QuotedData Retail - QuotedData (QD) Investment Companies Guide 2020

Report

QuotedData Retail

Investment Companies Guide 2020

The NEW QuotedData Investment Companies Guide (2nd Edition) has been released. Building on the success of last year’s publication and updated to reflect developments within the Investment Company sector, the Guide reaches over 100,000 self-directed investors and their advisers.

16/06/2020 44 EN

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QuotedData

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United Kingdom

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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.

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Other Reports on these Companies

QuotedData Professional

Real Estate Roundup - May 2021

Diversified property companies were the winners in April as progress in the UK’s vaccination programme and roadmap out of lockdown continued unabated. Six of the top 10 best performing companies in price terms were generalist REITs that had been trading on wide discounts. Top of the pile, however, was . The Central and Eastern European office landlord was the subject of a takeover offer by two of its largest shareholders in April. headed the list of generalist property companies with a 19.3% share price rise. Strong rent collection rates, a growing dividend and portfolio valuation rises chara...

May 11, 2021 May 11, 2021 EN

QuotedData Professional

Economic & Political Roundup - May 2021

While the past few months have been decidedly positive, April provided a stark reminder of the uphill battle that remains. India, in particular, is suffering terribly with COVID-19. In developed countries, where most of the vulnerable population has now been inoculated, normalcy appears within touching distance and many commentators are expecting consumer spending to return with a vengeance.

May 11, 2021 May 11, 2021 EN

QuotedData Professional

Investment Companies Roundup - May 2021

It was another strong month for commodity funds, which have led the way in market return terms so far this year (see the appendix section for a breakdown of how all the sectors have performed this year). Gold had a strong month, following a relatively subdued few months. UK smaller company funds remained very popular, with the ongoing success of the vaccine rollout emphasised by no apparent ill-effects, to date, from the re-opening measures carried out. Elsewhere, the very unfortunate spiralling in cases across India saw capital removed from that country.

May 11, 2021 May 11, 2021 EN

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...

59m 59m 12 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

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Investment Companies Guide 2020

Real Estate Roundup - May 2021

Economic & Political Roundup - May 2021

Investment Companies Roundup - May 2021

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

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