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...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...
...The committee is calling for reform so investment trusts can enter zero into the appropriate column for ongoing fund charges....
...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....
...“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....
...Sovereign wealth funds notwithstanding, the increase in valuations also means that billionaires are taking a more flexible approach to raising the cash to fund acquisitions....
...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....
...Alliance Trust earlier this month said it was ditching Jupiter as one of its fund managers, because of Whitmore’s departure from the business....
...The rules require funds of funds to report the internal expenses of investment trusts they own on a look-through basis....
...The communications adviser also oversaw up to €1mn in cash on behalf of the investment banker, which he invested alongside his own funds....
...A restoration of the boat was completed in 2013 thanks to Heritage Lottery Fund grants totalling £1.2mn....
...Lionsgate Studio expects to receive a total of $350mn as part of the transaction, half of which will come from the cash held in the Spac trust and the remainder from a so-called private investment in public...
...Hipgnosis Songs Fund is a UK-listed investment trust that owns the rights to thousands of songs, including the catalogue of hits by punk band Blondie....
...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...
...Hedge fund Muddy Waters on Wednesday revealed a bet against a publicly listed real estate investment trust managed by private equity giant Blackstone....
...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....
...By the way, that long-term data remains miserable: However, some eagle-eyed FTAV readers might have spotted an interesting tidbit in the first table: large-cap growth fund managers had a phenomenal year...
...“Our key thing at Northern Trust is we’re talking to as many people as we possibly can to at least raise awareness of the fact that this is not a slam dunk....
...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”....
...This can be done via UK-listed investment trusts like Chrysalis Investments and Augmentum Fintech....
...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....
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