QuotedData Retail - Investment Companies Guide 2018

Report

QuotedData Retail

Investment Companies Guide 2018

This guide is arranged in two parts. Part One is designed to give you all the basic information you need to start using investment companies. Part Two explains some of the more technical aspects of how they work.

20/03/2018 46 EN

Provider

QuotedData Retail

QuotedData you with provides access to research on Investment Companies, Investment Trusts and Mining companies. Our aim is to provide you all the information you might need to make your own investment decisions. We cannot offer you advice on your investments.

See profile

Other Reports from QuotedData Retail

David Batchelor

David Batchelor

Fidelity Emerging Markets – The long and short of emerging markets

Fidelity Emerging Markets Limited (FEML) gives investors access to a wide range of emerging market shares. The managers have a flexible approach, investing in companies of all sizes and spreading investments across different countries and sectors. A key feature is the use of both long and short positions, allowing the fund to benefit from opportunities in both strong and weaker companies. Performance has been strong over the past year, supported by favourable conditions for emerging markets. The discount to net asset value (NAV) has also narrowed, and there is potential for it to reduce fur...

February 6, 2026 February 6, 2026 30 EN

Global Opportunities Trust – Cash pile grows as valuations climb

Strong performance from Global Opportunities Trust’s equity portfolio drove solid NAV growth in 2025. Shareholders also benefited as the trust’s discount to NAV narrowed, though it remains wide. Noting higher valuations in the portfolio and broader market, the manager took profits and increased cash, leaving the trust ready to act if markets fall. The trust is no longer self-managed, which should allow greater flexibility with the use of both gearing and derivatives. Currently, the manager sees opportunities in mid-cap companies with unique valuation drivers and low sensitivity to the ec...

January 30, 2026 January 30, 2026 12 EN

Richard Williams

Richard Williams

Lindsell Train Investment Trust – Durability in times of volatility

Market volatility at the start of 2025 – brought about by tariff uncertainty and the release of the Chinese AI model DeepSeek – provided an interesting snapshot into the potential performance of the companies that Lindsell Train Investment Trust (LTI) and its manager, Lindsell Train Limited (LTL), invest in during times of market stress. The durability and resilient cash flows, which are hallmarks of LTL investments, proved popular with investors, with many holdings recording large share price gains in the first few months of the year – counter to the wider market. Others did not do quite a...

September 25, 2025 September 25, 2025 EN

Sign-up for free to access full reports immediately

Email Address*

Choose Password* ( 6 or more characters )

Due to regulatory restrictions regarding the distribution of financial research, this report is restricted to a specific region or investor type. Get access to exclusive reports by answering the questions below.

Select your country*

Get financial insights straight to your inbox

By clicking "register" you accept the Terms and Conditions & Privacy Policy

Already on ResearchPool?

Almost there...

Are you a professional investor?

Select your country

REGISTER

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

In order to access this report please create an account.

LOGIN

Investment Companies Guide 2018

Fidelity Emerging Markets – The long and short of emerging markets

Global Opportunities Trust – Cash pile grows as valuations climb

Lindsell Train Investment Trust – Durability in times of volatility

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

Sign-up for free to access full reports immediately

ResearchPool Subscriptions

Get the most out of your insights

Why subscribe?

How to subscribe

ResearchPool Subscriptions

This report is only available to subscribers

Why subscribe?

How to subscribe