Investment Trust Update | March 2020
Which Investment Trusts are thriving in the turbulent times brought about by coronavirus? We take a look at the ever expanding fallout in this Investment Trust update.
Investment Trust Update | February 2020
An acquisition is on the horizon for Jupiter Fund Management, Henderson Opportunities Trust is looking to raise its dividends and Winterflood believes it is becoming harder for smaller investment trusts to be bought. All this and more in this bulletin.
Investment Trust Update | January 2020
Shares in Henderson Alternative Strategies jump 11% after plans to wind up were announced, Winterflood highlight why 2019 was such a good year for investment trust’s and Scottish Mortgage increases its borrowing by 188 million.
Investment Trust Update | 8th March 2019
In this bulletin, Schroders' Tokyo manager set to retire, the FCA admits KIDs ‘mislead’ public on returns & costs and liquidity in investment trust shares seem to be falling. FCA - PRIIPs Call for Input Feedback Statement
Investment Trust Update | 8th February
In this bulletin, The Aberdeen Standard Global Sustainability Trust launch delayed for the second time, another fund manager pulls out of the savings scheme market, and the trends likely to shape investment trusts in 2019.
UK Outlook | Investment Trust Outlook
In this first Investment Trust Outlook for 2019, a panel of experts discuss the outlook for the UK and also the opportunities that there are for UK stock pickers. On the panel are: Louise Kernohan, Senior Investment Manager – Dunedin Income Growth Investment Trust PLC, Aberdeen Standard Investments Matthew Jennings, Investment Director representing Fidelity Special Values PLC, Fidelity International Sue Noffke, Manager of the Income Growth Trust, Schroders
Investment Trust Update | 11th January 2019
In this bulletin, does the UK investment companies sector provide opportunities for contrarian stock pickers? And a boost for biotech trusts.
Investment Trust Update | 30th November 2018
A trio of big name investment trusts underperformed their benchmark, and SDCL are raising funds of £150m via an IPO. These and other topics are discussed in this investment trust update.
Investment Trust Update | 19th October 2018
In this Investment Trust Update, Terry Smith more than doubles Smithson target to £600million, how well established are ESG principles in investment trusts and recent market turbulence causing investment companies to move from rare discounts to net asset value.
Investment Trust Update | 21st September 2018
With Brexit looming and discounts widening, how is property holding up? This update looks at emerging market guru Mark Mobius setting his sights on £200m for the Mobius Investment Trust before it floats in October and why European funds have fallen out of favour while global funds’ popularity peaks.
Investment Trust Update | 7th September
In this IT Update, we take a look at the impact from the collapse of the Morandi bridge in Genoa on infrastructure trusts, Terry Smith looking to raise £250m for a new trust, and what the remainder of 2018 holds for investment companies.
Investment Trust Update | 24th August
In this update for August, we discuss the Allianz Technology Trust smashing its 500-million-pound milestone and what Henderson Diversified Income annual results tells us about credit markets.