Funds and Investment Trusts

Strong performance by specialist Vietnam fund

Strong performance by specialist Vietnam fund

5 mins. to read

The £570m VinaCapital Vietnam Opportunity Fund (LON:VOF) has just announced a strong set of half-year results for the six months to the end of December. VOF’s NAV was up by 10.9% in US dollar terms over the period, which was well ahead of the 3% increase in the benchmark, and it has continued to do…

Are these the best contrarian stock-pickers in London?

Are these the best contrarian stock-pickers in London?

1 mins. to read

The stock market is driven by investor sentiment with share prices often trading nowhere near their true fundamental value. One way to take advantage of this is to adopt a contrarian strategy and look for out-of-favour companies with the potential to turn things around. Those who rely on this approach use various techniques to identify…

How to invest alongside the Rothschilds

How to invest alongside the Rothschilds

5 mins. to read

RIT Capital Partners (LON:RCP), the highly regarded investment trust chaired by Lord Rothschild, has recently released its annual results for 2016 and confirmed that it is maintaining its defensive positioning. The £2.9bn fund began life as the Rothschild Investment Trust and was set up to manage part of the wealth of the UK branch of…

Buying opportunity for CATCo Reinsurance Opportunities

Buying opportunity for CATCo Reinsurance Opportunities

5 mins. to read

We all know that we should aim for a well-diversified portfolio, but that is easier said than done given the high correlations between most of the main asset classes. The tendency for different securities to move in unison is particularly acute during a sharp market sell-off, which is precisely when you need your more defensive…