Equity Research, Broker Reports, and media content on Momentum Multi-Asset Value Trust plc GBP

  • Access the latest forecasts, broker valuations, multiples, and video content from the city about Momentum Multi-Asset Value Trust plc GBP
  • See live updates from analysts, company announcements, and other news in a personalised/single dashboard
  • 26 Oct 21
Momentum Multi-Asset Value Trust plc Insights and Latest Updates
momentum-multi-asset-value-trust-plc-insights-and-latest-updates
  • 20 Jul 21
Every which way but loose

The AIC Flexible Investment sector is, like a discounted haggis, a simple casing which can house myriad ingredients. In fact, the constituent meats are so exotic that we typically caution it is not a good comparator when discussing relative performance. The individual trusts that make up the sector often aim to accomplish very different things. Meanwhile the flexible mandates of some of them mean the composition of individual portfolios can vary drastically over time. Below, we have looked at th

Companies: MAVT SONG RICA BMPI MIGO TPOU

  • 23 Apr 21
Momentum Multi-Asset Value Trust - Overview

Momentum Multi-Asset Value Trust (MAVT), recently rebranded from Seneca Global Income & Growth Trust (SIGT), aims to achieve total returns of at least CPI + 6% p.a. net of costs over a typical investment cycle through investment across a range of asset classes and geographies. With a team-based approach, the managers of MAVT invest both in direct securities and via third-party fund managers, employing a unique value influenced decision making process across a wide range of assets. The investmen

Companies: Momentum Multi-Asset Value Trust plc GBP
  • 23 Mar 21
Shoot to Thrill: ISA targets for long term growth

In times of crisis, the Romans would consult the Sibylline Prophecies. Contained therein was a prophecy that the 12 vultures seen by Romulus as he founded Rome (despite founding a start-up he still had time left for birdwatching, living before the modern-day culture of investors demanding updates) represented a signal that the primacy of Rome would last 12 saecula, a saeculum being a period taken as something between 85-100 years. With Rome and the Western Roman Empire falling to the Visigoths i

Companies: AJOT CCJI BRWM BRLA AIE MAVT BMPI MINI ASL ATT

  • 25 Nov 20
Cool Britannia?

There is no question the UK economy is in dire straits. A fall of 12% in GDP in Q2, followed by a 16% rise, led to an economy 7% smaller in September. The recent imposition of a second lockdown will lead to a further decline. The Bank of England forecasts the UK economy will end the year 11% smaller than when it started. The OBR estimates it will be smaller than it was entering the current crisis until late 2022. One lagging indicator which is lagging even more than normal is the unemployment ra

Companies: DSM ASIT MAVT IPU ASL MAJE THRG

  • 06 Nov 20
Seneca Global Income & Growth Trust 'embrace volatility'
seneca-global-income-growth-trust-embrace-volatility-
  • 16 Oct 20
Knit one, purl one

Seneca Global Income & Growth Trust’s (SIGT’s) UK-biased value style and mid-cap exposure suffered heavily as markets collapsed during the first quarter of 2020. However, the manager used the rout to take advantage of deep value opportunities, while adding risk to the portfolio, and SIGT has benefitted during both recovery phases. While small-mid caps have recovered relative to larger stocks, though, and sterling has shown some appreciation, value remains deeply unloved by most investors. SIGT’s

Companies: Momentum Multi-Asset Value Trust plc GBP
  • 30 Sep 20
Seneca Global Income & Growth - Overview

Seneca Global Income & Growth Trust (SIGT) aims to achieve total returns of at least CPI +6% p.a. net of costs over a typical investment cycle, through investment across a range of asset classes and geographies. The management company, Seneca Investment Managers, looks to achieve real (i.e. inflation-adjusted) growth in capital and income over the longer term through investment in direct securities and via third-party fund managers employing a unique value-influenced decision-making process acro

Companies: Momentum Multi-Asset Value Trust plc GBP
  • 12 Aug 20
Seneca Global Income & Growth's David Thomas reckons there's much more NAV growth to come
seneca-global-income-growth-s-david-thomas-reckons-there-s-much-more-nav-growth-to-come
  • 05 Aug 20
On the rebound

Seneca Global Income & Growth Trust’s (SIGT’s) UKbiased value style and mid-cap exposure suffered heavily during the first quarter of 2020 as markets collapsed – its net asset value (NAV) fell by some 30.4%. However, the manager used the rout to take advantage of deep value opportunities and SIGT has benefitted as markets have rebounded – up 16.5% during the second quarter. The manager believes there is much more to come.

Companies: Momentum Multi-Asset Value Trust plc GBP
  • 05 Aug 20
On the rebound

Seneca Global Income & Growth Trust’s (SIGT’s) UKbiased value style and mid-cap exposure suffered heavily during the first quarter of 2020 as markets collapsed – its NAV fell by some 30.4%. However, the manager used the rout to take advantage of deep value opportunities (increasing exposure to UK equities, for example) and SIGT has benefitted as markets have rebounded – up 16.5% during Q2. The manager believes there is much more to come.

Companies: Momentum Multi-Asset Value Trust plc GBP
  • 14 Jul 20
Second Quarter of 2020

It was a remarkable second quarter with global markets staging the sort of comeback few would have thought plausible, at the end of March. With some countries still battling the first wave of infection and others seemingly headed to a second, not to mention what happens when governments start to remove direct stimulus measures, uncertainty still abounds.

Companies: NCYF EGL NAIT THRG GCP IGC HHI JLEN PCT VNH ASLI IBT HRI CSH MAVT

  • 28 May 20
Seneca Global Income & Growth Trust - Finding opportunities following market weakness

Seneca Global Income & Growth Trust (SIGT) is managed by a four-strong team at Seneca Investment Managers, seeking undervalued securities across multiple asset classes in order to diversify the trust’s risk and return drivers. Its UK equity portfolio was particularly negatively affected by the coronavirus-led market sell-off in March, given its focus on domestic, mid-cap value stocks, which performed relatively poorly. However, these holdings could stand SIGT in good stead during an economic rec

Companies: Momentum Multi-Asset Value Trust plc GBP
  • 24 Apr 20
Triple whammy but standing by the dividend

The outbreak of covid-19 has taken the wind out of global markets and Seneca Global Income & Growth Trust (SIGT) has not been immune to this; its net asset value (NAV) has fallen 30.4% during the first quarter of 2020 (23.6% in March – all in total return terms). It has suffered a triple whammy from its UK-biased value style, its mid cap exposure and the correlation of alternative asset fund prices to equity markets, but its board has said that it intends to maintain the quarterly dividend rate

Companies: Momentum Multi-Asset Value Trust plc GBP
  • 24 Apr 20
Triple whammy but standing by the dividend

The outbreak of covid-19 has taken the wind out of global markets and Seneca Global Income & Growth Trust (SIGT) has not been immune to this; its NAV has fallen 30.4% during the first quarter of 2020 (23.6% in March – all in total return terms). It has suffered a triple whammy from its UK-biased value style, its mid cap exposure and the correlation of alternative asset fund prices to equity markets, but its board has said that it intends to maintain the quarterly dividend rate at 1.68p for the t

Companies: Momentum Multi-Asset Value Trust plc GBP

Momentum Multi-Asset Value Trust plc GBP

Company Profile

  • Personnel
  • Richard A M Ramsay, Chairman

Research, Charts & Company Announcements

Research Tree provides access to ongoing research coverage, media content and regulatory news on Momentum Multi-Asset Value Trust plc GBP. We currently have 50 research reports from 4 professional analysts.

Latest News/RNS

(more news)
Date Source Announcement
04May22 08:51 RNS Momentum Multi-Asset - Transaction in Own Shares
03May22 09:01 RNS Momentum Multi-Asset - Total Voting Rights
13Apr22 16:41 RNS Momentum Multi-Asset - Transaction in Own Shares
01Apr22 16:36 RNS Momentum Multi-Asset - Transaction in Own Shares
01Apr22 09:58 RNS Momentum Multi-Asset - Total Voting Rights
30Mar22 17:09 RNS Momentum Multi-Asset - Transaction in Own Shares
23Mar22 17:04 RNS Momentum Multi-Asset - Transaction in Own Shares
Get free RNS email alerts

  • Frequency of research reports

     

  • Research reports on

    Momentum Multi-Asset Value Trust plc GBP

  • Providers covering

    Momentum Multi-Asset Value Trust plc GBP

  • 21 Apr 22
LIBERUM: Emmerson* - Initiation - Best-in-class independent potash play


Companies: Emmerson Plc
  • 27 Apr 22
Upgraded guidance despite asset quality deterioration

The group posted a good set of results characterised by stronger net interest income growth, better cost control and a slower cost of risk normalisation, thus enabling the management to upgrade its full-year RoTE objective to above 11%. On the negative side, asset quality deteriorated markedly, translating into significantly reduced solvency.

Companies: Lloyds Banking Group plc
  • 26 Apr 22
City of London Investment Group (CLIG LN) - 3Q update & Board streamlining

CLIG’s 3Q IMS revealed $147m of net inflows and 4.8% fall in Sterling value of Group Funds under Management “FUM” (using today’s exchange rate the FUM is materially unchanged) and a reorganisation, which streamlines the Board.

Companies: City of London Investment Group PLC
  • 11 May 22
Cenkos: Duke Royalty Ltd -- Majestic Royalty Expansion

Duke has raised £20m in new equity capital, subject to shareholder approval, to fund their continued expansion. The new capital will also support the company's target of increasing their debt facility by a further £25m, and therefore providing a total of £45m of new capital to invest. The increasing scale and diversification of the portfolio is forecast to eventually increase free cash flow per share once full deployment has taken place and will allow Duke to seek a reduction in its debt facilit

Companies: Duke Royalty Limited
  • 16 May 22
LIBERUM: Plus500* - Strong trading leads to FY22 upgrades


Companies: Plus500 Ltd.
  • 06 May 22
Cenkos: Healthcare Sector -- Ward Round

Weekly round-up of AIM-listed healthcare news. Intelligent Ultrasound, Inspiration Healthcare, Agronomics, CareTech Holdings, e-therapeutics, ABCAM, EKF Diagnostics, HUTCHMED (China), Benchmark Holdings, Totally, ImmuPharma, Open Orphan, Destiny Pharma, Polarean Imaging, Induction Healthcare.

Companies: ANIC RUA CREO GENI HEIQ IHC IXI IUG OPTI SBTX VAL VLG

  • 12 May 22
SHORE CAPITAL - H&T Group+ (HAT, House Stock, 364p)


Companies: H&T Group plc
  • 18 May 22
Continued capital redistribution story to offset weak profitability?

Aviva’s Q1 22 trading update was slightly above our expectations although this remains very much tied to the top-line and profitability could be impacted as of H1. Do the operations really mean that much for the share price with high dividends as a back-up? The latter are expected to continue as the firm has stated that it will release capital above its 180% solvency ratio.

Companies: Aviva plc
  • 12 May 22
£20m Fundraise Underpins Growth Expectations

MERC has announced a raise of £20m across its first Knowledge-Intensive and annual Enterprise Investment Scheme funds. The raise underpins our AuM growth expectations for the year and highlight future growth potential across both existing and new strategies within the fund management business. The significant valuation dislocation within the Group persists, with MERC’s current market cap of £143m (o/w ~36% cash) implying a significant discount to the balance sheet portfolio and ascribing no valu

Companies: Mercia Asset Management PLC
  • 13 May 22
Cenkos: Healthcare Sector -- Ward Round

Weekly round-up of AIM-listed healthcare news. Agronomics, Eden Research, IXICO, HeiQ, Trellus Health, NetScientific, Circassia, 4basebio, Fusion Antibodies, Surgical Innovations Group, Yourgene Health, Abingdon Health, Verici Dx, Poolbeg Pharma, Omega Diagnostics

Companies: ANIC RUA CREO GENI HEIQ IHC IXI IUG OPTI SBTX VAL VLG

  • 10 May 22
Hybridan Small Cap Feast 10/05/22

Dish of the day Joiners: No Joiners Today. Leavers: No leavers Today. What’s cooking in the IPO kitchen? EnSilica, intends to join AIM. EnSilica is a designer and supplier of mixed signal Application Specific Integrated Circuits (ASICs). ASICs are integrated circuits or semiconductor chips developed for a particular use or product rather than for general purpose usage. ASICs help differentiate products through optimised hardware thereby making products smaller, faster, lower power and more

Companies: XTR XLM VRS SUP ROCK SLE SEMP OHG HDD FIH

  • 12 May 22
Cenkos: MJ Hudson Group Plc -- “Exceptionally strong” Q3 leads to upgrade

Following a very strong Q3, MJH has released a positive FY22E trading update in which it confirms that Adj EBITDA will be at least £8.3m – a 45% YoY increase, and £0.7m ahead of the £7.6m we had been forecasting. This outperformance has been driven, in particular, by solid growth in the higher margin Data & Analytics and Outsourcing divisions, as well as Advisory beginning to recover. We upgrade our Adj EBITDA forecast to £8.3m (Adj EPS up 10% to 2.4p), and also upgrade FY23E Adj EBITDA from £9.

Companies: MJ Hudson Group Plc
  • 16 May 22
Hybridan Small Cap Feast 16/05/22

Dish of the day Joiners: No Joiners Today. Leavers: No Leavers Today. What’s cooking in the IPO kitchen? Lekoil, the oil and gas exploration and production Company with a focus on Nigeria and West Africa intends to join the AQSE Growth Market. The Company was previously listed on AIM (LEK.L), however, Ordinary Shares have been suspended from trading on AIM since October 2021. Due 18th May 2022. EnSilica, intends to join AIM. EnSilica is a designer and supplier of mixed signal Application Specifi

Companies: EEE FARN FCAP HZM JLP NSCI SRE

  • 11 May 22
LIBERUM: CLS Holdings* - New dividend policy and proposed tender offer


Companies: CLS Holdings plc
  • 11 May 22
LIBERUM: Civitas Social Housing* - New lease clause to increase risk-sharing with housing associations


Companies: Civitas Social Housing Plc