Aberforth Geared Value & Income Trust (ticker: AGVI) is the fifth in a succession of fixed-life trusts that have run alongside the much larger Aberforth Smaller Companies Trust (ticker: ASL). The portfolios held by the two trusts are similar, although not identical, both having a strong focus on the value end of the UK small-cap market, and they are managed by the same group of individuals. Like its two immediate predecessors, AGVI utilises zero dividend preference shares to offer a highly geared alternative to the main Aberforth trust, providing potential additional upside if UK small-cap...
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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 This week on the podcast I talk to Gabriel Sacks, the lead manager of Aberdeen Asia Focus (ticker: AAS), an investment trust that invests in smaller companies across Asia (excluding Japan). The trust, managed for many years by Hugh Young, who retired in 2023, has capitalised on...
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