QuotedData Retail - QuotedData (QD) Investment Companies - Annual Review 2020

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QuotedData Retail

Investment Companies - Annual Review 2020

It was the year that nobody will forget. Industries re-shaped, many of them probably permanently, a change of leadership in the US, and finally a remarkable feat of human ingenuity in the roll-out of several vaccines by the year-end, are just some of the many themes touched on by managers and chairs in this final monthly roundup of 2020.

22/01/2021 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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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...

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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.

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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.

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Investment Companies - Annual Review 2020

Real Estate Roundup - May 2021

Economic & Political Roundup - May 2021

Investment Companies Roundup - May 2021

HSBC Multi Factor Worldwide Equity UCITS ETF – Global equity exposure with a little extra juice

Oakley Capital Investments – Southern Europe strategy plays to strengths

Vietnam Holding – Back this horse

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