Neil Woodford’s open ended income fund has swapped some of its illiquid holdings for shares in his investment trust, a move with implications for both of these widely held funds.
Funds and Investment Trusts
With uncertainty levels at fever pitch, Nick Sudbury takes a look at how the professionals are preparing their portfolios for Brexit.
Last year was a difficult year for Riverstone Energy, but the share price and discount haven’t improved in 2019 despite the strong rally in the oil price, which suggests it could be undervalued.
Choosing a fund can feel like a bit of a lottery, but new research has shown that some asset managers have a more consistent track record of outperformance than others.
Political and economic uncertainty continues to grip the United Kingdom. One way to set these worries aside is to invest in global funds, writes Andrew Latto.
Aircraft leasing funds took a hit last week when it was announced that Airbus will stop production of the A380, but the sell-off and volatility could create a decent buying opportunity.
Alex Crooke, Fund Manager of The Bankers Investment Trust – a Janus Henderson managed investment trust – explains how his team approaches the complexities of global stock markets.
Retail fund sales fell sharply last year to £7.2 billion – the only time in recent history that the figure has been significantly lower was during the financial crisis of 2008.
Phoenix Spree Deutschland, the specialist Berlin property investment trust, produced strong returns last year and broker Numis believes that there is still significant value embedded in the portfolio.
There are lots of reasons why people are wary of investing in Russia, but there are times when the negative sentiment creates a clear buying opportunity and it is possible that we are in that situation right now.