Jonathan Davis Stuart Watson's fund profile this weekend looks in depth at Impact Healthcare REIT. Simon Elliott and I did a half-hour session on investment trust fundraising at the Mello Trusts and Funds event this week and you can view that by following the link below. If you missed it, my latest market review video that I posted last week is, I think, still relevant. I would also like to flag up that the next edition of the Investment Trusts Handbook, the fifth annual one, is due out on December 14th. As well as the traditional 280-page hardback, there is also a free e-book download availab...
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We round up some notable events and significant movers across the world of investment trusts in the first half of 2021.
It was a decent half-year for global stock markets with the MSCI All Country World Index up 11.4% in pound terms, not far short of its 13.2% return over the whole of 2020. In the UK, the FTSE All-Share returned 11.1% while the FTSE All-Share Equity Investment Trust Index, a decent proxy for the investment trust sector that includes nearly 200 trusts, rose 6.9%. The total amount of assets in the sector topped £250bn for the first time, reaching £256bn as of the end of June 20...
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Jonathan Davis Stuart Watson's fund profile this weekend looks in depth at the Bluefield Solar Income fund, one of the first renewable energy trusts to be listed on the London market. My market review video has been deferred for a couple of days, but my notes this week start with the latest performance reviews from Numis and Winterfloods, the most prolific of the big brokers that cover the investment trust sector.
Investment trust developments YTD The latest investment trust market reviews by Numis (quarterly) and Winterfloods (monthly) provide plenty of useful in-depth information about prog...
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Jonathan Davis These are the latest extracts from my weekly diary, highlighting interesting research and other odds and ends that I have read, heard or noted. Some will relate to specific stocks, others to more general market phenomena. In addition I will keep you updated on future developments and additions to the circle content.
Housekeeping update As before, if you are reading this it should mean that you have successfully logged into the Money Makers website and can see the latest content. From this weekend, the plan is for a list of premium content published in the week just gone to be ...
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Jonathan Davis This week, because of disruption to my daily routine, I have reverted to writing these notes as a single item. I hope you will have noticed the first of the regular forums in which a panel of investment trust experts give their thoughts on topical issues. Part 2 of the recent market review will be uploaded to the site shortly.
More on the market cycle These comments from the latest monthly factsheet of the Ruffer Absolute Return fund catch my eye and raise some important questions. Conventional portfolios have become by design, and by default (via benchmarking) wired to the as...
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