Report
James Carthew

Investment Companies Roundup - October 2020

Performance – Japanese funds shone brightest over a month where the hitherto technology-led rally took a pause. Biotech and healthcare funds continued to fare well, with the outcome of the US presidential election not expected to significantly affect healthcare policy.

Discounts/premiums – In price terms, BlackRock Income and Growth has been the second-best performing UK equity income fund, over the year to date.

Money in and out – The market for new issues returned with a vengeance, with several funds hoping to launch. They include Buffetology Smaller Companies, Home REIT, and Mailbox REIT.

Major news stories – Temple Bar appointed RWC Asset Management, while also confirming its decision to sticks with a value style

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QuotedData Retail
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Analysts
James Carthew

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