II Editor
19 Mar 2018
NEW ARTICLE: Foreign & Colonial: Q&A with star manager Paul Niven "After 150 years in the investment game, Foreign & Colonial knows a thing or two about generating returns for investors. F&C fund manager Paul Niven answers our questions.Has the investment strategy changed in recent years?In 2013, we decided to ..."[link]
II Editor
14 Feb 2018
NEW ARTICLE: Top 10 most popular investment trusts - January 2018 "Once again, LSE:SMT:Scottish Mortgage IT has kept its position as the most popular investment trust among users of Interactive Investor.Baillie Gifford's two Japan-focused investment trusts have also continued to prove popular. LSE:BGS:Baillie ..."[link]
II Editor
10 Aug 2017
NEW ARTICLE: Top 10 most popular investment trusts - July 2017 "For the first time in a while there's been a shake-up in our top 10 investment trust league table, which keeps tabs each month on the most popular trusts among Interactive Investor clients.The new entries - LSE:FCS:F&C Global Smaller Companies ..."[link]
II Editor
23 Mar 2017
NEW ARTICLE: Investment trusts: The basics and 10 trusts to buy and hold "Investment trusts have been around for almost 150 years, but they still divide opinion among investors. While those in favour point to an impressive track record of delivering returns, others argue they're not always the cheapest fund options and ..."[link]
Stepenwolf
10 Mar 2017
Re: Results and Low Gearing No worries - performance not too shabby either : [link]
stout-hart
09 Mar 2017
Re: Results and Low Gearing Apologies to allI misread the results statement, which stated gearing contributed 0.2% to performance. I had read that as the actual level of gearing. Must be more careful.
Stepenwolf
09 Mar 2017
Re: Results and Low Gearing Hi PercentageagainThanks fir that clarification- only 1% different Have I got it wrong when reading performance comparisons that F&C are ahead of the sector average over 1, 3, and 5 years ? Example it is up 113% over 5 years ?
percentagegain
07 Mar 2017
Re: Results and Low Gearing Current FRCL gearing is 6%. Current discount is -7.8%. Figures courtesy of The AIC.[link]
stout-hart
07 Mar 2017
Re: Results and Low Gearing Stepenwolf Neither statement of yours is correct, according to the results statement which states a) gearing of 0.5% and b) underperformance v benchmark of approx 6%I am commenting on the accounts only
Stepenwolf
07 Mar 2017
Re: Results and Low Gearing Hello Stout-HartAccording to the info on iii (when you click on the name) the gearing is supposed to be 7%. Is that not correct?In fact recently FRCL has overtaken the benchmarks for all periods up to 5 years - not always the case in the past but I suppose the relatively high US component has helped recently
stout-hart
07 Mar 2017
Results and Low Gearing Can anyone explain why in these days of low interest rates and in the case of FRCL, a high discount of SP to NAV, the level of gearing at 0.2% is so low. Surely there is case for gearing up to a level similar to the discount ?Is it any wonder FRCL has under-performed its benchmark. If money can be borrowed at a little over 3% as stated in the accounts, where is the appetite for risk ? If they can't feel comfortable in making above 3% returns what are they doing running this IT ?The fact that the peer group is similarly nonperforming is absolutely no consolation.
Pedrode2000
13 Feb 2017
Discount Squeezed? Discount being squeezed a little - now 6.73%. Are funds now viewing this trust more favourably or will it be temporary?
II Editor
14 Jan 2016
NEW ARTICLE: 2016's biggest market-moving factors for Europe and the US "A panel of investment experts explores the complex web of economic and political developments likely to determine the fortunes of European and US equity markets in 2016.EuropeEuropean markets are "like a fretful spaniel puppy: they take fright ..."[link]
ALLOTMENT13
18 May 2015
Divi 2015-16 Whilst appreciation the discussion on the NAV my question was does anyone know when they will or have they announced the divi for 2015-2016
Tom WM
14 May 2015
Re: Divi Reinvestment This is a huge Trust and the amounts involved are significant. the MM's will know the dates upon which this cash arrives and may well put the price up in anticipation.
