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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...
...Two of the UK’s biggest star fund managers suffered £2.2bn in outflows last year after investors fled the underperforming funds in favour of cheap passive equity offerings and high-yielding cash products...
...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....
...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....
...index-tracking funds and as one of its top managers prepares to leave....
...Hedge fund Muddy Waters on Wednesday revealed a bet against a publicly listed real estate investment trust managed by private equity giant Blackstone....
...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....
...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....
...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...
...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”....
...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....
...record of distressed debt investing, it is best known in the UK for its activist equity bets, including pushing for change at pharmaceuticals group GSK and more recently at Scottish Mortgage Investment Trust...
...Adrian Gosden and Chris Morrison are joining from GAM to run the £1.5bn Jupiter Income Trust, which is also part of Whitmore’s portfolio....
...“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....
...The board said it was positive on the outlook for the fund....
...The Kremlin has criticised the EU’s plan to use frozen Russian assets to fund the purchase of weapons for Ukraine, saying the move would hit trust in international law....
...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...
...Nonetheless, fund experts agree that the UK currently provides some of the richest hunting grounds for robust income-paying trusts....
...Trusts were classified as alternative investment funds under EU regulation introduced in 2013....
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