In January we introduced a new quantitative rating system for investment trusts. Our ratings look at NAV total return performance. They are, we believe, the first quantitative rating for closed-ended funds to do so and thereby capture the performance of the management team rather than the noisier share price movements. Our ratings aim to identify the top performers for capital growth and for income. We have designed the quants to identify those trusts which have added the greatest alpha to their ....
19 Jun 2019
Report card Update
Finsbury Growth & Income Trust PLC (FGT:LON), 862 | abrdn UK Smaller Companies Growth Trust PLC GBP (AUSC:LON), 448 | Invesco Perpetual UK Smaller Companies Investment Trust PLC (IPU:LON), 408 | Barings Emerging EMEA Opportunities PLC GBP (BEMO:LON), 0 | JPMorgan Claverhouse Investment Trust PLC (JCH:LON), 691
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Report card Update
Finsbury Growth & Income Trust PLC (FGT:LON), 862 | abrdn UK Smaller Companies Growth Trust PLC GBP (AUSC:LON), 448 | Invesco Perpetual UK Smaller Companies Investment Trust PLC (IPU:LON), 408 | Barings Emerging EMEA Opportunities PLC GBP (BEMO:LON), 0 | JPMorgan Claverhouse Investment Trust PLC (JCH:LON), 691
- Published:
19 Jun 2019 -
Author:
William Heathcoat Amory -
Pages:
4
In January we introduced a new quantitative rating system for investment trusts. Our ratings look at NAV total return performance. They are, we believe, the first quantitative rating for closed-ended funds to do so and thereby capture the performance of the management team rather than the noisier share price movements. Our ratings aim to identify the top performers for capital growth and for income. We have designed the quants to identify those trusts which have added the greatest alpha to their ....