James Carthew for Investment Week, 30 April 2024: The investment companies sector was riding high – the median fund was trading on a 5.8% discount to net asset value (this figure was 14.5% at the end of March 2024), and including SONG there were 22 new issues that raised £3.6bn in 2018. The last IPO […]
by Kyle Caldwell from interactive investor, 30th April 2024: For income-seeking investors, the ideal scenario is to find a fund with a high yield that delivers inflation-beating dividend growth and produces positive total returns (capital growth and income returns combined). However, ticking all three boxes is hard to consistently achieve, which is reflected in research […]
Investment trust insider on tech trusts – James Carthew: Two tech trusts you should hold for the AI revolution One of the weirder things about the investment companies market is that some of its most successful funds are trading at significant discounts. I could point to all sorts of examples but the one I want […]
By Jean-Baptiste Andrieux, Reporter, Trustnet, 25 April 2024: Fundsmith Equity and Scottish Mortgage rank high on investors’ buy lists due to their impressive performance over the past decade. As a result, fans of the two global large-cap portfolios might also be interested in their small-cap siblings, Smithson and Edinburgh Worldwide. In theory, small-caps should outperform […]
by Cherry Reynard from interactive investor, 23rd April 2024: Private equity investment trusts look like a glaring opportunity. They are trading at or near all-time record discounts after a long period where the sector has been out of favour. Holdings in the trusts have generally continued to perform well, with valuations stable. Yet these trusts […]
Investment trust insider on US small caps – James Carthew: US small caps will have their magnificent rally We know that UK-focused smaller company trusts have been suffering recently and one of the reasons cited is that UK-based investors are reducing their allocation to the domestic stock market within their portfolios. The destination for their […]
Valeria Martinez, Investment Week, 18 April 2024: Hipgnosis Songs Fund’s (SONG) share price has soared by nearly a third on the back of a $1.4bn deal to acquire the trust, with potential for the offer to spark a bidding war. After enduring months of turmoil, investors in the £1.6bn music royalties trust are hoping the […]
Lauren Hardy, Portfolio Adviser, 18 APRIL 2024: Concord Chorus Limited (Bidco) – an entity controlled by Alchemy Copyrights – has agreed to purchase the entire issued share capital of the beleaguered music royalties investment trust, Hipgnosis Songs Fund. The proposed deal values the entire capital of Hipgnosis at $1.4bn, which equates to $1.16 (£0.932) per […]
By Jean-Baptiste Andrieux, Reporter, Trustnet, 18 April 2024: F&C Investment Trust and Alliance Trust are among the largest investment trusts in the IT Global sector and have a long history dating back to the 19th century, making them popular choices as one-stop-shops for core exposure to global equities. Investors might have a hard time choosing […]
By Matteo Anelli, Senior reporter, Trustnet, 17 April 2024: Investors who are bullish on Scottish Mortgage’s unlisted companies could broaden their horizons and consider the Schiehallion trust instead, which is “the purest version of Baillie Gifford’s private equity holdings”, according to Peel Hunt analysts.. “We look across to Schiehallion for multiple reasons,” the analysts continued. […]
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