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Capital Gearing Trust Plc - Quarterly Portfolio Update
PR Newswire
LEI: 213800T2PJTPVF1UGW53
following investments in other listed closed-ended investment funds, which do
not have a stated investment policy to invest no more than 15% of their total
assets in other listed closed-ended investment funds:
Name
0.39%
largest investments were as follows:
Name
4.71%
3.28%
1.94%
1.63%
24.13%
It should be noted that the above percentages are calculated using bid prices.
Enquiries:
FNRD-2.621.0
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Performance review The share price return of 17.0% and the NAV return of 13.5% for the calendar year 2020 marks two consecutive years of good returns for shareholders (+23% in NAV performance over 2019 and 2020) following a lean period in the two years before that. For the six months to 31 December 2020 the NAV return was 6.4%. What most people will find surprising about 2020 is that through a severe global recession, most assets ended up making money. This is hard to reconcile with the lived experience of 2020. Despite the rise in asset prices, the portfolio objective of preserving shareholder capital was thoroughly tested as we experienced the broadest possible range of market and economic environments. We often describe the Ruffer investment approach as all-weather and there was certainly a wide variety of investment weather to deal with.
Questor investment trust bargain: Smithson, the Fundsmith for smaller stocks, proved itself during the pandemic last year
7 January 2021 • 5:00am
Smithson Investment Fund holds the likes of Domino’s Pizza and Equifax, the credit score agency
Credit: Domino s/PA Wire
The pandemic has provided Smithson, the global investment trust for smaller and medium-sized companies from the Fundsmith stable, with its first major test. And so far it has done exactly what it set out to do: it has delivered steady returns despite the sharp market sell-off in March.
Over the past 12 months Smithson’s share price has risen by 29pc, in line with its net asset value, and has outpaced the 13pc rise in the MSCI World Small Cap index.