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
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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
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Stifel: Concord Music ‘calls Blackstone’s bluff’ over call option
Analysts said the bid may test the strength of HSM’s call option
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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
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Stifel analysts warn of ‘breakdown’ between Hipgnosis board and manager as trust launches strategic review
Ahead of looming continuation vote
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Stifel warns income-focused trusts not offering enough yield
Trusts are struggling to keep up with interest rates
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US Solar Fund selects new investment manager following poor performance
Amber Infrastructure Group named as ‘preferred candidate’
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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
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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
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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
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More investors move away from sterling-exposed funds
JP Morgan and Martin Currie among the trusts with the least exposure
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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.