Hints and tips:
Related Special Reports
...Breit discloses other metrics more commonly used by public real estate investment trusts....
...Private equity firms are quietly preparing funds to invest exclusively in the US National Football League, according to people familiar with the matter, as a potential precondition for being allowed to hold...
...UK investors have pulled out of investment funds over the past two years, withdrawing £12bn in 2022 and £11.9bn in the 10 months to October 2023, according to the Investment Association....
...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....
...Investment trusts are a type of pooled investment which are listed on the stock exchange and have an independent board of directors to monitor performance and shareholder interests....
...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”....
...Fund and wealth managers, as well as peers, have been calling for a change in the way investment trust fees are reported, which they say has further depressed share prices....
...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....
...The wind is against green investment trusts in Europe....
...Equity swaps are financial instruments that allow investors to gain exposure to a stock. They are commonly used by hedge funds to build positions in companies and are typically facilitated by big banks....
...Tracker funds now account for more than half of all US pooled investments....
...Any discussion about how to attract more investment into UK infrastructure, start-ups or equities now involves Britons’ retirement savings....
...Chart of the week Investment trusts are a cornerstone of the UK equity markets, dating back to the Victorian era, when they were created to widen access for individual investors to investments across the...
...Third-ranked Fubon Investment Trust made NT$1.38bn from ETF management fees, up 25 per cent....
...strategist at Allianz Investment Management....
...Your reporters Sally Hickey and Costas Mourselas should be congratulated for their article summarising the current plight of the investment trust sector in the UK (“Hedge funds circle struggling UK investment...
...Despite the big private equity funds of megashops such as Blackstone dominating headlines, leveraged buyouts are still mostly a small- and mid-cap phenomenon. That’s where private equity likes to play....
...Data from the Investment Association shows that UK equities have suffered £14bn worth of outflows since 2016, yet fund managers believe these factors, combined with share buybacks and M&A activity, mean...
...However, after a decade-long industry boom, private equity groups have been struggling to sell portfolio investments and to convince investors to lock funds up for long periods with high fees attached....
...Wall Street’s blue-chip S&P 500 index captured its highest share of global equity exchange traded fund flows for at least a decade last year, as the rise of the so-called Magnificent Seven reshaped benchmarks...
...SSGA’s Luxembourg Sicav umbrella fund has a number of US equity and bond sub-funds....
...AJ Bell, an investment platform, says its top 10 UK equity funds and trusts registered a 14 per cent increase in flows from January 1 to February 14....
...equity funds....
...The additional amount must be spent on UK investments including equities and bonds....
...Portfolio insurance — a dynamic hedging strategy based on stop losses which was designed to let pension funds hold a higher equity allocation ‘safely’— was deemed the villain of the 1987 crash....
International Edition