In this article, DirectorsTalk showcases from its leading funds platform recent news and exclusive fund manager and research analyst interviews for ten listed investment companies on the London Stock Exchange. In this piece, we give our readers fund insights into the various UK companies, Europe, Emerging Markets, Asia, ‘Sustainable investing’ in America, Energy & Resources, World Mining and Structured Products markets.
To make informed investment decisions, click on the EPIC code for each fund’s news, portfolio manager interviews, research, monthly factsheets, financial reports and trading data.
Fidelity Asian Values Plc (LON:FAS) provides shareholders with a differentiated equity exposure to Asian Markets. Asia is the world’s fastest-growing economic region and the trust looks to capitalise on this by finding good businesses, run by good people and buying them at a good price.
Fidelity Emerging Markets Limited (LON:FEML) is an investment trust that aims to achieve long-term capital growth from an actively managed portfolio made up primarily of securities and financial instruments providing exposure to emerging markets companies.
Japan income fund, JPMorgan Japan Small Cap Growth & Income plc (LON:JSGI / JSGI.L), targets Japan income without compromising on Japanese growth opportunities. This Japan fund is an income investing opportunity that gives investors access to a diverse and fast growing sector managed by local managers. The Investment Trust offers a regular quarterly income without compromising on Japanese growth opportunities, by paying a higher dividend funded part by capital reserves as well as revenue returns.
JPMorgan European Discovery Trust plc (LON:JEDT) objective is to achieve capital growth from a portfolio of quoted smaller companies in Europe, excluding the United Kingdom.
BlackRock Energy and Resources Income Trust plc (LON:BERI) aims to achieve an annual dividend target and, over the long term, capital growth by investing primarily in securities of companies operating in the mining and energy sectors.
The Diverse Income Trust Plc (LON:DIVI) invests primarily in quoted or traded UK companies with a wide range of market capitalisations, but a long-term bias toward small and mid-cap equities. The trust may also invest in large cap companies, including FTSE 100 Index constituents, where it is believed that this may increase shareholder value.
BlackRock World Mining Trust plc (LON:BRWM) aims to provide a diversified investment in mining and metal assets worldwide, actively managed with the objective of maximising total returns. While the policy is to invest principally in quoted securities, the Company’s investment policy includes investing in royalties derived from the production of metals and minerals as well as physical metals. Up to 10% of gross assets may be held in physical metals and up to 20% may be invested in unquoted investments.
Volta Finance Ltd (LON:VTA, LON:VTAS) is a closed-ended limited liability company registered in Guernsey. The Company’s investment objectives are to seek to preserve capital across the credit cycle and to provide a stable stream of income to its Shareholders through dividends that it expects to distribute on a quarterly basis.
Miton UK MicroCap Trust plc (LON:MINI) intends to invest primarily in the smallest companies, measured by their market capitalisation, quoted or traded on an exchange in the United Kingdom at the time of investment.
BlackRock Sustainable American Income Trust plc (LON:BRSA), formally BlackRock North American Income Trust plc, aims to provide an attractive level of income return together with capital appreciation over the long term, in a manner consistent with the principles of sustainable investing adopted by the Company.
