This piece looks at how 76 trusts that joined the market over the last decade have fared in terms of shareholder returns. While a handful have performed well and produced annualised returns of more than 10%, around two dozen have generated negative returns since their IPOs, while 16 others have already been delisted, primarily because they were acquired after a period of lacklustre figures.
In my recent article on how the number of investment trusts has declined in the last four years, I listed the number of new issues we have had over the same period. There were only five of them, so it didn...
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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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