QuotedData Retail - QuotedData (QD) Investment Companies Roundup - February 2021

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QuotedData Retail

James Carthew

Investment Companies Roundup - February 2021

Performance – The year started where it left off, with growth in the ascendency, and China-focused strategies continuing their ascent. China is coming out of the pandemic in a stronger position and its domestic equity market has been flourishing. The three country-specialist funds (Baillie Gifford China Growth, Fidelity China Special Situations, JPMorgan China Growth and Income) all benefitted while Pacific Horizon made its now customary appearance in the ‘winners’ section.

Discounts/premiums – While JPMorgan Global Core Real Assets moved to a discount over January, the shares were up sharply in early February after it called a further $35.5m of its committed capital, earmarked for investment into industrial/logistics assets. It also announced that its C share will be progressed before the summer.

Money in and out – Fundraising was predictably quiet (VH Global Sustainable Energy Opportunities didn’t start trading until February). More funds are trying to launch, but amongst the existing cohort, Smithson led the way.

Major news stories – Foresight Solar wants a mandate expansion to invest in battery storage

12/02/2021 EN

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James Carthew

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Investment Companies Roundup - February 2021

Real Estate Roundup - May 2021

Economic & Political Roundup - May 2021

Investment Companies Roundup - May 2021

Vietnam Holding Limited – Cheap stocks, bold reforms, big ambitions

Montanaro UK Smaller Companies – High growth, bigger yield

GCP Infrastructure – Consolidate and capitalise

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