Fund Profile

Majedie Investments 06 December 2017

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Fund History

28 Feb 2025 Fund Analysis
MAJE offers exposure to differentiated sources of returns…
10 Feb 2025 Look beneath the surface
High valuations in global equity markets, trade tensions, and potential earnings disappointment could make a compelling case for focusing on more idiosyncratic sources of return…
12 Jun 2024 How do you like them apples?
We do our best to categorise the trusts in the Flexible sector, many of which share little common ground...
06 Jun 2024 Fund Analysis
MAJE’s discount has narrowed materially since the appointment of its new managers…
02 Jan 2024 Results analysis: Majedie Investments
MAJE’s highly differentiated portfolio offers investors a diversified source of returns…
19 Apr 2023 Are we nearly there yet?
We look at which trusts have done best year to date, and ask where there may be value…
31 Mar 2023 ISA Event: And now for something completely different
Everything you wanted to know about alternatives (but were afraid to ask)...
27 Mar 2023 Fund Analysis
MAJE has seen a complete overhaul of its strategy under a new manager…
29 Mar 2023 Majedie Investments plc - A new start for a true original
Dan Higgins & Olivia MacDonald
Rewatch this webinar from our month-long online series 'A feast of ideas for your ISA' hosted by the team at Kepler Trust Intelligence throughout March...
Watch Recording
08 Jul 2021 London Calling
UK equities represent a ‘once in a generation’ opportunity according to the managers who joined us at our event last week…
16 Jun 2021 A better class of travel*
Sharing many features of a traditional family office, investment trusts offer a sophisticated, cost effective solution for managing family wealth...
22 Apr 2021 Fund Analysis
MAJE’s performance has been strong in the reflationary rally, but its discount remains wide…
10 Mar 2021 Spring Conference '21
Audio and presentations from 21 of the UK’s leading investment trust managers…
04 Mar 2021 Slides and Audio: Majedie Investments
Download the presentation and listen to the audio from our 'Ideas for your ISA' Spring Conference on 02 March...
10 Dec 2020 Results analysis: Majedie Investments plc
We examine the potential for MAJE if sentiment toward the UK improves in 2021…
25 Nov 2020 Britannia Redux
UK equities have been despised for almost five years and could offer extreme rebound potential…
03 Sep 2020 Fund Analysis
Improving performance in 2020 and a historically wide discount that values the holding in MAM at zero offer an attractive entry point...
03 Sep 2020 Eating their cooking
Our analysis suggests that asset management businesses owned by the trusts they manage are on less demanding valuations than their listed equivalents...
10 Mar 2020 Kepler Spring Conference: presentations and audio
Audio and presentations from our spring conference at The May Fair Hotel last week…
12 Aug 2019 Fund Analysis
Majedie Investments (MAM) offers a solid income combined with a diversified allocation to a range of funds....
06 Feb 2019 Income for the long haul
With 'ISA season' looming we identify investment trusts which offer long-term, dependable income streams for yield-hungry investors...
06 Dec 2018 Results analysis: Majedie Investments
A brief review of Majedie investments 30 September final results, announced 5 December 2018...
22 Aug 2018 Reassuringly expensive?
Some investment trust premiums have been stretched to eye-watering levels. Have investors been enjoying themselves in the sun too much? We try to rationalise current levels and suggest alternatives...
18 Jul 2018 Fund Analysis
Majedie Investments aims to maximise total return whilst increasing dividends by more than the rate of inflation over the long term...
17 Apr 2018 Fund Analysis
A highly differentiated trust which aims to increase dividends by more than the rate of inflation, offering exposure to a number of funds which have limited capacity and would otherwise be out of bounds...
06 Dec 2017 Fund Analysis
RESULTS: The trust increased its dividend by around 11% last year, and currently yields 3.5% - far more than any other trust in its sector - but the discount remains wide...
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Also featured in
Market insight
Look beneath the surface
10 Feb
Strategy
How do you like them apples?
12 Jun

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Current Site Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.