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...Most publicly listed property trusts in the US can handily cover dividends using cash flows from rents, according to Green Street, a commercial real estate research group....
...The results highlighted the ability of Morgan Stanley’s wealth management business, which has been a driver of the bank’s growth in recent years, to add new client assets on a large scale....
...Net demand for investment trusts on platforms such as Transact, Fidelity Adviser Solutions, M&G and 7IM was negative for the first time since records started in 2011, with sales exceeding purchases by £53mn...
...“I’m a front door sorta guy. I think it was effective and I’d do it again.”...
...“I’m not sold on this one-stop shop idea. I’m just not a believer,” said one FTSE 100 chair. “How many can say they’ve made a real success of the multidisciplinary approach?...
...Management and Boaz Weinstein’s Saba Capital....
...stock exchange filing from the trust....
...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...
...Tom Slater, the trust’s manager, said: “In a volatile period for growth investment, we own a portfolio of established companies achieving rapid expansion . . ....
...Investment manager M&G has reported a 28 per cent rise in profits for 2023, in the first annual results for chief executive Andrea Rossi, who has pledged to transform the company....
...I view my own stocks and shares Isa as a flexible retirement fund which I’m hoping to leave invested for decades to come....
...Hedge funds have begun to circle, with Elliot taking a 5 per cent stake in the Scottish Mortgage Investment Trust a week after it announced a £1bn share buyback in an attempt to prop up its share price....
...The group is split into an active asset management arm, a life insurance and pensions business and a financial advice business. M&G’s share price rose by about 2 per cent in morning trading....
...Celebrities contributing intermittent narration include Susan Sarandon, singer M.I.A. and former Pink Floyd man Roger Waters, these days not the most reputable of polemicists, whose darkly rasped mutterings...
...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....
...In its full-year results, M&G reported a 28 per cent rise in pre-tax adjusted operating profit in 2023, to £797mn, beating analysts’ expectations....
...It’s that you don’t need to sit next to someone in a cubicle every single day to build trust. And you can build that trust in, you know, fewer but more intense times, together....
...In this scenario, unless the trust document says otherwise, there is provision within trust legislation for the personal representatives of a sole or last surviving trustee to appoint a replacement trustee...
...— has quite the job ahead of him, which he obliquely nodded to in the pension plan’s statement: “I’m grateful to CalPERS’ leaders for the trust they’ve put in me to help shape the pension fund’s next chapter...
...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”....
...Gilligan notes that some fixed income trusts trade at a discount while offering “equity-like returns”, highlighting M&G Credit Income with a yield to maturity of 9.2 per cent as an example....
...I think we’ve been operating in a backdrop where active management as a percentage of funds under management has been shrinking....
...Chrysalis Investments and its investment managers are to split from asset management group Jupiter, more than three years after the trust was acquired as part of a wider deal....
...The new rules artificially inflate the cost of investment trusts, which are already factored into trusts’ share prices, said Ben Conway, head of fund management at Hawksmoor Investment Management....
...“People were like, how do I get a slot? And I’m like, well, just ask me.”...
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