Baillie Gifford US trust reveals portfolio changes as it seeks to close 17.6% discount
The trust has sold several holdings including Peloton, Carvana and First Republic
The trust has sold several holdings including Peloton, Carvana and First Republic
FTSE 250 Reit’s portfolio value rises to £3.2bn
Momentum’s Richard Parfect discusses why FCA guidelines have led to misleading reporting costs for investment trust investors
Shares in US Solar have fallen 27% over the past 12 months
Given the Home Reit saga and TLEI’s suspended shares, PA looks at governance concerns in the investment trust space
Portfolio managers Ailsa Craig and Marek Poszepczynski staying on
Redemption Project CIC made up 11% of the rent demanded by the trust in June
Eight of the 10 highest-performing funds came from the sector, with Matthews China returning 10.43%
Trust has proposed no longer investing solely in social housing
Asset Value Investors to take over the mandate as former co-manager Charlotte Cuthbertson joins the team
Five investment trust managers share their outlooks and opportunity sets
The trust’s board received proposals from more than a dozen candidates