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Investment Trusts
Alliance Trust to buy out activist investor
Thursday 02 Feb 2017Previously underperforming fund Alliance Trust ( ATST ) is shifting strategy and appears to have quelled the criticism of activist investor Elliott Associates. The Dundee-based trust has now agreed (27 Jan) to repurchase Elliott’s entire 19.75% holding at a discount of 4.75% to the prevailing net...
This investment trust may not stay cheap for long
Thursday 26 Jan 2017‘Uncertain’ is a benevolent description of the outlook for 2017. Unknowns range from how Donald Trump may govern in the US to the result of Brexit negotiations. Against this backdrop, trusts with international dimensions and impressive, inflation-beating dividend track records should be on shopping...
Top fund ideas to bolster your ISA in 2017
Thursday 19 Jan 2017Here are six ideas from the funds space to give your portfolio a healthy New Year boost. They can help to diversify your portfolio as you can access multiple companies or other assets via single products. We’ve also added another idea as a fund to watch. While our main feature this week looks at...
Investing in ‘New’ China
Thursday 12 Jan 2017The Chinese Year of the Rooster begins on 28 January with investors still awaiting a new dawn in the country’s multi-decade growth story. The transition from an export-driven to a consumer-driven economy is resulting in slower growth and the Shanghai Composite index is yet to recover from the big...
Why the funds route is good for micro caps
Thursday 22 Dec 2016The smallest companies on the stock market can be high risk investments. So-called micro caps either make investors lots of money or lose them significant sums if they run into difficulty or go out of business. We believe anyone with the stomach for micro funds should look at this part of the...
How to play the North American markets
Thursday 15 Dec 2016Contrary to the stock market collapse predicted ahead of polling, Donald Trump’s election to the US Presidency has instead driven US equities to new highs in a ‘Trumpflation’ trade. The Dow Jones, S&P 500 and small cap Russell 2000 indices have all hit fresh highs. Investors are hoping the...
Go east for income
Thursday 15 Dec 2016If you want to diversify your portfolio income and access the main bright spot in a sluggish global economy you could consider Henderson Far East Income ( HFEL ) . The trust looks to provide a high level of dividends and capital appreciation over the long term, from investments traded on the...
IPOs, closures and mergers in the funds space
Thursday 08 Dec 2016New product launches, market departures and management changes are throwing up opportunities for fund investors to consider. Fresh opportunities need to be scrutinised with care and altered mandates assessed to see whether they suit your financial needs and risk appetites. Say hello BB Healthcare...
Investment trusts on sale
Thursday 01 Dec 2016The investment companies sector has many constituents trading at steep discounts to their net asset value (NAV). Many of the widest discounts do indicate poor performance, or reflect a sector or style that is currently out of favour for a reason, although a number of consistent performers appear...
Are concentrated portfolios good or bad?
Thursday 24 Nov 2016One of the advantages of buying a fund like an investment trust is that it offers a diversified exposure, but recent analysis suggests a large number of managers like to maintain a relatively concentrated portfolio. A concentrated approach is likely to lead to more volatile returns relative to the...