devonplay
14 Jul 2018
Aberdeen Asian Income could offer cheap income and growth I was, I posted on the wrong Board! Mainly because I wanted to have a look at the Latin Income. DL
Greyinvestor
14 Jul 2018
Aberdeen Asian Income could offer cheap income and growth Opps, I’ve just realised that this is the wrong board. I was talking about AAIF. Your fault Devon ?!
Greyinvestor
14 Jul 2018
Aberdeen Asian Income could offer cheap income and growth I have a very large mountain of these. I wish they’d stop buying their own shares back; they should leave the job to investors like us. All it does is shrink the fund, although it may improve EPS. I’ll keeep adding.
devonplay
12 Jul 2018
Aberdeen Asian Income could offer cheap income and growth Aberdeen Asian Income’s discount could narrow if changes improve its performance. Are IC calling this a buy? Bought a small amount recently, looked cheap. DL
devonplay
14 Jul 2017
Macro Environment This could be a good environment for Latin America.I'm not adding at the moment myself. Mainly because my holdingshave come along way.But, could this be the time for a golden ray of light to fall on Latin Assets?Nothing else in my portfolio is showing even the slightest tinge of red. Just some long term buys are under water. Could we go 10% from here? DL
tiltonboy
18 May 2017
Re: Unusual drop today .... [link]
Rober01
18 May 2017
Re: Unusual drop today .... The dollar is dropping. You do not think "Trump" antics might have something to do with that do you????
sage in the hills
18 May 2017
Unusual drop today .... ....especially when considering ALAI is buying its own shares ....or, is the drop the reason they are buying their own shares ? ...SAGE
devonplay
16 May 2015
IC Article on Russia & Brazil Best Brazil fundsMr Tan likes JPMorgan Brazil Investment Trust (JPB), the only retail investment trust with focused exposure to quoted Brazilian stocks.However, the fund has underperformed its index, the MSCI Brazil 10/10 index, and has posted negative returns for successive years. Mr Cockerill says he steers clear of JPB because of its size, at just £27.5m. He says: “It’s an interesting window into Brazil and the domestic market, but it’s not one that I would look at right now.” He says: “If we’re wrong about the Brazilian market, it could be pretty unpleasant and will be all the more unpleasant in a very small trust.”The majority of commentators prefer exposure to Brazil through a Latin American fund. Mr Yearsley says: “I would use a Latin American fund rather than a Brazil one as you will always get a large weighting to Brazil anyway.” The country makes up half of MSCI Latin America.He likes Aberdeen Latin American Income Trust (ALAI), which has a 56 per cent weighting to Brazil. “I topped this up recently,” he says. Mr McDermott also mentions ALAI “although it’s had a bad time recently”. The fund is trading at a wide discount of 9.97 compared with its 12-monthaverage discount of 9.41 per cent, but has been delivering negative returns for the past three years. In the year to date, it returned a fall of 2.75 per cent and in 2014 experienced a greater drop than JRS, at 9.31 per cent.- “I topped this up recently,” he says...so did I.DL
sage in the hills
18 Apr 2015
Reason for the fall The reason for the fall is that this is a Latin America fund, and Brazil has fallen big time , for various reasons.The yield at 6.5% is nice, so i am piling in money to lock into this yield.When Brazil and its currency turn around, so will the capital value here too.SAGE
jackiegirl
21 Feb 2015
Re: anyone here Agree about the dividend. Rather a strange IT in that just over half is in Fixed Interest which I assume (hope) provides some limit on the downside compared to if it were all in equities. Since this is just one IT in a diversified portfolio, I'm happy to hold for the long term and will probably add if it falls much further due to rebalancing needs.
fldc
04 Feb 2015
Re: anyone here Yep, but talking about the shape of the graph is just depressing... although not as bad as some of the other commodities based ITs. Just keep taking the dividend..
Rusty Jock
04 Feb 2015
Re: anyone here Yes we are here ! But there's not much to talk about here other than the quarterly dividend , and the recent loss in the share price.
glasgowboy
03 Feb 2015
anyone here anyone here
