Investment trusts trail open-ended rivals in H1
Equity focused closed-ended funds trounced but infrastructure and private equity vehicles prove more resilient
Infrastructure
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Rush to real assets to fight inflation should be tempered with caution
With some price hikes already built in – newer investors in certain sectors might just have missed the boat
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Inflation risks increase appeal of real assets
Navigating near-term monetary policy ‘likely to become increasingly delicate’
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Downing adds infrastructure income fund to product line up
Oeic will target London-listed infrastructure and renewable energy trusts
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Dewi John: Wake up and smell the infrastructure
Inflation prospects and climate change are key factors underpinning the investment case for infrastructure
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Pantheon impresses with £400m raised for infrastructure investment trust
Private equity specialist will target up to 10% annually
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Pantheon to float infrastructure trust on London Stock Exchange
Seeking to raise £300m through a placing of ordinary shares
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Wealth managers shift to alternatives as bonds offer low returns
More than two thirds of wealth managers have added new asset classes in the past three years
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River and Mercantile raids Aviva Investors for debut infrastructure fund
Four managers follow former Aviva infrastructure boss Ian Berry to fund group
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Investors split on infrastructure’s safe haven status
Asset class has long-term potential amid government-backed green initiatives but valuations are looking stretched
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River and Mercantile’s planned infrastructure ESG launch ‘hitting the right buttons’
‘The combination of ESG and infrastructure is a potentially powerful one’
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Chancellor’s delay of RPI reform set to be a boon for infrastructure trusts
Impact on HICL will be to reduce NAV by 1.6p per share, rather than 3.1p with a 2025 date