II Editor
22 Sep 2017
NEW ARTICLE: Five fund managers give their best investment ideas "This month we catch up once again with our panel of multi-managers and ask for their views on the best investments opportunities.Rather than build their portfolios by investing in individual stocks or bonds, our experts invest largely or ..."[link]
casabanker
09 Aug 2017
Re: Price movement Ir's a solid hold for me too. LWDB is an excellent defensive play in these uncertain times. I first bought in at 505 and the price went down about 80p so I bought some more and since then have never regretted a minute. For information, LWDB is one of Money Week's defensive portfolio picks. It's ex-div day tomorrow.Casa.
valeite
07 Aug 2017
Re: Price movement long overdue share price rise I should say.....the unique nature of this investment trust /legal services combo shouldn't really be trading at a discount at all ....james Henderson is a proven manager but he hasn't been at his best recently but the last 12 month we are moving up the performance tables again .another plus is the legal business provides 30% of the income allowing LWDB to pay the highest divi in the sector of 2.8% without the trust becoming dependent on a handful of high divi players .as always LWDB is a solid hold for me
Ytong
07 Aug 2017
Price movement I guess this traction is long overdue.Could it just be the tide?
valeite
03 Dec 2015
living in weird times the problem here is a gradual deteriorating performance .5 yrs good ,3 years moderate ,1 year poor .to be honest i no longer understand what is going on ....managers that have no banks ,no oil ,no supermarkets ,no retail ,no mining etc .it seems to me that the traditional model of investing is toast .as always is the case ,the managers that adapt the fastest are the winners
schovald
01 Dec 2015
Re: Sudden fall Have noticed that the premium has reduced from about 12% to 7% recently, whilst NAV has remained fairly flat. Not sure why there has been a down-turn in sentiment recently (but we are still well above the premium of only 1% reached briefly in June). I'm just guessing, but might it be due to news eminating from the fiduciary services business, which has historically been the justification for this trust having such a high premium compared to its peers? The manger's October presentation (available on the trust's website) refers to fierce completion in this area of business.
Corpus10
01 Dec 2015
Sudden fall This share has fallen sharply over the last 2 weeks. Is there an obvious explanation?
