Investment Trust Insider - Comment & Analysis
Trust Watch: Aberforth v Henderson in small-cap tussle
Smaller company investment trusts are to the fore in this week's look at the buying opportunities and share price moves in closed-ended funds.
Ian Cowie: the extraordinary efforts of the Phoenix investor
If you notice someone loitering in the loo at JD Wetherspoon or asking awkward questions at Tesco or Morrisons, they might be mystery shoppers from the fund manager trying to revive the country’s former worst investment trust.
Stenprop: industrial Reit lands in London to offer 5-8% yield
South African property company to list in London as real estate investment trust (Reit) offering high yields and capital growth from the ‘fantastic opportunity’ in UK ‘multi-let’ industrial parks.
James Carthew: Ranger board must give investors an exit
Ranger Direct Lending may not want to accede to demands of rebel shareholders, but it should give investors a chance to withdraw their money in light of the investment overhaul it has proposed.
Three trusts gunning for change for the better
Arsene Wenger’s departure from Arsenal after 22 years as football club’s manager draws parallels in investment trusts with a trio of management changes presenting potential buying opportunities.
James Carthew: I hope Horizon revives faith in social housing
Horizon Housing real estate investment trust is the latest launch in the burgeoning social housing sub-sector where, at one point, investors were falling over themselves to get involved.
Trust Watch: Baillie bosses it, BlackRock smashes it
It has been another good week for trusts in the Baillie Gifford stable while a BlackRock smaller company trusts gained a tipster's attention and shares in one pharma fund de-rated.
Phoenix Spree: the Berlin property play with more to give
After a stellar 12 months, investors in Phoenix Spree Deutschland believe the Berlin residential property company has further to run.
Ian Cowie: British Empire – bad name but great global value
This 129-year old global trust may have done little to stir the patriotic ardour of profit-seeking investors of late but it does offer cheap access to a portfolio of fascinating businesses.
Investors pile into 5% yielding HICL Infra on four-year low
Interactive Investor customers pounce on former income stalwart, pushing high-yielding investment company into top 10 of platform’s most-bought funds.