Investment Blog

A guide to Brexit shenanigans or what the hell is going to happen now?

May the gambler Prime minister Theresa May has finally shown her Brexit hand, although in truth the likely outline of the transition deal had been clear for some weeks – if not to half the cabinet; and in terms of… continue reading

Investment trust income portfolio

Every year we update an investment trust portfolio for the Investors Chronicle. The latest article has just been published. We gave up some of our previous out performance in the 12 months to 30.09.18 but after three years we are… continue reading

Investment trusts with unquoted holdings

David Liddell comments on unquoted holdings to the Investors Chronicle.   continue reading

Renewable energy trusts seek growth after subsidy loss

Renewable energy trusts seek growth after subsidy loss continue reading

Is Neil Woodford suffering his own mini dot com bust?

The trials of Woodford. Woodford as a fund manager at Invesco Perpetual famously came through the early noughties dot com crash in better shape than most; valuation discipline and a nose for a bargain led him to concentrate on ‘old… continue reading

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