reports
Artemis Alpha Trust: 2 directors
Two Directors at Artemis Alpha Trust sold/bought 115,939 shares at between 365p and 366p. The significance rating of the trade was 60/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over th...
Law Debenture Corp: 1 director
A director at Law Debenture Corp bought 16,671 shares at 895p and the significance rating of the trade was 78/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly...
Schroder Uk Mid Cap Fund: 1 director
A director at Schroder Uk Mid Cap Fund bought 8,500 shares at 619p and the significance rating of the trade was 69/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years cl...
- Pedro Fonseca
The Merchants Trust - Termination of coverage
Edison Investment Research is terminating coverage on Oxford Cannabinoid Technologies (OCTP), Britvic (BVIC), Ultimovacs (ULTI), DFR Gold (DFR), The Merchants Trust (MRCH), PB Holding (PBH) and Biodexa Pharmaceuticals (BDRX). Please note you should no longer rely on any previous research or estimates for this company. All forecasts should now be considered redundant. Previously published reports can still be accessed via our website.
Edison issues update on The Merchants Trust (MRCH): Celebrating its 13...
Edison Investment Research Limited Edison issues update on The Merchants Trust (MRCH): Celebrating its 135th anniversary 30-Apr-2024 / 10:03 GMT/BST The issuer is solely responsible for the content of this announcement. London, UK, 30 April 2024 Edison issues update on The Merchants Trust (MRCH): Celebrating its 135th anniversary The Merchants Trust’s (MRCH’s) manager, Simon Gergel at Allianz Global investors, is very excited about the number of reasonably priced opportunities available in the UK market. Also, good income generation from the trust’s portfolio of high-qual...
- Pedro Fonseca
The Merchants Trust - Celebrating its 135th anniversary
The Merchants Trust’s (MRCH’s) manager, Simon Gergel at Allianz Global investors, is very excited about the number of reasonably priced opportunities available in the UK market. Also, good income generation from the trust’s portfolio of high-quality companies with robust fundamentals enabled MRCH to record another consecutive dividend increase in FY24; it now has a 42-year track record. The trust’s attractive 5.1% dividend yield is one of the highest in the 19-strong AIC UK Equity Income sector ...
Edison issues review on The Law Debenture Corporation (LWDB): One plus...
Edison Investment Research Limited Edison issues review on The Law Debenture Corporation (LWDB): One plus one equals three 29-Feb-2024 / 11:27 GMT/BST The issuer is solely responsible for the content of this announcement. London, UK, 29 Februar 2024 Edison issues review on The Law Debenture Corporation (LWDB): One plus one equals three FY23 results for The Law Debenture Corporation (LWDB) show this well-proven, rare combination of a UK investment trust and the cash-generative professional services operating business (IPS) continuing to generate strong results. Performance...
- Pedro Fonseca
The Law Debenture Corporation - One plus one equals three
FY23 results for The Law Debenture Corporation (LWDB) show this well-proven, rare combination of a UK investment trust and the cash-generative professional services operating business (IPS) continuing to generate strong results. Performance was ahead of the broad UK equity market benchmark, within which IPS growth was just above the upper end of its mid- to high-single digit growth target and DPS was increased by 4.9%. The results build on LWDB’s long-term record of outperformance versus the ben...
Edison issues review on The Merchants Trust (MRCH): UK equity valuatio...
Edison Investment Research Limited Edison issues review on The Merchants Trust (MRCH): UK equity valuations providing many opportunities 15-Dec-2023 / 09:19 GMT/BST The issuer is solely responsible for the content of this announcement. London, UK, 15 December 2023 Edison issues review on The Merchants Trust (MRCH): UK equity valuations providing many opportunities The Merchants Trust (MRCH) manager, Simon Gergel at Allianz Global Investors, has been at the helm for the last 17 years during a variety of market environments. He has remained true to his investment process, s...
- Pedro Fonseca
The Merchants Trust - UK equity valuations providing many opportunitie...
The Merchants Trust (MRCH) manager, Simon Gergel at Allianz Global Investors, has been at the helm for the last 17 years during a variety of market environments. He has remained true to his investment process, seeking high-quality companies with solid fundamentals that are trading on reasonable valuations. The manager is very encouraged by the current valuation backdrop as, in aggregate, the UK market is trading at the low end of its 20-year range and within the market there is a wide dispersion...
- Pedro Fonseca
The Merchants Trust - UK market is ‘a stock picker’s dream’
The Merchants Trust (MRCH) has been managed by Simon Gergel at Allianz Global Investors for the last 17 years. He describes the valuation backdrop in the UK market as ‘a stock picker’s dream’, as in aggregate, UK stocks are trading at the low end of their 20-year range, and company valuations vary significantly, thereby affording the manager opportunities to identify reasonably priced businesses that have strong fundamentals and are operating in industries with favourable dynamics. Gergel’s stra...
- Keith Hiscock
- Mark Thomas
- Martin Hall
- Mike Foster
The Hardman & Co Monthly: September 2023
Feature article: Equity Income – UK or Global? Should investors widen their horizons? Introduction: ► The UK Equity Income sector (UKEI) is the fourth-largest investment company (IC) sector in the Association of Investment Companies’ (AIC) universe, with £12.5bn of assets (as at August 2023), and is the traditional home for investors looking for income in the equity market. ► The UKEI not only provides investors with a better dividend yield than the ge...
DIVI DIVERSE INCOME TRUST
ARBB ARBUTHNOT BANKING GROUP
AVO ADVANCED ONCOTHERAPY
LWDB LAW DEBENTURE CORP. PLC
RECI REAL ESTATE CREDIT INVESTMENTS
CTY CITY OF LONDON INVESTMENT TRUST PLC
EDIN EDINBURGH INVESTMENT TRUST PLC
DIG DUNEDIN INCOME GROWTH INVESTMENT TRUST PLC
JCH JPMORGAN CLAVERHOUSE IT
BCI BMO CAPITAL & INCOME INVESTMENT TRUST
TIGT TROY INCOME & GROWTH TRUST
PIN PANTHEON INTERNATIONAL
SDV CHELVERTON UK DIVIDEND TRUST
SCF SCHRODER INCOME GROWTH FUND PLC
SHRS SHIRES INCOME PLC
TMPL TEMPLE BAR INVESTMENT TRUST PLC
BRIG BLACKROCK INCOME AND GROWTH INVESTMENT TRUST
IVPU INVESCO PERPETUAL SELECT TRUST
VTAS VOLTA FINANCE (GBP)
STX SHIELD THERAPEUTICS
HAT H&T GROUP
APAX APAX GLOBAL ALPHA
ICGT ICG ENTERPRISE TRUST
BHI BMO UK HIGH INCOME TRUST (A)
LWI LOWLAND INVESTMENT COMPANY P L C
- Keith Hiscock
Hardman & Co Insight: Equity Income – UK or Global? Should investors w...
Introduction ► The UK Equity Income sector (UKEI) is the fourth-largest investment company (IC) sector in the Association of Investment Companies’ (AIC) universe, with £12.5bn of assets (as at August 2023), and is the traditional home for investors looking for income in the equity market. ► The UKEI not only provides investors with a better dividend yield than the general UK market, but also has a strong track record of dividend growth. Indeed, many funds feature on the AIC’s “dividend heroes”...
DIVI DIVERSE INCOME TRUST
LWDB LAW DEBENTURE CORP. PLC
CTY CITY OF LONDON INVESTMENT TRUST PLC
EDIN EDINBURGH INVESTMENT TRUST PLC
DIG DUNEDIN INCOME GROWTH INVESTMENT TRUST PLC
JCH JPMORGAN CLAVERHOUSE IT
BCI BMO CAPITAL & INCOME INVESTMENT TRUST
TIGT TROY INCOME & GROWTH TRUST
SDV CHELVERTON UK DIVIDEND TRUST
SCF SCHRODER INCOME GROWTH FUND PLC
SHRS SHIRES INCOME PLC
TMPL TEMPLE BAR INVESTMENT TRUST PLC
BRIG BLACKROCK INCOME AND GROWTH INVESTMENT TRUST
IVPU INVESCO PERPETUAL SELECT TRUST
BHI BMO UK HIGH INCOME TRUST (A)
LWI LOWLAND INVESTMENT COMPANY P L C
- Pedro Fonseca
The Law Debenture Corporation - Continuing to differentiate itself
The Law Debenture Corporation (LWDB) continued to successfully navigate challenging conditions in H123, growing its professional services business (IPS) in line with its mid to high single-digit target, while consolidating its strong, long-term performance record. This rare combination of a UK investment trust and the cash-generative IPS operating business has delivered outperformance of its broad UK equity benchmark over multiple periods with a strong record of dividend growth.
- Sarah Godfrey
UK Equities: Overlooked, oversold, and over here
In the past two years, investors have pulled £19.7bn out of open-ended UK equity funds – the equivalent of the entire market capitalisation of Tesco – with negative net sales in all but two of the past 24 months, and outflows of over £12bn in the last 12 months alone. UK equity valuations (measured on a forward P/E basis) are close to record discounts versus the US and are also historically low compared with European equities. Across the three AIC UK equity sectors, discounts to NAV stand at an ...
- Pedro Fonseca
The Merchants Trust - Higher dividends for the last 41 years
Simon Gergel at Allianz Global Investors has managed The Merchants Trust (MRCH) for the last 17 years. His disciplined fundamental investment process has proved to be a successful strategy as MRCH is ahead of its benchmark over the last one, three, five and 10 years. The trust’s NAV total returns also rank top out of 20 funds in the AIC UK Equity Income sector over the last three years. MRCH has a commendable dividend track record, having increased its annual payments for the last 41 consecutive...
Miton UK MicroCap Trust Plc: 1 director
A director at Miton UK MicroCap Trust Plc maiden bought 48,800 shares at 59p and the significance rating of the trade was 69/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last tw...
- Pedro Fonseca
The Law Debenture Corporation - Standing the test
In challenging conditions, The Law Debenture Corporation (LWDB) has reported robust 2022 results. IPS delivered its fifth consecutive year of growth, in line with its mid-to-high single-digit target. The extreme polarisation of equity market performance, with only a handful of large companies generating positive returns worked against the investment managers’ consistent, diversified, value-driven approach in 2022. Nonetheless, LWDB’s track record of outperformance over three, five and 10 years r...
- James Carthew
Economic and Political Monthly Roundup January 2023
A collation of recent insights on markets and economies taken from the comments made by chairs and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any of the companies mentioned.
STS SECURITIES TRUST OF SCOTLAND PLC
SIGT SENECA GLOBAL INCOME & GROWTH TRUST
ABD ABERDEEN NEW DAWN INVESTMENT TRUST PLC
SDP SCHRODER ASIA PACIFIC FUND PLC
FCSS FIDELITY CHINA SPECIAL SITUATIONS PLC
GCP GCP INFRASTRUCTURE INVESTMENTS LTD GBP
JII JPMORGAN INDIAN INV TRUST
ADIG ABERDEEN DIVERSIFIED INCOME AND GROWTH TRUST
JFJ JPMORGAN JAPANESE INV. TRUST
PCT POLAR CAPITAL TECHNOLOGY TRUST PLC
ANII ABERDEEN NEW INDIA INVESTMENT TRUST
SHRS SHIRES INCOME PLC
BEMO BARING EMERGING EUROPE PLC
EGL ECOFIN GLOBAL UTILITIES AND INFRASTRUCTURE TRUST
CSH CIVITAS SOCIAL HOUSING PLC
GSF GORE STREET ENERGY STORAGE FUND
EBOX TRITAX EUROBOX GBP
MLI INDUSTRIALS REIT LTD
SONG HIPGNOSIS SONGS FUND LTD
- James Carthew
Economic and Political Monthly Roundup January 2023
A collation of recent insights on markets and economies taken from the comments made by chairs and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any of the companies mentioned.
STS SECURITIES TRUST OF SCOTLAND PLC
SIGT SENECA GLOBAL INCOME & GROWTH TRUST
ABD ABERDEEN NEW DAWN INVESTMENT TRUST PLC
SDP SCHRODER ASIA PACIFIC FUND PLC
FCSS FIDELITY CHINA SPECIAL SITUATIONS PLC
GCP GCP INFRASTRUCTURE INVESTMENTS LTD GBP
JII JPMORGAN INDIAN INV TRUST
ADIG ABERDEEN DIVERSIFIED INCOME AND GROWTH TRUST
JFJ JPMORGAN JAPANESE INV. TRUST
PCT POLAR CAPITAL TECHNOLOGY TRUST PLC
ANII ABERDEEN NEW INDIA INVESTMENT TRUST
SHRS SHIRES INCOME PLC
BEMO BARING EMERGING EUROPE PLC
EGL ECOFIN GLOBAL UTILITIES AND INFRASTRUCTURE TRUST
CSH CIVITAS SOCIAL HOUSING PLC
GSF GORE STREET ENERGY STORAGE FUND
EBOX TRITAX EUROBOX GBP
MLI INDUSTRIALS REIT LTD
SONG HIPGNOSIS SONGS FUND LTD
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