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Related Special Reports
...Breit discloses other metrics more commonly used by public real estate investment trusts....
...Jefferies estimates that no trust has raised equity to invest in new green assets since 2022. Raising more debt is not necessarily an option....
...Many trusts are required to hold a vote if the discount between its share price and its net asset value hits a threshold....
...appeal and widened the discounts at which they trade.The average discount between an investment trust’s share price and its net asset value hit 16.9 per cent last October, just below the 17.7 per cent recorded...
...discount to net asset value....
...Purchases of investment trusts on adviser platforms fell by nearly a third in 2023 as inflation and interest rate rises battered net asset values....
...Shares in the £14bn trust, which is managed by Baillie Gifford and invests in high growth companies such as Nvidia and Tesla, are at a 13 per cent discount to net asset value, according to the company’s...
...“Investment trusts used to be a uniquely British success story and a vibrant part of the market,” said James de Bunsen, a portfolio manager at Janus Henderson Investors’ multi-asset team....
...The board of Scottish Mortgage Investment Trust has announced a £1bn share buyback in an attempt to prop up its share price, which is at a 13 per cent discount to its net asset value....
...The firm managed NT$1.44tn in assets by end-2023, with 85 per cent coming from its 37 ETFs, according to data from the Securities Investment Trust and Consulting Association....
...However, positive market movements meant Jupiter’s total assets under management increased over the first quarter to £52.6bn....
...If anybody thought the February 2 US strikes against Iran-backed militias in Iraq and Syria were going to end the attacks on US assets in the region, they were sorely mistaken....
...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 UK investment trust once bought rights with all the abandon of a rock band spending its advance on high living....
...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....
...The Filecoin Trust has assets of just $464,000 and the solana vehicle, the largest currently trading at a significant premium, at $10.8mn....
...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....
...ProShares, which declined to comment on the filings, is working in the newly unencumbered part of the market alongside firms such as Grayscale Investments, which last week filed to launch a product that...
...He particularly likes the social infrastructure segment, which invests in assets such as schools, healthcare facilities and affordable housing, with its “all-weather” inflation-linked and government-backed...
...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 final group of affected people include those who had placed foreign assets into trusts when they were non-domiciled and had subsequently been deemed UK-domiciled....
...Abrdn’s trust is trading at an 18.3 per cent discount to its net asset value, and the Fidelity trust is at a 9.7 per cent discount....
...The trust invests in high-growth companies such as Nvidia and Tesla....
...Putting assets into trust will have inheritance tax implications and advisers will help clarify this as well as the most tax-efficient solutions to hold in trust....
...The company owns the rights to thousands of songs but is facing serious questions about its future after shareholders in October voted down a further five-year mandate for the investment trust....
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