June 2018
Fund Research
Standard Life UK Smaller Companies
A 'quality growth' focused small-cap trust with a long-term track record of outperformance and a buy and hold approach...
19 Jun
19 Jun
Fund Research
Aberdeen Standard Equity Income
A highly-differentiated UK trust which, thanks to the manager’s unconstrained approach, generates the majority of its income away from the most popularly-held stocks in the sector...
13 Jun
13 Jun
May 2018
Fund Research
UK Commercial Property REIT
UK Commercial Property Trust (UKCM) is a large and liquid portfolio of commercial properties that aims to generate an attractive income with the potential for capital growth...
30 May
30 May
Fund Research
Standard Life Investments Property Income
This conservatively positioned trust has generated one of the highest incomes in the sector in the last three years...
16 May
16 May
November 2017
Strategy
Race ready?
We analyse the outlook for emerging markets and, in particular, the genuine active funds that focus on them…
30 Nov
30 Nov
Strategy
Thin ice...
Our analysis shows the extent to which funds in the UK equity income sector are concentrated on just a few dividend paying stocks…
20 Nov
20 Nov
Fund Research
Murray International
A global equity income trust which has grown its dividend for more than years, with significant exposure to emerging markets and other-non sterling assets...
08 Nov
08 Nov
Fund Research
UK Commercial Property REIT
A large, conservatively managed trust with a diversified portfolio of UK commercial property...
01 Nov
01 Nov
October 2017
Strategy
Roaring back…
We analyse the drivers behind the significant outperformance of global active managers in 2017, following what was a very poor year for them in 2016...
12 Oct
12 Oct
Fund Research
Standard Life Investments Property Income
A differentiated, higher-yielding UK commercial property trust that is managed in a very active, hands on manner...
24 Oct
24 Oct
June 2017
Strategy
Analysis: Asian income versus UK income
Given the numerous risks facing the UK, we analyse whether Asian income trusts can rival their popular peers in the AIC UK Equity Income sector...
16 Jun
16 Jun
Strategy
Finely balanced...
We take a closer look at the Asia Pacific ex Japan sector following a period of improved inflows into the open-ended sector and the recent outperformance of Asian equities...
02 Jun
02 Jun
Fund Research
Aberdeen Standard Equity Income
A UK focused equity income portfolio with a solid track record and unique investment style...
06 Jun
06 Jun
March 2016
Strategy
Discounts in focus: AIC Global Equity Income
In our third edition of our discount in focus series, we analyse the AIC Global Equity Income sector and look at Murray International which currently trades at a much wider discount to its historic norm
22 Mar
22 Mar
Strategy
Discounts in focus: Asia Pacific ex Japan
After our previous look at the Equity Income sector, we focus our attention on the Asia Pacific region where we identify four trusts trading at wide discounts to their historic norms.
16 Mar
16 Mar
February 2016
Strategy
Why the China slowdown is good news
Turmoil in the market surrounding China’s slowing economy is creating buying opportunities in the region, according to new research from the Association of Investment Companies.
01 Feb
01 Feb
Fund Research
Murray Income
A UK focused portfolio, targeting ‘quality’ companies which offers one of the highest dividend yields in the IA UK Equity Income sector.
10 Feb
10 Feb
Fund Research
Aberdeen Asian Income
A relatively focused portfolio investing in well established companies in Asia, led by the high profile Asian equities team at Aberdeen under Hugh Young.
01 Feb
01 Feb