Jamie Ross, Fund Manager of Henderson EuroTrust, delivers his monthly commentary covering how the Trust performed in July and how individual stocks impacted performance.
Fund Manager July 2021 Commentary – Henderson EuroTrust
Diversification done differently
In this article, we describe how a multi-manager approach and flexibility to invest with no set limits within individual countries and sectors have combined to serve the Bankers Investment Trust particularly well in terms of its investment returns.
Fund Manager July 2021 Commentary – Lowland Investment Company
Laura Foll, Co-Fund Manager of Lowland Investment Company, provides an update on the trust – highlighting the dividends trend in the UK market and the encouraging trading updates from holdings within the portfolio.
Global Perspectives: The case for REITs in the economic recovery
Beyond the economic reopening, many areas of the real estate sector are benefiting from secular trends that could drive long-term inflation-offsetting growth.
Estate Planning Lessons from a Rock ‘n’ Roll Legend
Legal instruments such as wills and trusts are important, but communication is critical to help ensure a positive outcome.
Consistency of approach the key to strong performance
Neil Hermon, Fund Manager of the Henderson Smaller Companies Investment Trust, discusses the Trust’s recent performance, highlighting the key drivers of performance, his growth at a reasonable price investment approach (GARP), challenges in the UK market, and the Trust’s approach to ESG.
UK valuations remain cheap
Job Curtis, Fund Manager of The City of London Investment Trust, discusses the Trust’s recent performance, areas where he is finding opportunities, concentration risk among the strong dividend payers, and equity valuations in the UK market.
Global technology outlook: Prioritising company fundamentals
Rather than pandemic-related macro developments, the current tech rally is guided by solid fundamentals.
Global Perspectives: The Case for REITs in the Economic Recovery
Beyond the economic reopening, many areas of the real estate sector are benefiting from secular trends that could drive long-term inflation-offsetting growth.
Global Technology Outlook: Prioritizing Company Fundamentals
Rather than pandemic-related macro developments, the current tech rally is guided by solid fundamentals.