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Murray Income Trust

EdisonTV | Investment trusts | 08/02/2019

Bitesize briefing - Murray Income Trust

Murray Income Trust is a UK equity income investment trust whose manager, Aberdeen Standard Investments’ Charles Luke, seeks to achieve a high and growing income, along with capital growth. While mainly invested in UK equities, the trust may hold up to 20% of its portfolio overseas, in order to diversify sources of income and gain exposure to areas that are under-represented in the UK stock market. In this video, investment trusts analyst Sarah Godfrey presents an overview of Murray Income Trust, covering its investment process, which has been enhanced by the merger of Aberdeen Asset Management and Standard Life Investments in 2017, and the manager’s investment themes. She also looks at the trust’s performance record and discusses other factors such as its higher-than-average dividend yield and low ongoing charges. Read the full report.

Executive interview – Sealand Capital Galaxy

Executive interview – Sealand Capital Galaxy

Sealand Capital Galaxy is an investment company focused on the IT and digital sectors in the Asia Pacific region with high growth potential, and the company’s shares are traded on the main market of the London Stock Exchange.
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15/02/2019 | Sealand Capital Galaxy

Bitesize briefing - Murray Income Trust

Bitesize briefing - Murray Income Trust

Murray Income Trust is a UK equity income investment trust whose manager, Aberdeen Standard Investments’ Charles Luke, seeks to achieve a high and growing income, along with capital growth. While mainly invested in UK equities, the trust may hold up to 20% of its portfolio overseas, in order to diversify sources of income and gain exposure to areas that are under-represented in the UK stock market. In this video, investment trusts analyst Sarah Godfrey presents an overview of Murray Income Trust, covering its investment process, which has been enhanced by the merger of Aberdeen Asset Management and Standard Life Investments in 2017, and the manager’s investment themes. She also looks at the trust’s performance record and discusses other factors such as its higher-than-average dividend yield and low ongoing charges.
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08/02/2019 | Murray Income Trust

Tetragon

Tetragon

Tetragon Financial Group
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05/02/2019 | Tetragon Financial Group

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 July 2017, SIGT’s performance has been benchmarked against CPI +6%. 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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30/01/2019 | Seneca Global Income & Growth Trust

Bitesize briefing – Aberdeen Asian Income Fund

Bitesize briefing – Aberdeen Asian Income Fund

Aberdeen Asian Income Fund invests across Asia in quality companies offering attractive yields and the potential for capital and income growth. It may also hold a small number of fixed income securities. In this video, investment companies analyst Sarah Godfrey presents an overview of Aberdeen Asian Income Fund, covering its investment process, income focus, and the manager’s investment themes. She also looks at the trust’s performance record and discusses the factors contributing to its current discount to net asset value, which is wider than those of its close peers.
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20/12/2018 | Aberdeen Asian Income Fund

Executive interview - Seneca Global Income & Growth Trust

Executive interview - Seneca Global Income & Growth Trust

Seneca Global Income & Growth Trust (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 July 2017, SIGT’s performance has been benchmarked against CPI +6%. 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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25/10/2018 | Seneca Global Income & Growth Trust

Executive interview – Toscafund Asset Management

Executive interview – Toscafund Asset Management

Dr Savvas Savouri, chief economist at Toscafund, discusses issues affecting the current macro-economic climate including Brexit, China and president Trump. Toscafund Asset Management LLP, founded in 2000 by Martin Hughes, is a multi-asset fund management firm with approximately $4bn of assets under management. Dr Savouri’s discussion papers can be found here.
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16/10/2018 | Toscafund Asset Management

Bitesize briefing - Fidelity Japan Trust

Bitesize briefing - Fidelity Japan Trust

Fidelity Japan Trust (formerly Fidelity Japanese Values) is a Japan-focused investment trust whose manager, Fidelity’s Nicholas Price, invests across the size spectrum in Japanese equities offering growth at a reasonable price. In this video, investment companies analyst Sarah Godfrey presents an overview of Fidelity Japan Trust, covering its investment process, recent changes (including to the name and reference index), and the manager’s investment themes. She also looks at the trust’s performance record and discusses the factors contributing to its current wider-than-average discount to net asset value.
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01/10/2018 | Fidelity Japan Trust

Fund Manager interview - Alex Gunz, Heptagon Capital

Fund Manager interview - Alex Gunz, Heptagon Capital

Alex Gunz co-manages the Heptagon Future Trends Equity Fund. Launched in 2016, the Fund is a daily-traded, unlevered UCITS fund registered in Dublin and is Heptagon’s third in-house fund under its UCITS umbrella. The Fund invests in businesses exposed to long-term future trends, which are characterised by their exponential growth potential, the increased efficiency they bring and their inherently disruptive potential. Detailed proprietary research supports all of the investments made in the Fund.
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25/06/2018 | Heptagon

Fund manager interview - Rosemary Banyard

Fund manager interview - Rosemary Banyard

Rosemary Banyard launched the CFP Sanford DeLand Free Spirit Fund in January 2017. In this interview she gives an overview of the fund, her investment process, examples of the kind of stocks she likes to hold and shares her views on the issues that management of listed companies should be considering in light of MiFID II.
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24/04/2018 |

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 July 2017, SIGT’s performance has been benchmarked against CPI +6%. 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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01/03/2018 | Seneca Global Income & Growth Trust

Executive interview - Canadian General Investments

Executive interview - Canadian General Investments

Canadian General Investments (LSE:CGI and TSE:CGI) was launched in 1930, it is North America’s second-oldest closed-end fund. Since 1956, it has been managed by Morgan Meighen & Associates. Portfolio manager Greg Eckel invests with a medium- to long-term outlook in a broad selection of primarily Canadian equities, aiming to outperform the total return of the benchmark S&P/TSX Composite Index. CGI has a favourable tax status, but to maintain this, the trust is unable to repurchase its shares to help manage the share price discount to net asset value. CGI has followed a levered strategy since 1998 and more than 50% of its shares are held by related parties.
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14/02/2018 | Canadian General Investments

Executive interview - Tetragon Financial Management

Executive interview - Tetragon Financial Management

Tetragon Financial Group’s investment objective is to generate distributable income and capital appreciation, aiming to provide stable returns to investors across various credit, equity, interest rate, inflation and real estate cycles. The investment portfolio comprises a broad range of assets, including a diversified alternative asset management business, TFG Asset Management, and covers bank loans, real estate, equities, credit, convertible bonds and infrastructure. In this video, Tetragon co-founder and director Paddy Dear provides an overview of TFG Asset Management and explains how it fits into Tetragon’s investment portfolio. Tetragon is scheduled to publish its end-December 2017 monthly factsheet today, providing updated key performance metrics and portfolio analysis.
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31/01/2018 | Tetragon Financial Group

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

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 - 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 | LPeC