Lindsell Train spends £70m on sports and entertainment during lockdown
Manchester United, Disney and WWE among pandemic-hit companies the fund house is betting on
Equities
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Baillie Gifford forced to clip back Tesla stake due to concentration rules
Shares in Elon Musk’s company have rallied 452% in the year to date
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How the India Capital Growth fund is coming back from the brink
Shareholders had recently been given the option to wind up the fund after it ‘significantly underperformed its benchmark’
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Ant Group’s $200bn listing set to boost Scottish Mortgage
Investment trust shareholders voted last month to increase unquoteds limit to 30%
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Ex-Woodford trust handed to Schroders could see 20% uplift if stars align
Stifel has a contrarian buy rating on the Schroders UK Public Private investment trust
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Video games offer Lindsell Train Japanese Equity a lifeline during lockdown
Fund has returned 0.56% over three months versus the TSE Topix’s gains of 3.0%
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US investor buys chunky stake in Alexander Darwall’s discounted trust
European Opportunities Trust discount has languished around 10% since Wirecard’s demise
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Over $100bn wiped off global dividends during coronavirus crisis
This year set to be worst for dividends since global financial crisis with UK and Europe worst hit
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Scottish Mortgage investors nudged to lock in gains after coronavirus outperformance
James Anderson’s investment trust has nearly doubled in price since its Q1 lows
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How are European equity fund managers navigating the dividend bonfire
Oils, retail, travel and financials likely to struggle in the medium term
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DFMs had already shunned UK ahead of record GDP plummet
‘We haven’t been adding to UK risk asset exposure either before the crisis broke out or during it’
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Lindsell Train trims Rathbones stake after touting strong performance
Nick Train had only last week highlighted the Covid-19 opportunity in his investment industry holdings