Fundsmith trust board frustrated as share price lags Covid outperformance in NAV
Michael O’Brien has been freshening up the portfolio since taking over in May 2019
Investment Trusts
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Outperforming Smithson trust buys ‘heavily’ during Covid crisis
Simon Barnard adds two names during H1 2020 and says crisis can be recovered from and forgotten
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Former Woodford fund may have helped ASI cinch Mark Barnett investment trust
Perpetual Income and Growth picks Charles Luke as new manager through merger with Murray Income Trust
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Nick Train tells corporates to take inspiration from Elon Musk
Lindsell Train manager says Covid-19 has provided an opportunity for companies to rethink capital allocation
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Scottish Mortgage’s largest unlisted holding set for massive IPO
Ant Financial would be the largest company in the FTSE 100 if it listed in London
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Merian Chrysalis enjoys 8% boost in first realisation since launch
Analysts speculate which stock was involved in the ‘highly profitable’ mystery sale
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Fundsmith emerging markets trust lands buy recommendation from Investec
Shares in Terry Smith’s former investment trust described as offering ‘significant contrarian value’
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Schroders hails ‘once in a generation’ Smid opportunity as it readies public and private trust
Firm is planning to launch an investment trust backing SME companies hit by Covid in Q4
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Nick Train defends Hargreaves Lansdown as pessimists play up Vanguard threat
Platform group’s shares dived 11% last month, making it Finsbury Growth & Income’s biggest detractor
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Alexander Darwall trust retains positive analyst rating mere weeks after Wirecard blow up
‘It is all too easy to throw in the towel on a manager after a high-profile investment disaster’
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Retail investors eclipse wealth managers for investment trust demand
Investec Wealth and Brewin Dolphin among wealth managers that have become net sellers of investment trusts
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Aberdeen frontier markets trust winds down due to underperformance
Blackrock is now the sole asset manager to offer an investment trust focused on frontier markets