QuotedData’s investment companies roundup – July 2018 is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of June 2018. Kindly sponsored by Baillie Gifford. July Investment Companies Roundup Money raised and returned in June Newcomer...
Caledonia Mining - Discounted gold - Caledonia Mining (Caledonia) has had a good start to 2018 and its share price is up 22.5% year to date. Caledonia produced 56.1koz of gold during 2017, marginally beating its guidance for production of 54-56koz, despite suffering from electricity shortages and underground logistical issues...
India Capital Growth - A return to earnings growth 180626 IGC annual overview QD Earnings figures for the companies in India Capital Growth (IGC)’s portfolio are increasing as India puts the disruptive effects of demonetisation and the introduction of the Goods and Services Tax (GST) – both of which were...
Seneca Global Income & Growth - Cutting back on equities - Seneca Global Income & Growth Trust’s (SIGT’s) manager continues to expect a global recession in 2020, with a global bear market in equities in 2019. In anticipation, it laid out its strategy of gradually reducing the trust’s exposure to shares in...
Civitas Social Housing - Socially beneficial investing 180612 CSH Initiation QD In a world where investors want above-average, predictable, inflation-linked income; returns from an asset class whose values do not move in-line with equity markets; the ability to buy and sell easily; AND the chance to invest in a company...
Herald Investment Trust - From small acorns …. - Herald Investment Trust (HRI) provided very strong returns during 2017 (NAV and share-price total returns of 26.9% and 32.7% respectively) with positive contributions coming from all of its regional portfolios. During 2017, a significant proportion of HRI’s NAV performance came from...
QuotedData's Economic round up – June 2018 is a collation of recent insights on markets and economies taken from the comments made by chairmen 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...
QuotedData’s investment companies roundup – June 2018 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of May 2018. Kindly sponsored by Baillie Gifford. June Investment Companies Roundup The premium of biotech company,...
Aberdeen Emerging Markets - 10.6% a year for 20 years Aberdeen Emerging Markets (AEMC) will be 20 years old on 22 June 2018. This is no small feat; it has survived numerous crises in emerging markets (EM), the distortions of ‘hot money’ (where investors flood into, and later out of,...