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 Di...
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Cordiant Digital Infrastructure (CORD) was listed in early 2021 and has spent around £800m assembling a highly concentrated portfolio of six assets, with 85% of the portfolio by value attributable to just two holdings: Emitel, a Polish digital broadcaster and telecoms infrastructure operator, and CRA, a Czech digital infrastructure platform. Over its first five years, CORD returned around 11% a year on a NAV basis, ahead of its 9% target. It has a progressive dividend policy, targeting 4.35p for the year ending March 2026, while its payout is covered 1.8 times by funds from operations. The rat...
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Looking for the losers from technological change is a more certain and profitable business than trying to pick the winners, says financial historian Edward Chancellor, author of a definitive history of past speculative excesses, from the South Sea Bubble onwards, and a brilliant recent book, The Price of Time, about the folly of sustained low interest rates. This article is reproduced with the author's permission.
Markets have poor scorecard for spotting AI losers When a groundbreaking new technology arrives, it’s often easier to spot the losers than the winners, says the author and investo...
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Exclusive to subscribers to the Money Makers Circle Contents - What's new this week - Latest trust profile - Trust news over the past week - Recent issuance and buybacks - Good reads - Videos and other recordings - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week On the podcast this week, I turn from the general to the specific with a 45-minute conversation with Steven Marshall, the founder, chairman, and managing partner of Cordiant Digital, the manager of Cordiant Digital Infrastructure (CORD), a trust that I like and hope succeeds. T...
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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 Di...
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JPMorgan Claverhouse (JCH) was set up in 1963 and is a UK Equity Income trust with a market capitalisation of about £500m. Its dividend yield is 4.0%, a little higher than the sector average, and it sits in eighth position in the AIC's Dividend Heroes list with a 53-year record of increasing its payout. JCH is managed by the team of Anthony Lynch, Katen Patel, and Callum Abbot. Lynch and Patel were appointed in July 2024, while Abbot has been involved since 2018. JCH aims to hold between 60 and 80 companies and benchmarks itself against the FTSE All-Share with various weighting restrictions on...
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Exclusive to subscribers to the Money Makers Circle Contents - What's new this week - Latest trust profile - Trust news over the past week - Recent issuance and buybacks - Good reads - Videos and other recordings - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week On the podcast this week, I discuss with regular guest Andrew McHattie, editor of the Investment Trust newsletter, the latest news from the investment trust sector, with some passing comments on the performance of global financial markets in the light of the Iranian crisis. Tru...
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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 Di...
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This is the latest article from our contributor Reg Hoare, who has worked for 40 years in the City, initially in investment banking and the securities business, latterly as managing director of MHP Communications. He has been investing in investment trusts as a private investor for more than three decades. Here, he reviews the performance of his holdings as we move into 2026.
Reg Hoare It started well... Q1 started so well; by 27 February, the FTSE 100 index was up nearly 10%. Then the Iran War began, and the index retraced its steps by some 7%, leaving the market overall up about 2.5% over t...
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An increasing number of equity trusts are choosing to fix their dividends at a set proportion of their NAV, commonly referred to as an enhanced dividend, rather than the more traditional approach of basing their payout on the income they receive each year. A rule change in 2012 paved the way for this trend, although it took a few more years before it became more widely adopted. The last eighteen months or so have seen enhanced dividends surge in popularity, with 12 more trusts announcing such policies. It remains a divisive topic, with critics saying it adds costs and is essentially a trust ju...
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