Join Jo Groves, Ryan Lightfoot-Aminoff and David Brenchley from Kepler Trust Intelligence for a roundup of all the news that matters to investment trust investors in March, brought to you in association with Schroders.
Ryan provides a run-down on new launch Achilles Investment Company (AIC)’s first target, a planned strategy tweak for Schroder British Opportunities (SBO) and two trusts that have been the subject of a bidding war.
Jo then looks at two highlights from our recent Ideas for your ISA event webinars, focussing on International Biotechnology Trust (IBT) and Cordiant Digital Infrastructure (CORD).
Next up, Ryan and David talk through some notable results of the last month from Schroder Asian Total Return (ATR), Ashoka India Equity (AIE) and how they have managed in the sell off, as well as the change of strategy from BlackRock American Income (BRAI).
We also round up our podcasts for the month, from Schroder Income Growth (SCF), which includes a broader discussion on our investing for income special report.
Meanwhile, David discusses the outlook for Europe from the perspective of JPMorgan European Growth & Income (JEGI), before going on to discuss his personal portfolio, including some commentary from Jo on the most popular trusts in the past month.
00:00 Introduction
00:17 Achilles (AIC)’s first target
01:49 Details of RM Catalyst
02:20 M&A activity in real assets
03:49 Changes at SBO
05:30 Ideas for your ISA events round up
10:10 Results round up - ATR
12:21 AIE results & India sell off
14:49 Results and strategy change for BRAI
16:11 Podcast round up for SCF
17:11 Investing for income special report
19:10 Outlook for Europe with JEGI
20:15 Most popular trusts
21:02 David’s personal portfolio review
22:23 Risk warning
Special thanks to our sponsors at Schroders, whose support makes this podcast possible - click here to view all of our research on the Schroders investment trust range…
This podcast was recording on 02/04/2025.
