QuotedData Retail - Investment Companies Roundup - February 2019

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QuotedData Retail

Investment Companies Roundup - February 2019

December’s sharp sell-off in technology and growth stocks reversed somewhat in January. This was good for funds such as Independent, Edinburgh Worldwide, BB Healthcare and Biotech Growth. Bargain hunting in UK equities helped Schroder UK Mid Cap, Aberdeen Smaller Companies Income and Chelverton UK capital.

">Dividend. The Brazilian government made positive comments about infrastructure spending. This was good news for Premier Global Infrastructure (which also benefited from a wider recovery in emerging markets) but other Latin American funds also did well. MedicX looks set to merge with Primary Healthcare Properties. Pershing Square announced a modest dividend. Majedie’s discount narrowed after it reminded shareholders that it had buyback powers (but didn’t use them). Baring Emerging Europe rose after Eastern European currencies strengthened.

22/02/2019 7 EN

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Investment Companies Roundup - February 2019

Oakley Capital Investments – Southern Europe strategy plays to strengths

Vietnam Holding – Back this horse

Fidelity Emerging Markets – The long and short of emerging markets

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