will enable the company to fully repay a £50m retail bond that is due to mature in August. The remainder […]
Handful of themes to drive performance? Over the six months to end May 2024, Polar Capital Global Financials Trust’s (PCFT) net asset value (NAV) returns have been ahead of both its benchmark and the global index, and its share price returns have been even better, as the share price discount to NAV has narrowed. The […]
Handful of themes to drive performance Polar Capital Global Financials Trust (PCFT) has had a good six months both in net asset value (NAV) terms, where returns have been ahead of both its MSCI All-Countries World Financials Index performance benchmark and the global MSCI All Countries World Index, and in share price terms, as the […]
Handful of themes to drive performance Polar Capital Global Financials Trust (PCFT) has had a good six months both in NAV terms, where returns have been ahead of both its benchmark and the global index, and in price terms, as the discount has narrowed. Next year’s liquidity opportunity (see page 11) ought to help the […]
The AGM will be held at 09.30 a.m. on Thursday, 20 June 2024, at New Broad Street House, 35 New Broad Street, London, EC2M 1NH. The Board and representatives of Gresham House Asset Management Limited (the “Investment Manager”) are expected to be present at the AGM in person. There will be no presentation from the […]
Castelnau Group’s (CGL’s) board has reviewed the performance fee arrangements under the investment management agreement that the trust has with Phoenix Asset Management Partners Limited (CGL’s investment manager) and has agreed what it describes as a number of minor amendments to the way the performance fee is calculated. No base management fee, management incentivisation all […]
Home REIT says that it has reached an agreement with Big Help (a collection of tenants comprising; Big Help Homes CIC, Big Help Project Ltd, CG Community Council, Dovecot & Princess Drive Community Association, N-Trust Homes CIC and Select Social Housing CIC) for the surrender of its leases on over 600 properties which it leases […]
