December 2021
Fund Research
Ruffer Investment Company
RICA’s strong performance during the pandemic and in the market recovery has highlighted its credentials as an all-weather strategy…
20 Dec
20 Dec
Fund Research
Third Point Investors
A stellar performance this year shines a positive light on TPOU…
08 Dec
08 Dec
October 2021
Features
Consistency is key
Marking its 25th anniversary, Momentum Multi-Asset Value Trust (MAVT) continues to deliver inflation-beating returns by investing in a highly differentiated range of assets, giving investors access to continually evolving holdings that they are unlikely to find in other funds…
13 Oct
13 Oct
Fund Research
Caledonia Investments
Despite CLDN’s useful approach to blending public and private equity investing, it trades on a wide discount….
06 Oct
06 Oct
August 2021
Strategy
60/40 and other dinosaurs
A simple practical step to take your portfolio from the 1990s into the 2020s...
04 Aug
04 Aug
Fund Research
MIGO Opportunities
MIGO’s managers report that market conditions continue to offer them attractive discount opportunities...
11 Aug
11 Aug
Fund Research
JPMorgan Global Core Real Assets
JARA is now fully invested and offers a 4.4% yield from a diversified portfolio…
04 Aug
04 Aug
May 2021
Features
The nuances of value investing
With value stocks continuing their rise, distinguishing between different ‘value’ fund offerings can be challenging. Here, we look at a unique multi-asset value strategy…
12 May
12 May
Fund Research
Ruffer Investment Company
RICA is an all-weather proposition, aiming to deliver over a range of market and economic outcomes…
13 May
13 May
April 2021
Features
New look, broader resources, same proven approach
The newly renamed Momentum Multi-Asset Value Trust continues investing in quality value opportunities across different sectors in the UK, with deeper and stronger resources at its disposal…
09 Apr
09 Apr
Fund Research
Third Point Investors
TPOU’s strong performance, and new board initiatives to narrow the discount, offer an attractive package…
28 Apr
28 Apr
Fund Research
Momentum Multi-Asset Value Trust
After a strong 12 months, the managers of the recently renamed MAVT are optimistic on prospects for value...
26 Apr
26 Apr
March 2021
Events
Spring Conference '21
Audio and presentations from 21 of the UK’s leading investment trust managers…
10 Mar
10 Mar
Replay
Slides and Audio: Ruffer Investment Company
Download the presentation and listen to the audio from our 'Ideas for your ISA' Spring Conference on 04 March...
04 Mar
04 Mar
Replay
Slides and Audio: JPMorgan Global Core Real Assets
Download the presentation and listen to the audio from our 'Ideas for your ISA' Spring Conference on 04 March...
04 Mar
04 Mar
Replay
Slides and Audio: BMO Managed Portfolio
Download the presentation and listen to the audio from our 'Ideas for your ISA' Spring Conference on 04 March...
04 Mar
04 Mar
Fund Research
RIT Capital Partners
RCP continues to deliver on its aims of long-term capital growth while preserving shareholders’ capital...
30 Mar
30 Mar
Fund Research
BMO Managed Portfolio
Offering both Growth (BMPG) and Income (BMPI) share classes, BMO Managed Portfolio Trust allows shareholders to switch annually between share classes in a tax efficient manner...
04 Mar
04 Mar
February 2021
Strategy
Eye of the Pfizer
Mining shares have rallied in recent months. With further potential, what impact could this have on the relative returns of active UK Small cap strategies...
10 Feb
10 Feb
Features
Flying under the radar
We take a look at SIGT, a trust which is might not spring to mind for UK exposure, but offers flexible and differentiated exposure to any UK recovery…
25 Feb
25 Feb
December 2020
Fund Research
MIGO Opportunities
Investing in a diverse array of other trusts, MIGO seeks to build a portfolio with significant embedded value...
17 Dec
17 Dec
Fund Research
Ruffer Investment Company
RICA is an all-weather proposition, aiming to deliver over range of market and economic outcomes...
02 Dec
02 Dec
News
Results analysis: Seneca Global Income & Growth
After a strong six months, we look at SIGT’s outperformance of its benchmark and whether it has the potential to continue to do so going into 2021…
02 Dec
02 Dec
November 2020
Strategy
Britannia Redux?
UK equities have been despised for almost five years and could offer extreme rebound potential…
25 Nov
25 Nov
Events
Now that's what I call a discount!
Presentations and audio from our conference focussed on discount opportunities in the investment trust sector…
11 Nov
11 Nov
Features
Thinking outside the box
Kepler Trust Intelligence looks at the unique approach to value investing taken by Seneca Global Income & Growth Trust…
19 Nov
19 Nov
News
Flash update: JPMorgan Global Core Real Assets
JPMorgan 'real asset' trust to issue C-Shares and declares evolution of investment policy…
20 Nov
20 Nov