Funds and Investment Trusts

The new fund that invests in fast growing UK Fintech

The new fund that invests in fast growing UK Fintech

2 mins. to read

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 absolute return fund that is shorting Tesla
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The absolute return fund that is shorting Tesla

2 mins. to read

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…

Skin in the game

Skin in the game

2 mins. to read

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…

The out-of-favour fund that is paying a 12.5% yield

The out-of-favour fund that is paying a 12.5% yield

2 mins. to read

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…

Would you trust Putin with your money?
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Would you trust Putin with your money?

3 mins. to read

The dreadful nerve agent attack on the former Russian spy Sergei Skripal and his daughter Yulia in Salisbury on March 4thwas a shocking example of how far president Putin is willing to go to satisfy old scores. His subsequent unwillingness to stop the Syrian government’s use of chemical weapons virtually guaranteed a military response. Missile…

Three overseas funds to diversify your income

Three overseas funds to diversify your income

2 mins. to read

Investors who want to generate a rising level of income will normally allocate a significant part of their portfolio to funds operating in the UK Equity Income sector. These have delivered strong historic returns, but in many cases the underlying dividends are looking increasingly stretched. Recent research by Kepler Trust Intelligence found that just under…

Don’t lose your balance

Don’t lose your balance

3 mins. to read

There are many different factors to take into account when deciding which funds to invest in, but the main determinant of your overall return will almost certainly be your asset allocation. The proportion of your portfolio that you have in each of the different markets will often dictate your performance and this was certainly the…

Three low volatility funds to protect your portfolio

Three low volatility funds to protect your portfolio

2 mins. to read

Last week was another volatile one for investors with the main equity indices experiencing further sharp falls. Those who are uncomfortable with this may want to move part of their portfolio into low volatility funds that invest in different asset classes in an effort to produce steady returns in all market conditions. One such is…

New infrastructure fund provides global diversification

New infrastructure fund provides global diversification

2 mins. to read

Infrastructure investment trusts have the potential to deliver steady, inflation beating returns, but most are heavily biased towards UK-based assets that are dependent on the local economy and political zeitgeist. When Global Diversified Infrastructure (LON: GDIV) floats on the London Stock Exchange later this month it will provide exposure to a number of different countries…