Update on merger of Aberdeen UK Tracker (AUKT) and Aberdeen Diversified Income and Growth Trust (ADIG)

IpsoFacto Investor Aberdeen

Introduction AUKT is being merged with ADIG. AUKT shareholders can elect (1) to cash out (tender) their shares at a price representing a 2.75% discount to net asset value (NAV) (but if more than 60% of shareholders choose to do… continue reading

Reconstruction of Aberdeen UK Tracker (AUKT)

IpsoFacto Investor Aberdeen

Reconstruction of Aberdeen UK Tracker (AUKT) and merger with Aberdeen Diversified Income & Growth (ADIG) (previously BlackRock Income Strategies – BIST)   Introduction The share prices of AUKT and ADIG both reacted positively yesterday (13.02.17) to further news on the… continue reading

IpsoFacto Investor Webinar Investment Outlook 2017

IpsoFacto Investor webinar

IpsoFacto Investor Webinar Investment Outlook 2017 Watch the replay of the investment webinar first broadcast live on 10th January 2017. David Liddell gives an update of information for the private investor with a presentation on the investment outlook for 2017 followed… continue reading

Investment Trust News December 2016

IpsoFacto Investor investment trust news

IpsoFacto Investor Investment Trust News There have been a number of important announcements from some well known investment trusts, including a number in our portfolios, over the past 6 weeks. We summarise below . . .   1. BACIT Ltd… continue reading

A review of likely market performance under President Trump

ipsofacto investor looks at investments under President Trump

Has the stock market played all its Trump cards? Well, we got the volatility bit right, if not the result. The FTSE 100 opened yesterday (09.11.16) down 2% but soon rallied as investors digested Trump’s conciliatory tone in his winning… continue reading

What effect will the US election have on your investments?

ipsofacto investor us election

What effect will the US election have on your investments? Does it matter? In an article for the Telegraph today entitled ‘Trump win need not be as bad as markets fear’, Roger Bootle argues that particular politicians rarely have much… continue reading

Investment Trust Podcast

IpsoFacto Investor on IC personal finance show

David Liddell is special guest on the Investors Chronicle Personal Finance Show.  In this week’s investment trust special he talks to Leonora, Kate and Emma. They discuss how to analyse investment trusts for income, David’s investment trust income portfolio and… continue reading

Woodford Patient Capital Trust

Time to lose patience? To be fair the Woodford Patient Capital Trust (WPCT), launched in a frenzy of marketing activity in April last year, has been running for only just under 18 months; hardly long enough to judge a trust… continue reading

Absolute Return Funds


Absolutely (un)fabulous or an alternative to cash? In a high risk low return environment absolute return funds may appear to be the Holy Grail; what many investors are looking for is an alternative to bonds and cash, to give a… continue reading

After Brexit . . .

EU referendum

Of course the truth is we are not really yet ‘after Brexit’ as the process of disengaging – the dreaded Article 50 – will take some time. According to the Prime Minister’s statement on Friday, this process – the triggering… continue reading