This is our weekly roundup of investment trust announcements and data. The tables with the week's biggest gainers, losers and discount changes, courtesy of Numis Securities, is below the summary of the week's trust news. If there are trusts you are interested in, the links in the last section will take you to the relevant London Stock Exchange announcement. The percentage figures in this list show the share price responses on the day of the announcement. Please note that the charts and weekly and year to date performance data were correct as of Friday morning.
This week's news It was anoth...
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UPDATE: A revised version of this profile was published in February 2025.
Personal Assets Trust is designed with private investors in mind and famously says its "primary objective is to protect and increase (in that order) the value of shareholders’ funds per share over the long term". It became self-managed in 1990 and was run by Ian Rushbrook from that time until his death in 2008. Sebastian Lyon of Troy Asset Management has been the manager since 2009, employing a similar style to Rushbrook with a large proportion of assets in inflation-linked bonds, similar to the approach taken by the tw...
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This is our weekly roundup of investment trust announcements and data. The tables with the week's biggest gainers, losers and discount changes, courtesy of Numis Securities, is below the summary of the week's trust news. If there are trusts you are interested in, the links in the last section will take you to the relevant London Stock Exchange announcement. The percentage figures in this list show the share price responses on the day of the announcement. Please note that the charts and weekly and year to date performance data were correct as of Friday morning.
This week's news It was anoth...
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UPDATE: A revised version of this profile was published in March 2025.
Nick Train has managed Finsbury Growth & Income for 21 years and has handsomely beaten the UK market during that time with the trust's net assets growing from just under £100m to over £2bn, helped by lots of regular share issuance. As with other Lindsell Train funds, this trust holds a very concentrated portfolio of 'quality growth' shares that are seldom traded. However, 2021 was a difficult year for this style of investing and the discount at Finsbury Growth & Income has widened to 5%, its largest level for a dec...
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This is our weekly roundup of investment trust announcements and data. The tables with the week's biggest gainers, losers and discount changes, courtesy of Numis Securities, is below the summary of the week's trust news. If there are trusts you are interested in, the links in the last section will take you to the relevant London Stock Exchange announcement. The percentage figures in this list show the share price responses on the day of the announcement. Please note that the charts and weekly and year to date performance data were correct as of Friday morning.
Winterflood Charts 07 January 2...
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This is our weekly roundup of investment trust announcements and data. The tables with the week's biggest gainers, losers and discount changes, courtesy of Numis Securities, is below the summary of the week's trust news. If there are trusts you are interested in, the links in the last section will take you to the relevant London Stock Exchange announcement. The percentage figures in this list show the share price responses on the day of the announcement. Please note that the charts and weekly and year to date performance data were correct as of Friday morning.
This week's news With the marke...
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This is our weekly roundup of investment trust announcements and data. The tables with the week's biggest gainers, losers and discount changes, courtesy of Numis Securities, is below the summary of the week's trust news. If there are trusts you are interested in, the links in the last section will take you to the relevant London Stock Exchange announcement. The percentage figures in this list show the share price responses on the day of the announcement. Please note that the charts and weekly and year to date performance data were correct as of Friday morning.
This week's news Markets move...
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UPDATE: A revised version of this profile was published in February 2025.
Worldwide Healthcare Trust is one of the oldest specialist equity trusts. It has been managed by OrbiMed Partners (and its predecessor firm) since it joined the London market in 1995 and it boasts a formidable long-term track record. As of 30 June 2021, it had returned 15.9% annualised compared to 12.2% from the MSCI World Healthcare Index. However, 2021 has been a more difficult year with biotech and Chinese holdings dragging down its performance. Nevertheless, with its shares regularly trading at a premium, it has man...
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This is our weekly roundup of investment trust announcements and data. The tables with the week's biggest gainers, losers and discount changes, courtesy of Numis Securities, is below the summary of the week's trust news. If there are trusts you are interested in, the links in the last section will take you to the relevant London Stock Exchange announcement. The percentage figures in this list show the share price responses on the day of the announcement. Please note that the charts and weekly and year to date performance data were correct as of Friday morning.
This week's news There was pl...
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UPDATE: A revised version of this profile was published in October 2024.
Mid Wynd International is one of a select group of global trusts that has established a decent track record of beating world markets. While it was listed in 1981, it can trace its roots back to the late 1700s and a textile business set up by the Scott family who still own shares in the trust today. It has been managed by the Global Select team at Artemis, comprising of Simon Edelsten and Alex Illingworth, since 2014 and it runs a fairly diverse portfolio of 55-75 stocks, usually split over eight to ten different themes. ...
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