freedom-thirty5
12 Dec 2017
Re: 80000 shares issued There we are.
freedom-thirty5
12 Dec 2017
80000 shares issued Over the last few days, at full value, amounting to approx £1.1m directly invested into the trust.I’d add a buy tag, but I can’t because this website hasn’t been messed up once again.
II Editor
13 Sep 2017
NEW ARTICLE: 10 most popular investment trusts - August 2017 "Emerging markets have enjoyed a spectacular recovery over the past 18 months or so, but remain cheap compared to developed markets.This is something users of our Interactive Investor's website have perhaps been taking note of, as an emerging ..."[link]
II Editor
22 Jun 2017
NEW ARTICLE: If you could invest in just one fund, what would it be? "A question we have been posing ourselves is if you could select just one equity fund, what would give you the best possible chance of receiving a decent risk-adjusted return?After much thought and considerable debate, a strong contender was a ..."[link]
Ripley94
28 May 2017
Re: Discount Thanks for pointing out the huge premium ( 40% ) in January of Lindsell train ,, interesting article in news below 26/05/2017 . A table of the most consistent IT over 10 years .
shabby 2 sox
14 Feb 2017
Re: Future stock split speculation I have held FCS since 2002 when the price was £1.57. For me FCS has done exceptionally well averaging an annual compound return of 16%.I am a fan of IT's but many income ones seem to be a variation of a similar theme all holding the same FTSE 100 dividend payers which is not great if you already hold these individually.Based on recent recommendations I have bought Witan for a more global exposure (at the expense of Murray International) and I am thinking also of Scottish IT, recently profiled in The Times Tempus.I would be interested to hear from other posters about their IT experiences and holdings as, to me, they seem an excellent way of securing long term investment growth.
freedom-thirty5
13 Feb 2017
Re: Future stock split speculation > What leads you to think FCS might do a stock split, and why is thsi of interest? Nothing. I just wondered if there was a stated policy on the matter.
holland44
20 Jan 2017
Re: Future stock split speculation What leads you to think FCS might do a stock split, and why is thsi of interest? I know Scottish Mortgage did a 5-for-1 split a couple of years ago, but from memory it didn't have a noticeable effect on the share price or affect the future performance of the shares.
holland44
20 Jan 2017
Re: Discount Premiums occur because people try and buy the best-performing trusts, or what appear to be from coverage in the press, marketing and the (backward-looking) statistics, and are prepared to pay a small premium for this, However some trusts such as Lindsell Train in the IT Global sector are on such huge premiums (40%), you have to question the sanity of anyone buying the shares, or perhaps there's something awry with the statistics.Smaller UK company stocks are on large discounts at the moment, due to the perceived risk from Brexit, but there are also lots of good-performing trusts too, such as HVPE, a US private equity trust that has achieved over 20% return every year for the last five years, but still sits on a 22% discount, which must have a lot to do with a lack of marketing here in the UK.
freedom-thirty5
20 Jan 2017
Future stock split speculation Does anyone here have any insight as to whether FCS might split it's shares in future, and at what price they might do so? I can't find any historical data on FCS stock splits.
marconiman
14 Oct 2016
Re: Discount I have been looking at ITs with a view to investing, and the majority of the funds on my shortlist have a discount, sometimes in double figures. There are a few funds that have huge premiums though (and I avoid these). There does not seem to be much rhyme or reason behind it.
freedom-thirty5
14 Oct 2016
Discount The bid price 1143 is about 5% discount to NAV right now, and the ask is about half that.Not much, but given the returns FCS has achieved over recent years, I'm surprised the discount to NAV exists at all.
II Editor
09 Sep 2016
NEW ARTICLE: August's 10 most-bought trusts "Terry Smith's LSE:FEET:Fundsmith Emerging Equities Trust was a popular choice in August among Interactive Investor users.The trust has entered the top 10 for the first time, taking fifth spot. Its previous best position was 11th, achieved in June ..."[link]
Rhigos
20 Aug 2016
6 month SP trend 32.6% pa Most of my share portfolio in individual companies but not practical for global smaller company exposure hence my substantial holding in FCS. Just been looking at relative performance of FCS. On an AER basis (spread sheet calculates equivalent annual compounded percentage rise using time held and percentage change in SP since purchased) it comes 5th out of 40. ARM is 4th and HLMA 1st. FCS purchased on 27 Feb 2013 has an AER of 12.8% pa a later purchase on 28 May 2015 is 9.7% pa for total return add another 0.9%. In this low inflation environment these are excellent returns. Risk is lower than with individual stocks by virtue of FCS's diversified holdings.
tejo
17 Aug 2015
Re: losing ground Well I just compared FCS against my holdings in Black Rock and JP Morgan smaller companies, both of which seemed to have been better performers of late. I just wonder if F and C are suffering from the CULs and their policy of issuing more shares when there is a small premium over the nav. They seem to have lost their previous momentum but the overall market is likely not helping. No strong feelings either way right now.
