Hints and tips:
Related Special Reports
...Its adjusted funds from operations, which Green Street uses to analyse public property trusts, was $2.1bn, or 74 per cent of dividends, while Breit’s “funds available for distribution” were $1.7bn, or 61...
...“In some cases, for things like the microbiome, we had to fund the scientific research because it was just an ignored area.”...
...Hedge funds are pouncing on the UK’s £200bn investment trust sector as it is shunned by investors and hit by competition from cheaper rivals....
...The rules require funds of funds to report the internal expenses of investment trusts they own on a look-through basis....
...“This has brought to light that they’re investing in a share price which can be quite volatile, and 4 to 5 per cent returns for gilts and money market funds has compounded that sentiment,” said Hardy....
...trusts, versus obtaining equivalent exposure within a unit trust or an exchange traded fund....
...Smaller funds will try to consolidate to survive, though there will probably be some closures. Neither is good news for renewable energy developers....
...The discounts have led to fund managers, wealth managers and peers to call for a change in the way investment trust fees are reported to investors....
...open-ended funds....
...They are commonly used by hedge funds to build positions in companies and are typically facilitated by big banks....
...This can be done via UK-listed investment trusts like Chrysalis Investments and Augmentum Fintech....
...Alliance Trust earlier this month said it was ditching Jupiter as one of its fund managers, because of Whitmore’s departure from the business....
...In 2011, LATIII sold the Barotz trust to a fund allegedly controlled by Apollo. This fund banked the $5mn lump sum when Barotz died in 2018, aged 83....
...The communications adviser also oversaw up to €1mn in cash on behalf of the investment banker, which he invested alongside his own funds....
...BlackRock’s iShares Bitcoin Trust has more than $17bn in assets under management, according to Bloomberg data, buoyed by billions of dollars in net inflows and sharp gains in digital asset prices this year...
...Meanwhile, SinoPac Securities Investment Trust, a mid-size local firm, recorded the highest growth in ETF management fee income among the top 10 fund houses, with a rise of 38 per cent to NT$59mn in 2023...
...According to Jefferies, this is the largest ever buyback programme by a UK investment trust, with £1bn representing 9 per cent of the Scottish Mortgage Investment Trust’s shares....
...Its £1bn investment trust also had a tough 2023, with the trust’s managers noting that last year was “the worst in the history of Ruffer Investment Company”....
...Carroll Reeve Lavenham Community Land Trust, Lavenham, Suffolk, UK...
...In recent years the trusts, which act as closed-ended investment funds, have become less popular as higher interest rates lured investors into government bonds....
...Adrian Gosden and Chris Morrison are joining from GAM to run the £1.5bn Jupiter Income Trust, which is also part of Whitmore’s portfolio....
...“You give up a lot of returns that you could have accrued for your clients,” said Elisabeth Kashner, director of global fund analytics at FactSet....
...The board said it was positive on the outlook for the fund....
...index-tracking funds and as one of its top managers prepares to leave....
...The Kremlin has criticised the EU’s plan to use frozen Russian assets to fund the purchase of weapons for Ukraine, saying the move would hit trust in international law....
International Edition