Wednesday Jul 03, 2024

Monthly round-up of investment trust news

Jo Groves and Ryan Lightfoot-Aminoff from Kepler Trust Intelligence discuss the most notable news, reviews and interviews in the investment trust world in June.

We talk about the merger of Alliance Trust and Witan, alongside the unsuccessful IPO of the Special Opportunities REIT and the newly-announced enhanced dividend and discount management policy for Schroder Japan.

We also bring you the highlights from our recent small-cap webinar series with Nish Patel, manager of the Global Smaller Companies Trust, Gervais Williams, manager of Miton UK MicroCap and, finally, Joe Bauernfreund of AVI Japan Opportunity Trust.

We round things off with the key talking points from our recent interview with Richard Sennitt, manager of Schroder Oriental Income, as well as results from Cordiant Digital Infrastructure and Sequioa Economic Infrastructure.

0:00 Welcome

00:26 Merger of Alliance Trust and Witan

01:31 Wider implications on the sector

03:13 Unsuccessful IPO of Special Opportunities REIT (SOR)

04:40 Opportunities for REIT investing

06:20 New dividend and discount management policy for Schroder Japan

08:44 Overview of small-cap event

09:23 Global Smaller Companies Trust

12:00 Miton UK MicroCap

13:41 AVI Japan Opportunity Trust

15:42 Schroder Oriental Income

18:55 Cordiant Digital Infrastructure results

20:37 Sequoia Economic Infrastructure results

16:11 Risk warning

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InSadly

Sound quality unacceptable, please invest in a decent pair of microphones

Thursday Jul 04, 2024

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