Direct Property investment companies that provide a ready-made exposure to a diversified portfolio of commercially-let premises. Nick Sudbury takes a look at some of the best options.
Stenprop, a property investment trust that is listed in South Africa, has recently started trading on the London Stock Exchange. The shares are yielding around 5.5% and trading on a double digit discount to NAV.
Big trusts can have a reputation for being boring and staid, but Nick Sudbury is here to take a look at why the growth-focused Scottish Mortgage Investment Trust is a bit different.
Nick Sudbury looks at Edinburgh Investment Trust and considers why a fund that follows fundamental company analysis to generate dividend income could be well positioned for a “Brexit bounce”.
If you ask an income investor what they would want from their ideal fund it would be a high, inflation-linked yield, with the prospect of long-term capital growth. Unfortunately there are not very many that fit the bill, which makes the LXI REIT (LON:LXI) something of a rarity. LXI raised £138.2 million when it floated on…
Augmentum Fintech (LON:AUGM) is a new London-listed investment company that was created to profit from opportunities in the UK and European Fintech sector. It will concentrate on businesses with innovative technologies that have the power to change the way we conduct our financial affairs and will distribute 50% of the realised gains made each year. AUGM…
The best way to assess the performance of an active fund is to look at its risk-adjusted return, which measures how much value the manager has added per unit of risk. Over the ten years to the end of December 2017 the top investment trust using this metric was BlackRock Smaller Companies (LON:BRSC), which was…
My colleague, Simon Cawkwell, writing in his Evil Diaries, recently described Tesla (NASDAQ:TSLA) as “surely…..the greatest short in the history of the world’s stock markets”, which is a pretty dramatic statement for someone so adept at spotting shorting opportunities. Investors – as distinct from spread betters – would not normally be able to benefit from these…
Recent research by the broker Canaccord Genuity has highlighted which boards of directors and fund managers have the most significant personal stakes in their own investment trusts. Having ‘skin in the game’ doesn’t guarantee that the fund will deliver excellent performance, but it is the best indication there is that those involved are prepared to…
Contrarian investors are always on the lookout for unloved securities where the bad news is already baked in and there is a catalyst on the horizon to turn things around. A prime example is Ranger Direct Lending (LON:RDL), whichwas set up in 2015 to provide alternative secured funding to US small and medium-sized companies and…
