Investment Trust Discounts

25 Aug 2022 Collective Investments

Investment Trust fees – should they be based on market cap or NAV?

The views expressed in this article are those of its author and not necessarily those of ShareSoc. Should Investment Trusts (including VCTs) base their fees on market cap and not Net Asset Value? In the case of of Chrysalis Investments (CHRY), the 58% discount to…

ShareSoc News

11 May 2022 ShareSoc News

Investment Trust Discounts – Update re Rockwood Realisation and implications

The proposed wind-up of the £40.7m Rockwood Realisation investment trust – formerly called Gresham House Strategic – has been overturned following its annual general meeting on 25 April…

Collective Investments

31 May 2021 Collective Investments

Investment Trust Discount Reduction – The SEC example

by ShareSoc Director Cliff Weight. These are my views and not necessarily those of ShareSoc. Readers may recall my blog in Oct 2020 about investment trusts discounts and…

Collective Investments

22 Mar 2021 Collective Investments

Strategic Equity Capital GM

SEC still has a 20% discount (258p share price versus 312p NAV) and the Directors own pitifully few shares so have little skin in the game and no…

Collective Investments

8 Dec 2020 Collective Investments

Strategic Equity Capital update

by Cliff Weight, ShareSoc Director Please note the views expressed in this blog are my personal ones. I hold shares in SEC and Gresham House. Within 6 months…

Collective Investments

17 Oct 2020 Collective Investments

Investment Trust Discounts, What To Do About Them and SEC Example

In this article, I argue that discounts are bad for those invested in a trust, and the Board of the investment trust should look to reduce any discount.…

General News

9 Jan 2014 General News

Investment Trust Discounts at Record Low

The AIC issued a press release today saying the average investment company discount was now 3.4% – a record low since the figures were first recorded in 1970.…

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