devonplay
07 Aug 2019
Asset TV Conference Presentation When people think about real estate, they may picture physical properties. Marcus Phayre-Mudge, Fund Manager in the BMO Global Asset Management Property Equities Team presented to a live audience on 11th June 2019 at the Brewin Dolphin Edinburgh offices to explain why that’s not always the case. He also outlines key investment themes and looks at the performance of the asset class in this 13 minute presentation. [link]
II Editor
19 Feb 2018
NEW ARTICLE: Where our five fund experts are finding value "Whether the recent volatility in global equities is merely a blip or the end of the nine-year bull market is anyone's guess. But our multi-manager panel consists of expert long-term investors who seek value and diversification, and are unlikely ..."[link]
II Editor
02 Jun 2017
NEW ARTICLE: Witan's Andrew Bell: Why it is wrong to give up on active funds "A run of five consecutive years of outperformance ground to a halt for the LSE:WTAN:Witan Investment Trust in 2016. Not since 2011, when Europe was close to imploding, have the third-party active fund managers that Witan employs slipped behind ..."[link]
II Editor
11 May 2017
NEW ARTICLE: Buy, hold, sell: Property company shares "Marcus Phayre-Mudge has been the lead manager of this Money Observer Rated Fund since 2011. The majority of the portfolio is in continental shares, led by holdings in Germany and France. The trust can also invest in physical property, all of ..."[link]
Stepenwolf
26 Jul 2016
Re: asset values HiSince Sterling has devalued versus euro by around 12% since Brexit, then any European assets (60% of the fund) would be valued at higher sterling value. Also since this is an IT there is no pressure to sell. So price fall is purely down to sentiment. Yield is decent too so yes could be time to buy.
IB Investor
26 Jul 2016
asset values My reading is that the asset values have increased since Brexit - or have I mis-read something - is the price just being depressed by the freezing of many funds whilst they try and realise cash?
asand
05 Jul 2016
Re: Time to buy? Try is mostly invested in uk and europe - brexit effectf global property is only about 7pc in europe - mostly yankland and the rowf global up 20pc nowtry down 17pc now (on what i paid that is)i will continue holding as i think the fall is temporary and overdone - though the moves by sl to halt trade in its property portfolio, and moves by others to impose a discount on anyone withdrawing dont taste nice at the mo
trader M
27 Jun 2016
Re: Time to buy? Asand - let us know
asand
27 Jun 2016
Re: Time to buy? DunnoLast year, i put equal amounts into try and Fidelity - current situation - Fidelity Global Property (FICNRU) up 10pc TRY down 14pc Curious - haven't had the time to analyse why yet
devonplay
26 Jun 2016
Re: Time to buy? Well, I'm considering. What we at discount wise? Last NAV 330'sh?Back on my watch list.As usual, I'm not in any rush.DL
Bellabeck
12 Feb 2016
Re: Time to buy? Still holding out for 260 as a buy price...but getting closer to going with a market order rather than a limit order purchase since discount 11.85....
Bellabeck
20 Jan 2016
Re: Time to buy? Well I held my firepower, so now I must wait and see what happens with the wider market during the rest of January...
Dragons teeth
26 Nov 2015
Re: Time to buy? Well I thought so and have bought this week. A mixture of charts looking good, wee divi imminent, had my eye on it for a while to balance PF, like the fact that John Barron has written good things in past. But as ever what do I know , we'll see..
holland44
26 Nov 2015
Re: Time to buy? The MP and former stockbroker John Baron likes TRY for his Spring and Thematic model portfolios at www.johnbaronportfolios.co.uk. He includes other more UK-focused property trusts in the other portfolios. You can find his rationales under "Trusts of the Moment", e.g. FRCE and SLI.Which Investment Trust recommend TRY too: see their Buy List at [link]
Bellabeck
26 Nov 2015
Re: Time to buy? Hi, thanks for taking the time to reply. Fairly new to this, taken my asset allocation from Monevator's Slow & Steady Model Portfolio for my SIPP. I have property asset allocation currently invested in Blackrock Global Property Securities Equity Tracker D, which has gone down by 6.57% since bought back in February this year. Recent edition of Money Observer on ITs was encouraging on TR Property (with a NAV discount around 9%) and so I wondered whether to sell around £5K of tracker (at a small loss) and invest in TR Property instead...
