Infrastructure’s safe haven status on shaky ground
For every 1% increase in the discount rate, investors can expect a decline of between 5.4% and 9.9% in the NAV of these trusts, says Killik
For every 1% increase in the discount rate, investors can expect a decline of between 5.4% and 9.9% in the NAV of these trusts, says Killik
‘Current market dynamic will throw up some interesting opportunities’
‘Clearer and firmer regulations would potentially bring greater stability to the notoriously volatile market’
Real assets can offer genuine diversification benefits as investors seek to shelter portfolios from the shrinking real value of dividend income streams
Ruffer Diversified Return has attracted £1.3bn in assets since launching last September
41% of those aged 18-34 have invested in alternatives this year
But retains higher allocation to alternatives
Covid-driven distortions continue to plague the market
One of two funds to receive worst score for performance in firm’s latest AoV report
Targeted Absolute Return redemptions hit £628m despite growing demand for alternatives to equities
While one offered ‘outstanding value’ largely on account of ‘exceptional investment performance’
Tilt towards quality and defensive plays like short dated credit and govvies alongside rising cash levels