Report
James Carthew

Investment Companies Roundup – August 2020

Performance – Commodities and natural resources had the best month, led by the funds that invest in gold. The merits of infrastructure-based investments continue to look strong given the relative scarcity of equity income funds that have not been hit hard by the pandemic.

Discounts/premiums – The widening in Merian Chrysalis’s premium was share price led following the announcement that it had generated a significant return by partially realising its stake in TransferWise. The sale was the fund’s first since launching in late 2018.

Money in and out – HICL Infrastructure raised £120m, with £75m to be used to pay down its revolving credit facility and the rest used for growth.

Major news stories – Perpetual Income and Growth and Murray Income are set to merge

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QuotedData Retail
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. 

Analysts
James Carthew

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