Monks: Analysts weigh in after trust lags benchmark for third successive year
Monks share price return for the year to 30 April matches FTSE World Index at 19.1%
Stifel
-
-
Witan Alliance merger ‘best-fit outcome’, but questions raised over WTAN’s trust holdings
Some 8% of Witan’s portfolio is invested in other trusts
-
Stifel: Concord Music ‘calls Blackstone’s bluff’ over call option
Analysts said the bid may test the strength of HSM’s call option
-
Stifel: Scale of likely BlackRock World Mining dividend cut could ‘unsettle’ income investors
Yield would still be an estimated 6% despite a potential 43% cut to its final dividend, compared to 2022
-
Stifel analysts warn of ‘breakdown’ between Hipgnosis board and manager as trust launches strategic review
Ahead of looming continuation vote
-
Stifel warns income-focused trusts not offering enough yield
Trusts are struggling to keep up with interest rates
-
US Solar Fund selects new investment manager following poor performance
Amber Infrastructure Group named as ‘preferred candidate’
-
Chrysalis slashes manager fees after hefty January pay out
Trust has agreed to lower the overall fee to 12.5% of adjusted NAV above a high-water mark
-
Scottish Mortgage’s unquoted exposure scrutinised ahead of AGM vote
Trust’s unlisted holdings have ballooned from 4% to 20% over the past five years
-
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
-
More investors move away from sterling-exposed funds
JP Morgan and Martin Currie among the trusts with the least exposure
-
The 10 highest yielding equity trusts
The number of trusts primarily investing in equities that have a yield of at least 4% has increased to 21 compared with 13 in September 2017, according to Stifel research. Portfolio Adviser looks at the top-10 highest yielding in the sector.
