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Related Special Reports
...Breit discloses other metrics more commonly used by public real estate investment trusts....
...The wind is against green investment trusts in Europe....
...Investment trusts make up 27 per cent of the companies in the FTSE 350 index....
...Currently, there are several investment trust vehicles that allow retail investors to invest in unlisted companies....
...investors’ appetite for the high-growth companies the trust made its name backing....
...Companies....
...Purchases totalled £948mn last year, down 28 per cent from 2022’s record high of £1.3bn, according to data from the Association of Investment Companies, a trust industry body....
...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....
...Tom Slater, the trust’s manager, said: “In a volatile period for growth investment, we own a portfolio of established companies achieving rapid expansion . . ....
...of Investment Companies....
...Ben Morgan, head of investments and transformation at CBA, says he had been tasked with entering markets such as telecoms and energy a few years ago, as the bank considered ways to guard against the rise...
...than 1 per cent in 2018, when DFA did not offer a single ETF....
...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”....
...These shifts have led some companies to remove the UK from their supply chains....
...The deal was proposed by the board last month to try to pay down debt and narrow the vast discount to its net asset value that the investment trust has been trading at....
...Even without added capital, the investment bank can produce more profits. This unit generated one of the lowest ROTE’s among European banks last year....
...The investment company said on Monday that managers Richard Watts and Nick Williamson would leave Jupiter in spring 2024 and set up their own investment advisory company that will manage Chrysalis....
...The stocks of smaller companies therefore do better than bigger ones in the long run. This is a foundation stone of both investment theory and practice....
...A recent report by Bain & Company, GenZero, Standard Chartered and Temasek said the region had seen $45bn in investments in green projects since 2021 but required an estimated $1.5tn by the end of the decade...
...The managers of the Chrysalis Investment Trust are to leave asset management group Jupiter, three years after the trust was acquired as part of a wider deal....
...Microsoft’s role in bringing Altman back, meanwhile, gives it more say over the direction of the company....
...The UK investment trust once bought rights with all the abandon of a rock band spending its advance on high living....
...Investment trusts are publicly listed companies, with four of them, including the £12.1bn Scottish Mortgage Investment Trust, in the FTSE 100....
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