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JPMorgan Global Growth & Income

EdisonTV | Investment Companies | 27/10/2017

Executive interview - JPMorgan Global Growth & Income

Launched in 1887, JPMorgan Global Growth & Income (LSE: JPGI) has undergone a period of change in the past 18 months, changing its name from JPMorgan Overseas and introducing a high distribution policy under which it pays out 4% of year-end NAV in equal quarterly instalments. However, its research-based, value-orientated investment process, seeking capital growth from a portfolio of global equities, remains unchanged. In this video, portfolio manager Jeroen Huysinga explains where he is currently finding value, why he sees particular opportunities in Europe, and how exposure to high-growth emerging markets can be achieved by investing in undervalued developed-market stocks, as well as explaining how JPGI’s new distribution policy has helped the trust substantially narrow its discount to NAV.

Executive interview - JPMorgan Global Growth & Income

Executive interview - JPMorgan Global Growth & Income

Launched in 1887, JPMorgan Global Growth & Income (LSE: JPGI) has undergone a period of change in the past 18 months, changing its name from JPMorgan Overseas and introducing a high distribution policy under which it pays out 4% of year-end NAV in equal quarterly instalments. However, its research-based, value-orientated investment process, seeking capital growth from a portfolio of global equities, remains unchanged. In this video, portfolio manager Jeroen Huysinga explains where he is currently finding value, why he sees particular opportunities in Europe, and how exposure to high-growth emerging markets can be achieved by investing in undervalued developed-market stocks, as well as explaining how JPGI’s new distribution policy has helped the trust substantially narrow its discount to NAV.
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27/10/2017 | JPMorgan Global Growth & Income

Executive interview - Securities Trust of Scotland

Executive interview - Securities Trust of Scotland

Securities Trust of Scotland (LSE:STS) was launched in 2005. It aims to provide rising income and long-term capital growth through a portfolio of global equities. Following the adoption of an unconstrained mandate, from 1 June 2016 the trust measures its performance versus the rolling three-year median return of open- and closed-ended peers, as well as an absolute target to produce real growth in revenue and cum-income NAV on a rolling five-year basis.
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18/09/2017 | Securities Trust of Scotland

Executive interview - Seneca Global Income & Growth Trust

Executive interview - Seneca Global Income & Growth Trust

Seneca Global Income & Growth Trust (LSE:SIGT) was launched in 2005 and adopts a ‘Multi-Asset Value Investing’ approach, aiming to generate income and capital growth with low volatility by investing in a multi-asset portfolio of equities, fixed income and specialist assets. Since January 2012, SIGT’s performance has been benchmarked against three-month Libor +3%. Annual dividends have increased each year since 2013. On 1 August 2016, SIGT adopted a discount control mechanism aiming to ensure that its share price trades very close to NAV.
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27/06/2017 | Seneca Global Income & Growth Trust

Vietnam Opportunity Fund (VOF)

Vietnam Opportunity Fund (VOF)

A conversation between Andy Ho and David Stevenson.
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12/06/2017 | VinaCapital Vietnam Opportunity Fund

Executive Interview - The Merchants Trust

Executive Interview - The Merchants Trust

Launched in 1889, The Merchants Trust (MRCH) has evolved throughout its history into an investment trust seeking a high and growing income from a portfolio of UK equities. It is managed by Simon Gergel, chief investment officer of UK equities at AllianzGI, and is both the largest and the oldest of the trusts managed by AllianzGI. MRCH is differentiated from peers in the UK Equity Income sector by using the FTSE 100 index as a performance benchmark; the trust currently has a slant towards some of the largest stocks in the index, although it also has c 37% of assets invested in companies outside the top 100. MRCH is one of the highest-yielding equity investment trusts and has a 34-year record of annual dividend growth.
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13/12/2016 | The Merchants Trust

Executive Interview - Seneca Global Income & Growth Trust

Executive Interview - Seneca Global Income & Growth Trust

Seneca Global Income & Growth Trust (LSE:SIGT) was launched in 2005 and adopts a ‘Multi-Asset Value Investing’ approach, aiming to generate income and capital growth with low volatility by investing in a multi-asset portfolio of equities, fixed income and specialist assets. Since January 2012, SIGT’s performance has been benchmarked against three-month Libor +3%. Annual dividends have increased each year since 2013. On 1 August 2016, SIGT adopted a discount control mechanism aiming to ensure that its share price trades very close to NAV.
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01/12/2016 | Seneca Global Income & Growth Trust

Executive Interview - The Brunner Investment trust

Executive Interview - The Brunner Investment trust

The Brunner Investment Trust (LSE: BUT) was created in 1927, initially to manage the wealth of the Brunner family, one of the founding families of industrial giant ICI. It invests in UK and overseas equities and is managed by Lucy Macdonald at Allianz Global Investors.
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01/12/2016 | Brunner Investment Trust (The)

Executive Interview - Middlefield Canadian Income

Executive Interview - Middlefield Canadian Income

Middlefield Canadian Income (LSE:MCT) was launched in 2006 aiming to provide a high level of sustainable dividends and long-term capital growth via investment primarily in Canadian and selected US equities. It is benchmarked against the S&P/TSX Composite High Dividend index in sterling terms and is a member of the FTSE All-Share index.
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30/11/2016 | Middlefield Canadian Income

Executive Interview - Martin Currie Global Portfolio Trust

Executive Interview - Martin Currie Global Portfolio Trust

Martin Currie Global Portfolio Trust (LSE: MNP) was launched in 1999 and employs a detailed, fundamental, bottom-up investment process to select a concentrated portfolio of global equities, aiming to outperform the total return of the benchmark FTSE World index. The trust has a progressive dividend policy; since launch, dividends have grown at an annualised rate of 7.2%. In 2013, MNP launched a zero discount policy aiming to ensure that its shares trade close to NAV.
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11/10/2016 | Martin Currie Global Portfolio Trust

Executive Interview - LPEQ

Executive Interview - LPEQ

Executive Interview - LPEQ
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10/10/2016 | LPEQ

Executive Interview - The Brunner Investment trust

Executive Interview - The Brunner Investment trust

The Brunner Investment Trust (LSE: BUT) was created in 1927, initially to manage the wealth of the Brunner family, one of the founding families of industrial giant ICI. It invests in UK and overseas equities and is managed by Lucy Macdonald at Allianz Global Investors. Its aim is to achieve long-term growth in capital and income. Dividends are paid quarterly and have risen year-on-year for 43 years. Over recent years the portfolio has become more concentrated, with c 80-85 stocks rather than 100+, and the focus on the UK has been reduced, a move reflected in the change in benchmark in 2008 from 60% UK/40% World ex-UK to a 50/50 split. The UK weighting has continued to fall and the board is exploring whether a new benchmark split would be more appropriate.
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26/07/2016 | Brunner Investment Trust (The)

Executive Interview - The Merchants Trust

Executive Interview - The Merchants Trust

Launched in 1889, The Merchants Trust (LSE: MRCH) has evolved throughout its history into an investment trust seeking a high and growing income from a portfolio of UK equities. It is managed by Simon Gergel, chief investment officer of UK equities at AllianzGI, and is both the largest and the oldest of the trusts managed by AllianzGI. MRCH is differentiated from peers in the UK Equity Income sector by using the FTSE 100 index as a performance benchmark; the trust currently has a slant towards some of the largest stocks in the index, although it also has c 35% of assets invested in companies outside the 100 largest. MRCH is one of the highest-yielding equity investment trusts and has a 34-year record of annual dividend growth.
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26/07/2016 | The Merchants Trust

Executive interview - Invesco Asia

Executive interview - Invesco Asia

Invesco Asia Trust (IAT) seeks capital appreciation from a portfolio of Asia Pacific ex-Japan stocks, diversified by sector and geography. Despite investor concerns about slowing growth in the region, and China in particular, the manager is finding attractive investment opportunities. IAT’s NAV has outperformed its benchmark over the short, medium and long term. In absolute terms, over 10 years both the NAV and share price have returned more than 10% pa. IAT has a 1.9% dividend yield, which compares favourably with its close peers.
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21/06/2016 | Invesco Asia Trust

Executive Interview - Richard Ramsay, Chairman of Seneca Global Income and Growth Investment Trust

Executive Interview - Richard Ramsay, Chairman of Seneca Global Income and Growth Investment Trust

Seneca Global Income & Growth Trust (LSE: SIGT) was founded as the Taverners Trust and managed by Aberdeen Asset Management, and became the Midas Income & Growth Trust in August 2005. In March 2014, the trust’s investment manager was purchased by Seneca Asset Managers Limited with the fund management business being renamed Seneca Investment Managers Limited (SIML); the trust itself was renamed Seneca Global Income & Growth Trust, highlighting its global mandate. SIGT aims to generate income and capital growth with low volatility by investing in a multi-asset portfolio of equities, fixed income and specialist assets. In January 2012, the board made a number of changes with a view to improving the trust’s future total returns.
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15/06/2016 | Seneca Global Income & Growth Trust

Executive Interview - Peter Elston & Alan Borrows, Fund Managers of Seneca Investment Managers Ltd.

Executive Interview - Peter Elston & Alan Borrows, Fund Managers of Seneca Investment Managers Ltd.

Seneca Global Income & Growth Trust (LSE: SIGT) was founded as the Taverners Trust and managed by Aberdeen Asset Management, and became the Midas Income & Growth Trust in August 2005. In March 2014, the trust’s investment manager was purchased by Seneca Asset Managers Limited with the fund management business being renamed Seneca Investment Managers Limited (SIML); the trust itself was renamed Seneca Global Income & Growth Trust, highlighting its global mandate. SIGT aims to generate income and capital growth with low volatility by investing in a multi-asset portfolio of equities, fixed income and specialist assets. In January 2012, the board made a number of changes with a view to improving the trust’s future total returns.
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15/06/2016 | Seneca Global Income & Growth Trust

Executive Interview - The Brunner Investment Trust

Executive Interview - The Brunner Investment Trust

The Brunner Investment Trust (LSE: BUT) was created in 1927, initially to manage the wealth of the Brunner family, one of the founding families of industrial giant ICI. It invests in UK and overseas equities and is managed by Lucy Macdonald and Jeremy Thomas at Allianz Global Investors. Its aim is to achieve long-term growth in capital and income. Dividends are paid quarterly and have risen year-on-year for 43 years. Over recent years the portfolio has become more concentrated, with c 80-85 stocks rather than 100+, and the focus on the UK has been reduced, a move reflected in the change in benchmark in 2008 from 60% UK/40% World ex UK to a 50/50 split. The UK weighting – currently around one-third of the portfolio – could fall further over time as the managers seek to diversify.
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11/05/2016 | Brunner Investment Trust (The)

Executive Interview - The Merchants Trust

Executive Interview - The Merchants Trust

Launched in 1889, The Merchants Trust (LSE: MRCH) has evolved throughout its history into an investment trust seeking a high and growing income from a portfolio of UK equities. It is managed by Simon Gergel, chief investment officer of UK equities at AllianzGI, and is both the largest and the oldest of the trusts managed by AllianzGI. MRCH is differentiated from peers in the UK Equity Income sector by using the FTSE 100 index as a performance benchmark; the trust currently has a slant towards some of the largest stocks in the index, although it also has c 35% of assets invested in companies outside the 100 largest. MRCH is one of the highest-yielding equity investment trusts and has a 34-year record of annual dividend growth.
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09/05/2016 | The Merchants Trust

Bitesize Briefings - JPMorgan Global Convertibles Income Fund

Bitesize Briefings - JPMorgan Global Convertibles Income Fund

In this two minute video Edison Analyst Sarah Godfrey discusses the main points of this review note on JPMorgan Global Convertibles Income Fund.
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02/05/2016 | JPMorgan Global Convertibles Income Fund

Bitesize Briefings - The Diverse Income Trust

Bitesize Briefings - The Diverse Income Trust

In this two minute video Edison Analyst Sarah Godfrey discusses the main points of this update note on The Diverse Income Trust.
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02/05/2016 | Diverse Income Trust (The)

Bitesize Briefings - BB Biotech

Bitesize Briefings - BB Biotech

In this two minute video Edison Analyst Sarah Godfrey discusses the main points of this review note on BB Biotech.
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02/05/2016 | BB Biotech

Executive Interview - The Brunner Investment Trust

Executive Interview - The Brunner Investment Trust

The Brunner Investment Trust (LSE.BUT) was created in 1927, initially to manage the wealth of the Brunner family, one of the founding families of industrial giant ICI. It invests in UK and overseas equities and is managed by Lucy Macdonald and Jeremy Thomas at Allianz Global Investors. Its aim is to achieve long-term growth in capital and income. Dividends are paid quarterly and have risen year-on-year for 43 years. Over recent years the portfolio has become more concentrated, with c 80-90 stocks rather than 100+ and the focus on the UK has been reduced, a move reflected in the change in benchmark in 2008 from 60% UK/40% world ex-UK to a 50/50 split. The UK weighting – currently just under 40% – could fall further over time as the managers seek to diversify.
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11/02/2016 | Brunner Investment Trust (The)