Growth-oriented trust lost more than 30% in the six months to the end of June as higher interest rates detracted from the substantial future earnings potential.
Funds and Investment Trusts
Freight shipping trust continues to benefit from supply side constraints.
This year’s update from the Ruffer Investment Company contains an apocalyptic warning for investors.
The Chinese stock market has been on a rollercoaster of a ride, rising strongly after the initial pandemic-inspired sell-off, only to give back all of the gains following the government’s new interventionist approach.
It has been an interesting start to the year for the alternatives sector, with many of the constituents outperforming the more mainstream mandates, although some have taken a real beating.
It has been a dramatic start to the year with a handful of winners and lots of big losers, but it could all change in the second half.
After two decades of underperformance, we are seeing the return of value as an investment strategy. Buying conservatively valued companies seems a better play than buying promises of elevated future profits.
The £800m investment trust offers a one-stop shop for diversified renewable energy exposure and has recently been added to Winterflood’s model portfolio.
The portfolio of Baillie Gifford’s best ideas has had a torrid few months and is now back to where it was during the throes of the Covid crash, but has the sell-off run its course?
The rise in inflation has led to a noticeable increase in the number of investors looking for income generating trusts and funds.