October 2020
Features
It's not about following the herd
With a small number of stocks driving global markets, we discuss how SIGT can be used to aid and diversify returns...
06 Oct
06 Oct
Fund Research
JPMorgan Global Core Real Assets
JARA has fully invested initial IPO proceeds which will generate a yield of c. 5%…
14 Oct
14 Oct
September 2020
Strategy
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...
03 Sep
03 Sep
Replay
Slides and Audio: Aberdeen Diversified Income & Growth
View the presentation and listen to the audio from our 'Alternatives for Income Investors' event on 29 September...
30 Sep
30 Sep
Fund Research
Momentum Multi-Asset Value Trust
Seeking to achieve total returns of CPI +6% p.a., SIGT invests on a multi-asset basis with a value approach...
30 Sep
30 Sep
Fund Research
Third Point Investors
TPOU’s portfolio has been pivoted year to date, and with renewed focus from board and manager, the discount of 23% looks anomalous…
30 Sep
30 Sep
Fund Research
Aberdeen Diversified Income & Growth
ADIG offers a high yield from a portfolio of alternative assets...
30 Sep
30 Sep
Fund Research
BMO Managed Portfolio
With Income and Growth shares, the BMO Managed portfolio offers different solutions to investors with different objectives through investment in a diversified portfolio of investment companies...
03 Sep
03 Sep
July 2020
Fund Research
MIGO Opportunities
Using a diverse array of investment trust strategies, MIGO seeks to build a portfolio of trusts with significant embedded value...
09 Jul
09 Jul
Fund Research
JPMorgan Multi-Asset
Targeting a 4% income yield, MATE invests across several asset classes...
01 Jul
01 Jul
April 2020
Strategy
Children of the Revolution
The outperformance of technology hints at an exciting possible future for the market when the virus is beaten…
08 Apr
08 Apr
Strategy
Mind the gap
Discounts have yawned across trusts investing in private companies, but appearances can be deceptive and as COVID-19 unfolds it pays to take care…
01 Apr
01 Apr
Fund Research
Ruffer Investment Company
RICA uses a range of asset classes to generate absolute returns for investors with an approach emphasising loss-aversion...
16 Apr
16 Apr
Fund Research
Schroder Asian Total Return
ATR is the standout trust in its sector for both absolute and risk-adjusted returns, now trading on a significant discount...
15 Apr
15 Apr
November 2019
Strategy
Times are a changin'? The case for a value resurgence
We are in the midst of the longest period of value underperformance since the 1920s. Could we be approaching a change in environment?
06 Nov
06 Nov
Fund Research
Tetragon Financial Group
Tetragon Financial invests in a diversified set of alternative assets, and trades on a discount to NAV of c. 47%...
06 Nov
06 Nov
October 2019
Ratings
Kepler Rated: Miton Global Opportunities
This trust pursues a highly specialised 'fund of funds' approach, aiming to identify discounts which the manager thinks do not reflect reality...
23 Oct
23 Oct
Fund Research
Ruffer Investment Company
RICA uses a range of asset classes to generate absolute returns for investors with a focus on loss-aversion...
16 Oct
16 Oct
Fund Research
BMO Managed Portfolio
With Income and Growth share classes, the BMO Managed portfolio offers different solutions to investors with different objectives through investment in a diversified 'fund of funds' wrapper...
09 Oct
09 Oct
News
Flash update: JPMorgan Global Core Real Assets
JARA showing momentum in the aftermarket following IPO...
23 Oct
23 Oct
September 2019
Fund Research
MIGO Opportunities
Using a diverse array of eclectic investment trust strategies, MIGO seeks to build a portfolio of trusts with significant embedded value...
25 Sep
25 Sep
Fund Research
JPMorgan Multi-Asset
Recently-launched JPMorgan Multi-Asset Trust (MATE) has started life on the front foot, yielding 4% in its first year...
04 Sep
04 Sep
July 2019
Fund Research
JPMorgan Global Core Real Assets
JARA is a proposed investment company that will aim to generate an attractive income and total return by investing in diverse real assets sectors that are usually only accessible to institutional investors...
31 Jul
31 Jul
Fund Research
Schroder Asian Total Return
Schroder Asian Total Return seeks to limit the volatility of Asian stock markets while capturing the best stocks...
03 Jul
03 Jul
May 2019
Strategy
Rebel Rebel
These investment trusts don't fit into the usual boxes, which is exactly what makes them worthy of closer attention...
09 May
09 May
Fund Research
Invesco Select: Balanced Risk Allocation
IVPB aims to provide an attractive total return in differing economic environments with a low correlation to equities and bonds...
09 May
09 May