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James Carthew ... (+3)
  • James Carthew
  • Matthew Read
  • Richard Williams

Standard Life Investments Property Income Trust

Standard Life Investments Property Income Trust’s (SLI’s) manager has tweaked its investment criteria, putting a greater emphasis on holding assets with strong environmental, social and governance (ESG) credentials (see page 10). These follow structural trends that have emerged during the COVID-19 pandemic. In the pursuit of durable income with growth potential, investments in higher-yielding, secondary assets have made way for newer, quality assets that the manager believes will meet future occ...

James Carthew
  • James Carthew
MATE JPMorgan Multi ... (Financial Services)

JPMorgan Multi-Asset Growth & Income - New policy bearing fruit

There are many investors looking for high and growing income and a modest level of capital growth. JPMorgan Multi-Asset Growth & Income (MATE), with a portfolio diversified across a range of different asset classes, was designed with this in mind.MATE was established about three and a half years ago. As the trust approached its third anniversary, the board took stock. The long-term performance objective of 6% per annum total returns on average over five years seemed to be on track. However, the ...

MATE JPMORGAN MULTI ASSET TRUST (Financial Services)
James Carthew
  • James Carthew
THRG Blackrock Throg... (Financial Services)

Confidence rewarded

In mid-December 2020, when we last published a note on BlackRock Throgmorton Trust (THRG), its manager Dan Whitestone said he was genuinely excited about the prospects for the stocks in its portfolio. That enthusiasm has been vindicated and the many investors that have embraced the trust over the past year have been well-rewarded.Dan highlights the breadth of opportunity afforded by the stocks in THRG’s portfolio. His confidence in the outlook for these companies is undimmed and, reflecting this...

THRG BLACKROCK THROGMORTON TRUST (Financial Services)
James Carthew ... (+3)
  • James Carthew
  • Matthew Read
  • Richard Williams

Aberdeen Standard European Logistics Income – Handbrake off in growth ...

Aberdeen Standard European Logistics Income’s (ASLI’s) manager has taken a prudent approach to growing the fund thus far, taking a little-and-often capital raise strategy to improve the quality of the portfolio. However, it now proposes a £75m placing to acquire assets from an identified investment pipeline worth €165m and take advantage of the structural tailwinds behind the logistics sector.

Matthew Read
  • Matthew Read

Standard Life Private Equity Trust

We held the view throughout 2020 that private equity funds like Standard Life Private Equity (SLPE) were being unfairly penalised by the market with wide discounts to net asset value (NAV). This was especially true once it became clearer, from the middle of 2020 onwards, that distributions were likely to be good, and relatively few underlying companies required liquidity support.Since November, European-listed private equity has been outperforming broader global listed equities. However, until r...

James Carthew ... (+3)
  • James Carthew
  • Matthew Read
  • Richard Williams

Standard Life Investments Property Income Trust

Standard Life Investments Property Income Trust’s (SLI’s) manager has tweaked its investment criteria, putting a greater emphasis on holding assets with strong environmental, social and governance (ESG) credentials (see page 10). These follow structural trends that have emerged during the COVID-19 pandemic. In the pursuit of durable income with growth potential, investments in higher-yielding, secondary assets have made way for newer, quality assets that the manager believes will meet future occ...

James Carthew
  • James Carthew
MATE JPMorgan Multi ... (Financial Services)

JPMorgan Multi-Asset Growth & Income - New policy bearing fruit

There are many investors looking for high and growing income and a modest level of capital growth. JPMorgan Multi-Asset Growth & Income (MATE), with a portfolio diversified across a range of different asset classes, was designed with this in mind.MATE was established about three and a half years ago. As the trust approached its third anniversary, the board took stock. The long-term performance objective of 6% per annum total returns on average over five years seemed to be on track. However, the ...

MATE JPMORGAN MULTI ASSET TRUST (Financial Services)
James Carthew
  • James Carthew
THRG Blackrock Throg... (Financial Services)

Confidence rewarded

In mid-December 2020, when we last published a note on BlackRock Throgmorton Trust (THRG), its manager Dan Whitestone said he was genuinely excited about the prospects for the stocks in its portfolio. That enthusiasm has been vindicated and the many investors that have embraced the trust over the past year have been well-rewarded.Dan highlights the breadth of opportunity afforded by the stocks in THRG’s portfolio. His confidence in the outlook for these companies is undimmed and, reflecting this...

THRG BLACKROCK THROGMORTON TRUST (Financial Services)
James Carthew ... (+3)
  • James Carthew
  • Matthew Read
  • Richard Williams

Aberdeen Standard European Logistics Income – Handbrake off in growth ...

Aberdeen Standard European Logistics Income’s (ASLI’s) manager has taken a prudent approach to growing the fund thus far, taking a little-and-often capital raise strategy to improve the quality of the portfolio. However, it now proposes a £75m placing to acquire assets from an identified investment pipeline worth €165m and take advantage of the structural tailwinds behind the logistics sector.

Matthew Read
  • Matthew Read

Standard Life Private Equity Trust

We held the view throughout 2020 that private equity funds like Standard Life Private Equity (SLPE) were being unfairly penalised by the market with wide discounts to net asset value (NAV). This was especially true once it became clearer, from the middle of 2020 onwards, that distributions were likely to be good, and relatively few underlying companies required liquidity support.Since November, European-listed private equity has been outperforming broader global listed equities. However, until r...

James Carthew ... (+3)
  • James Carthew
  • Matthew Read
  • Richard Williams

Standard Life Investments Property Income Trust

Standard Life Investments Property Income Trust’s (SLI’s) manager has tweaked its investment criteria, putting a greater emphasis on holding assets with strong environmental, social and governance (ESG) credentials (see page 10). These follow structural trends that have emerged during the COVID-19 pandemic. In the pursuit of durable income with growth potential, investments in higher-yielding, secondary assets have made way for newer, quality assets that the manager believes will meet future occ...

James Carthew
  • James Carthew
MATE JPMorgan Multi ... (Financial Services)

JPMorgan Multi-Asset Growth & Income - New policy bearing fruit

There are many investors looking for high and growing income and a modest level of capital growth. JPMorgan Multi-Asset Growth & Income (MATE), with a portfolio diversified across a range of different asset classes, was designed with this in mind.MATE was established about three and a half years ago. As the trust approached its third anniversary, the board took stock. The long-term performance objective of 6% per annum total returns on average over five years seemed to be on track. However, the ...

MATE JPMORGAN MULTI ASSET TRUST (Financial Services)
James Carthew
  • James Carthew
THRG Blackrock Throg... (Financial Services)

Confidence rewarded

In mid-December 2020, when we last published a note on BlackRock Throgmorton Trust (THRG), its manager Dan Whitestone said he was genuinely excited about the prospects for the stocks in its portfolio. That enthusiasm has been vindicated and the many investors that have embraced the trust over the past year have been well-rewarded.Dan highlights the breadth of opportunity afforded by the stocks in THRG’s portfolio. His confidence in the outlook for these companies is undimmed and, reflecting this...

THRG BLACKROCK THROGMORTON TRUST (Financial Services)
James Carthew ... (+3)
  • James Carthew
  • Matthew Read
  • Richard Williams

Aberdeen Standard European Logistics Income – Handbrake off in growth ...

Aberdeen Standard European Logistics Income’s (ASLI’s) manager has taken a prudent approach to growing the fund thus far, taking a little-and-often capital raise strategy to improve the quality of the portfolio. However, it now proposes a £75m placing to acquire assets from an identified investment pipeline worth €165m and take advantage of the structural tailwinds behind the logistics sector.

Matthew Read
  • Matthew Read

Standard Life Private Equity Trust

We held the view throughout 2020 that private equity funds like Standard Life Private Equity (SLPE) were being unfairly penalised by the market with wide discounts to net asset value (NAV). This was especially true once it became clearer, from the middle of 2020 onwards, that distributions were likely to be good, and relatively few underlying companies required liquidity support.Since November, European-listed private equity has been outperforming broader global listed equities. However, until r...

James Carthew ... (+3)
  • James Carthew
  • Matthew Read
  • Richard Williams

Standard Life Investments Property Income Trust

Standard Life Investments Property Income Trust’s (SLI’s) manager has tweaked its investment criteria, putting a greater emphasis on holding assets with strong environmental, social and governance (ESG) credentials (see page 10). These follow structural trends that have emerged during the COVID-19 pandemic. In the pursuit of durable income with growth potential, investments in higher-yielding, secondary assets have made way for newer, quality assets that the manager believes will meet future occ...

James Carthew
  • James Carthew
MATE JPMorgan Multi ... (Financial Services)

JPMorgan Multi-Asset Growth & Income - New policy bearing fruit

There are many investors looking for high and growing income and a modest level of capital growth. JPMorgan Multi-Asset Growth & Income (MATE), with a portfolio diversified across a range of different asset classes, was designed with this in mind.MATE was established about three and a half years ago. As the trust approached its third anniversary, the board took stock. The long-term performance objective of 6% per annum total returns on average over five years seemed to be on track. However, the ...

MATE JPMORGAN MULTI ASSET TRUST (Financial Services)
James Carthew
  • James Carthew
THRG Blackrock Throg... (Financial Services)

Confidence rewarded

In mid-December 2020, when we last published a note on BlackRock Throgmorton Trust (THRG), its manager Dan Whitestone said he was genuinely excited about the prospects for the stocks in its portfolio. That enthusiasm has been vindicated and the many investors that have embraced the trust over the past year have been well-rewarded.Dan highlights the breadth of opportunity afforded by the stocks in THRG’s portfolio. His confidence in the outlook for these companies is undimmed and, reflecting this...

THRG BLACKROCK THROGMORTON TRUST (Financial Services)
James Carthew ... (+3)
  • James Carthew
  • Matthew Read
  • Richard Williams

Aberdeen Standard European Logistics Income – Handbrake off in growth ...

Aberdeen Standard European Logistics Income’s (ASLI’s) manager has taken a prudent approach to growing the fund thus far, taking a little-and-often capital raise strategy to improve the quality of the portfolio. However, it now proposes a £75m placing to acquire assets from an identified investment pipeline worth €165m and take advantage of the structural tailwinds behind the logistics sector.

Matthew Read
  • Matthew Read

Standard Life Private Equity Trust

We held the view throughout 2020 that private equity funds like Standard Life Private Equity (SLPE) were being unfairly penalised by the market with wide discounts to net asset value (NAV). This was especially true once it became clearer, from the middle of 2020 onwards, that distributions were likely to be good, and relatively few underlying companies required liquidity support.Since November, European-listed private equity has been outperforming broader global listed equities. However, until r...

James Carthew ... (+3)
  • James Carthew
  • Matthew Read
  • Richard Williams

Standard Life Investments Property Income Trust

Standard Life Investments Property Income Trust’s (SLI’s) manager has tweaked its investment criteria, putting a greater emphasis on holding assets with strong environmental, social and governance (ESG) credentials (see page 10). These follow structural trends that have emerged during the COVID-19 pandemic. In the pursuit of durable income with growth potential, investments in higher-yielding, secondary assets have made way for newer, quality assets that the manager believes will meet future occ...

James Carthew
  • James Carthew
MATE JPMorgan Multi ... (Financial Services)

JPMorgan Multi-Asset Growth & Income - New policy bearing fruit

There are many investors looking for high and growing income and a modest level of capital growth. JPMorgan Multi-Asset Growth & Income (MATE), with a portfolio diversified across a range of different asset classes, was designed with this in mind.MATE was established about three and a half years ago. As the trust approached its third anniversary, the board took stock. The long-term performance objective of 6% per annum total returns on average over five years seemed to be on track. However, the ...

MATE JPMORGAN MULTI ASSET TRUST (Financial Services)
James Carthew
  • James Carthew
THRG Blackrock Throg... (Financial Services)

Confidence rewarded

In mid-December 2020, when we last published a note on BlackRock Throgmorton Trust (THRG), its manager Dan Whitestone said he was genuinely excited about the prospects for the stocks in its portfolio. That enthusiasm has been vindicated and the many investors that have embraced the trust over the past year have been well-rewarded.Dan highlights the breadth of opportunity afforded by the stocks in THRG’s portfolio. His confidence in the outlook for these companies is undimmed and, reflecting this...

THRG BLACKROCK THROGMORTON TRUST (Financial Services)
James Carthew ... (+3)
  • James Carthew
  • Matthew Read
  • Richard Williams

Aberdeen Standard European Logistics Income – Handbrake off in growth ...

Aberdeen Standard European Logistics Income’s (ASLI’s) manager has taken a prudent approach to growing the fund thus far, taking a little-and-often capital raise strategy to improve the quality of the portfolio. However, it now proposes a £75m placing to acquire assets from an identified investment pipeline worth €165m and take advantage of the structural tailwinds behind the logistics sector.

Matthew Read
  • Matthew Read

Standard Life Private Equity Trust

We held the view throughout 2020 that private equity funds like Standard Life Private Equity (SLPE) were being unfairly penalised by the market with wide discounts to net asset value (NAV). This was especially true once it became clearer, from the middle of 2020 onwards, that distributions were likely to be good, and relatively few underlying companies required liquidity support.Since November, European-listed private equity has been outperforming broader global listed equities. However, until r...

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