Investment trusts: How to spot a golden goose
With most trusts permanently trading at a discount, how can investors identify a good egg from a bad one?
Nav
-
-
The income-generating trust sector trading at ‘ridiculous discounts’
Infrastructure trusts are trading at steep discounts, but could be overdue a re-rating
-
Hipgnosis reports 9.2% NAV drop as it narrowly beats results deadline
Driven by a reduction in the fair value of the portfolio
-
Calls for judicial review into FCA as investment trust sector faces extinction
Cost disclosure regulation has been called “illegal and irrational” amid an “emergency situation” for investment companies
-
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.
-
Strong performance vindicates decision to stick with Barnett – Edinburgh
Despite relatively subdued markets over the course of the year, Edinburgh Trust’s decision to retain Mark Barnett as portfolio manager has been vindicated by the strong performance produced during the year, trust chair Jim Pettigrew said.
-
Scottish mortgage to dip into reserves to meet dividend target
Baillie Gifford’s Scottish Mortgage Investment Trust is to dip into its revenue reserves in order to meet its final dividend target, the company’s annual report revealed.
-
Gresham House reveals 21% NAV drop in annual results
Gresham House’s net asset value per share fell 21% in the 12 months to 31 December 201, the firm revealed in its full-year results.
-
Schroder REIT NAV falls
The Schroder Real Estate Investment Trust (SREIT) had an unaudited NAV of £157.8m as of 30 June, a fall of 1.7% compared with its NAV as of 31 March, according to its interim statement.
-
further fears for fall in ashmore global opps trust nav
A 20% fall in a 20% holding of the Ashmore Global Opportunities trust has more NAV alarm bells ringing.
-
Private equity funds cheap by historical standards
Private equity funds have reported increased NAVs and attractive discounts in the first half.