December drags on Caledonia’s returns
Leaving the trust trading on a 27% discount
Leaving the trust trading on a 27% discount
Camilla Ritchie began managing the Sustainable Balance Fund in 2007
Firm has increased weighting to additional tier one (AT1) bonds across its higher risk profiles
After three years at the firm
Central bank’s intervention may have calmed markets, but clouds linger on the horizon
Covid-driven distortions continue to plague the market
After rejecting £300m unsolicited takeover bid by Brooks Macdonald
£33m 7IM Absolute Return Portfolio and £20m Income Portfolio had hefty exposure to defunct Guernsey bond fund
Liquidity issues mean MMFs could pose a systemic threat to the UK economy
‘Extenuating circumstances’ behind decision to close the office just four years after it opened
His 20-year career has included stints at Smith & Williamson, Julius Baer International and Merrill Lynch
Three times what its controlling shareholder paid for it in 2015