Exclusive to subscribers to the Money Makers Circle Contents - What's new this week - Latest trust profile - Trust and market news - Recent issuance and buybacks - Good reads - Videos and other content - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week On the latest Money Makers podcast, I talk once more to Andrew McHattie, the editor of the Investment Trusts newsletter. In one of our regular reviews of recent news from the investment trust sector, trusts we discuss include Alternative Income REIT (AIRE), Aquila European Renewables (AER...
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This is our weekly roundup of investment trust announcements and movers. Tables courtesy of Winterflood Securities follow, with the trust price and NAV performance, along with a table showing recent aggregate sector movements. If there are trusts you are interested in, the links in the list of news each day will take you to the relevant stock exchange announcement. The percentage figures in this list show the trust's discount/premium on the day of the announcement. Please note that the charts and weekly and year-to-date performance data are correct as of Friday mornings.
Winterflood Average D...
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Ruffer Investment Company (RICA) was launched in 2004, and it is one of a handful of wealth-preservation trusts that sit within the AIC's Flexible sector. It follows the Ruffer investment approach of aiming to "generate consistent positive returns, however financial markets are performing." To date, RICA has largely succeeded in doing that, with just a handful of negative financial years, all of which resulted in losses of less than 3%. The Ruffer strategy has also stayed ahead of its two comparators over the last three decades, being the FTSE All-Share and twice the UK bank rate. RICA tends t...
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Exclusive to subscribers to the Money Makers Circle Contents - What's new this week - Latest trust profile - Trust and market news - Recent issuance and buybacks - Good reads - Videos and other content - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week On the podcast this week, I talk to Omar Negyar, the lead manager of J.P.Morgan Emerging Markets Dividend Income (JEMI). This £540m market cap trust is a sister fund to J.P.Morgan Emerging Markets Growth and Income (JMGI). Paradoxically, perhaps, the latter has a higher headline yield tha...
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This is our weekly roundup of investment trust announcements and movers. Tables courtesy of Winterflood Securities follow, with the trust price and NAV performance, along with a table showing recent aggregate sector movements. If there are trusts you are interested in, the links in the list of news each day will take you to the relevant stock exchange announcement. The percentage figures in this list show the trust's discount/premium on the day of the announcement. Please note that the charts and weekly and year-to-date performance data are correct as of Friday mornings.
Winterflood Average D...
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HarbourVest Global Private Equity was launched in 2007 and is the largest fund-of-funds private equity trust with gross assets of around £3.5bn and a market cap of £2.4bn. Its NAV returns since inception are just over 10% a year, around two percentage points ahead of global markets, making it one of the best long-term performers in its sector. Like many private equity trusts, however, it has long traded at a wide discount. After doing very little in the way of discount control for many years, it has announced a range of measures since 2022, including allocating 30% of distributions received to...
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Exclusive to subscribers to the Money Makers Circle Contents - What's new this week - Latest trust profile - Trust and market news - Recent issuance and buybacks - Good reads - Videos and slides - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week On the podcast this week, I talk to Neil Rogan, a fund manager with more than 30 years' experience who is now chairman of two investment trusts, Invesco Asia Dragon (IAD) and Baillie Gifford UK Growth (BGUK) and a non-executive director of a third, J.P.Morgan Global Growth and Income (JGGI). Few...
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This is our weekly roundup of investment trust announcements and movers. Tables courtesy of Winterflood Securities follow, with the trust price and NAV performance, along with a table showing recent aggregate sector movements. If there are trusts you are interested in, the links in the list of news each day will take you to the relevant stock exchange announcement. The percentage figures in this list show the trust's discount/premium on the day of the announcement. Please note that the charts and weekly and year-to-date performance data are correct as of Friday mornings.
Winterflood Average D...
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Exclusive to subscribers to the Money Makers Circle Contents - What's new this week - Latest trust profile - Trust and market news - Recent issuance and buybacks - Good reads - Videos and slides - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week On the podcast this week, I talk to Sandy Nairn, the lead manager of the Global Opportunities Trust (GOT), about AI and how it will play out in the financial markets. This is the subject of his new book, How AI Will Move Markets, to be published in December by Pan McMillan (pre-order here). It i...
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This is our weekly roundup of investment trust announcements and movers. Tables courtesy of Winterflood Securities follow, with the trust price and NAV performance, along with a table showing recent aggregate sector movements. If there are trusts you are interested in, the links in the list of news each day will take you to the relevant stock exchange announcement. The percentage figures in this list show the trust's discount/premium on the day of the announcement. Please note that the charts and weekly and year-to-date performance data are correct as of Friday mornings.
Winterflood Average D...
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