Is the reputation of private equity trusts finally on the turn?
The trusts have seen a considerable bounce over the last three months
Discounts
-
-
When and how will the infrastructure sector recover?
Rising interest rates, widening discounts and fixed income inflows have bruised assets
-
Widening discounts shift open vs closed ended fund debate
On a level playing field when it comes to equities and multi asset, what about real assets and bonds?
-
Jupiter trust could rally as Darwall steps back from open-ended funds
Analysts surprised as European equities star steps back from £7.7bn worth of funds
-
Ten trusts trading strongly as markets farewell the sell-off
Stifel data highlights the investment trusts with discounts/premiums closest to their six-month highs
-
D2C marketing drives down trust discounts
Closed-ended fund share registers increasingly dominated by retail investors
-
The dangers of key man risk in investment trusts
What a difference a couple of weeks can make in the investment trust world. At the start of February, the River & Mercantile UK Micro Cap trust was trading a 16.2% premium to net asset value (NAV), following a strong run of performance, but that was soon to change.
-
How a market setback could affect trust discounts
After a year in which discounts have narrowed, Winterflood Investment Trusts has warned the growth and stability of investments trusts witnessed in 2017 could be at risk if markets see a significant downturn.
-
Why GEM trusts are a double-digit discount opportunity
Despite significantly outperforming developed markets for the past two years, discounts in the emerging market investment trust sector remain in double-digit territory, according to broker Stifel.
-
Investment trust discounts fall in second quarter
Uncertainty stemming from last month’s general election was not enough to stop discounts in the investment trust sector continuing to tighten, according to Winterflood Investment Trusts.
-
Investment trusts outperform as discounts tighten
Investment trusts outperformed general markets in August due to a tightening of discounts.
-
Private equity funds cheap by historical standards
Private equity funds have reported increased NAVs and attractive discounts in the first half.