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...Breit discloses other metrics more commonly used by public real estate investment trusts....
...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....
...Popular investment trusts which are trading at discounts include Scottish Mortgage at 14.71 per cent, Alliance Trust at 5.25 per cent and the City of London Investment Trust at 1.66 per cent....
...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...
...The wind is against green investment trusts in Europe....
...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....
...Activist investor Elliott has built a 5 per cent position in Scottish Mortgage Investment Trust, whose early bets on tech groups such as Amazon turned it into one of the UK’s most popular investment vehicles...
...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....
...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”....
...A market cap below €3bn also put off some big fund managers as an investment in Douglas would be too small to move the needle on their portfolios....
...“We hope our rating will build more confidence for potential investors to co-invest with INA in Indonesia and to obtain trust from our potential financiers as we are an investment-grade organisation,” he...
...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....
...The FTSE 250 group said both retail and institutional investors made withdrawals and noted that £800mn of the outflows related to the departure of the Chrysalis Investments trust managers more than three...
...However, the board of the State Street Global Advisors Luxembourg Sicav, an open-ended investment fund structure, told investors earlier this month that it will not reduce the settlement cycle of its funds...
...Third-ranked Fubon Investment Trust made NT$1.38bn from ETF management fees, up 25 per cent....
...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....
...Trusts were classified as alternative investment funds under EU regulation introduced in 2013....
...VCTs are listed on the London Stock Exchange and can be sold back to the market or to the fund manager, but the investments must be held for five years for the investor to benefit....
...“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....
...Nonetheless, fund experts agree that the UK currently provides some of the richest hunting grounds for robust income-paying trusts....
...This has been a hallmark of their very successful investment process since inception, combining Jupiter funds with non-Jupiter funds.”...
...As the lead manager of the £3.5bn Polar Capital Technology Trust, he bet big on AI — artificial intelligence being the dominant investment theme of the post-Covid era. Well, the gamble paid off....
...It sets a high hurdle for the returns on any other investment of funds....
...The world’s largest alternative asset manager promised UC an 11.25 per cent annual return from the property fund, called Blackstone Real Estate Income Trust, or Breit, as part of a deal to draw $4.5bn in...
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