The billion-pound commodities investment trust had a strong 2020 and is well-placed to continue to deliver excellent returns.
Funds and Investment Trusts
After years of underperformance, value funds are finally starting to catch up with their growth counterparts.
If it continues as many expect, the recent emerging-markets revival could herald a third major period of EM outperformance.
Listed hedge fund Pershing Square Holdings has protected its portfolio against the threat of higher Treasury yields caused by rising inflation.
Nick Sudbury looks at the prospects of commodity funds in the face of a coming wave of inflation.
Keystone Positive Change (LON: KPC), as it is now known, is a £228m investment trust that until recently had invested in UK equities under the management of Invesco Perpetual. They have since been replaced by Baillie Gifford, which has delivered some amazing returns for investors in the last few years, with the firm given a…
With dividends being resumed and the vaccination programme well underway, British income stocks could be on the verge of a fast recovery.
These new investment trusts hope to generate predictable and attractive returns from digital infrastructure.
Average investment trust discounts have narrowed considerably since the development of the various vaccines, but pockets of value remain.
Fund fees have been falling for years, but one fund manager has recently requested that an increase be put to shareholders, otherwise they have threatened to terminate their agreement.