Investment Trust Insider - Comment & Analysis
Trust Watch: Temple Bar back to ‘cheap’ as ‘value’ unloved
Alastair Mundy's UK equity income investment trust can't get out of the dog house but one top-performing listed smaller companies fund could see its discount disappear.
Ian Cowie: why I’m giving Master Mobius a miss
Despite my enthusiasm for emerging markets investment trusts, having held shares in this sector for more than 20 years, news of the return of Mark Mobius fills me with mixed emotions.
Henderson Smaller Cos defies Brexit fear after stellar year
Neil Hermon's trust has posted another strong year of performance and looks attractive with its shares stuck on an 11% discount to net asset value.
James Carthew: the problem with Syncona’s big premium
The UK’s largest listed life sciences fund is doing a great job but its shares look over valued on a 51% premium to net asset value given the amount of uninvested cash it could generate this year.
John Laing Infrastructure takes escape offered by opportunistic bid
(Update) Baillie Gifford and other investors are unhappy but analysts believe social infrastructure fund will back its acceptance of a £1.4 billion cash bid from Dalmore Capital and Equitix.
Ian Cowie: my son's investment trust foray has paid dividends
Giving your kids the financial facts of life could help them to avoid racking up excessive debt and to get on the property ladder later down the line.
James Carthew: classic closed-end chance in Cuban property
The forthcoming listing of London’s first Cuban property fund, Ceiba Investments, is a great example of the continuous evolution in investment companies.
Investment Trust Watch: Nick Train’s income rival goes cheap
Shares in Nick Train’s Finsbury Growth & Income take an unusual dip below asset value but it is their great rival in the UK Equity Income sector that is the bargain opportunity this week.
Ian Cowie: let’s hope VCTs aren’t the next ‘splits’ scandal!
A fall in dividends at two of his venture capital trusts has got our experienced investor worried.
Can Lazard World Trust avoid the chop with dividend hike?
The investment trust bargain hunter scraped through a continuation vote last year but hopes a second dividend hike and 6% yield will keep shareholders sweet at next month's ballot.