HBM Healthcare tops biotech trust league in 2017 Swiss-listed HBM Healthcare Investments (HBMN.S) can claim to have been the best performing biotech-specialist closed-end fund in 2017, according to an analysis by Marten & Co. The CHF1.1bn trust run by Swiss healthcare investment specialist HBM saw its share price rise from CHF99 to CHF134 last year […]
Lazard World Trust Fund’s net asset value rose 5.9% on a total return basis, compared with the gain of 6.2% of the MSCI All Country World ex-USA Index during the six-month period ended 30 September 2016. The Fund’s share price, as traded on the London Stock Exchange, was up 8.6% (dividends reinvested) as the discount narrowed. […]
Lazard World Trust Fund reports that, for the year ended March 31st 2016, the fund’s Net Asset Value per share at the year-end was US$ 4.17 representing a total return of minus 8.04% since the prior year end. The fund’s benchmark, the MSCI All Country World Index, declined 4.3% over the same period while the fund’s reference […]
LONDON (Alliance News) – British & American Investment Trust PLC, Biotech Growth Trust PLC, and International Biotechnology Trust PLC were among the best-performing London-listed investment companies in May, according to research firm QuotedData, which said there was a “small rally” in the biotech and healthcare sector that month. You can read the rest of the […]
LONDON (Alliance News) – British & American Investment Trust PLC, Biotech Growth Trust PLC, and International Biotechnology Trust PLC were among the best-performing London-listed investment companies in May, according to research firm QuotedData, which said there was a “small rally” in the biotech and healthcare sector that month. You can read the rest of the […]
World Trust Fund has announced results for the year ended 31 March 2015 that show it outperforming the MSCI All Country World Index and the MSCI All Country World ex USA Index. Over the year the fund returned 24.2% on net assets and 25.4% on share price as compared to 11.2% for the ex USA […]
Second quarter of 2024 Investment Companies | Quarterly roundup | July 2024 Election season! After a fast start to the year, markets have experienced a more subdued second quarter, although returns have remained positive, driven mostly by the outperformance of US mega caps. AI giant Nvidia has continued to lead the way, delivering enormous gains, […]
In the US, hopes for near-term interest rate cuts may have been dashed by the Federal Reserve (Fed). In a recent speech, governor Lisa Cook noted that services inflation was running above pre-pandemic levels. She forecast that forecast ‘that three- and six-month inflation rates will continue to move lower on a bumpy path’, but thinks […]
June 2024 Monthly | Investment companies Kindly sponsored by abrdn Winners and losers in May 2024 May has been a story of market rebounds, with some of 2024’s worst-performing sectors having become the best-performing. Infrastructure securities was the top performing sector over the month. Listed infrastructure was supported by a fall in interest rate expectations […]
Change in fortunes could be on the horizon It is possible that RIT Capital Partners’ (RIT’s) private investments portfolio, which for the past two years has dragged on the trust’s NAV returns, could be the spark for a change in its fortunes over the next 12 months. Several holdings are considering IPOs. History suggests that […]
