Premiums and discounts Archives – IT Investor

Trusts Have Their Own Black Friday Sale

ITinvestor — Tue, 22 Nov 2022 16:02:01 +0000

Most trust investors will be aware that discounts have widened significantly since the start of this year but the latest press release from the AIC puts it into perspective. The raw stats are that the average discount has gone from 3.6% to 14.3%, an increase of 10.7 percentage points and pretty much the widest level…

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Dabbling With Discounts

ITinvestor — Tue, 31 Mar 2020 13:00:15 +0000

With many of us looking to invest ISA allowances, either for the current tax year or the forthcoming one, the seemingly enormous discounts many trusts trade at might seem very enticing. But it’s worth remembering that not all discounts are equal. Unlike other types of funds, the prices of investment trusts can be different from…

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Should You Avoid Investment Trusts With Premiums?

ITinvestor — Tue, 23 Apr 2019 12:14:21 +0000

While most trusts still trade at a discount, increasing numbers are trading at premiums. Should we buy something that's reassuringly expensive or be wary in case the price has been driven too high?

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The Tale Of Tetragon And The Dastardly Discount

ITinvestor — Tue, 19 Feb 2019 16:10:34 +0000

Tetragon, which invests in a diverse range of alternative assets, trades on a massive discount for a variety of reasons. It's a risky but potentially lucrative opportunity.

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The Caledonia Conundrum: Will That Discount Ever Narrow?

ITinvestor — Fri, 14 Sep 2018 15:18:34 +0000

Despite decent long-term performance and 51 years of rising dividends, Caledonia Investments continues to trade at discount of nearly 20%.

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Should You Use Z Scores For Investment Trusts?

ITinvestor — Tue, 17 Jul 2018 11:43:42 +0000

Z scores can help gauge whether an investment trust is relatively cheap or expensive. But they do have some limitations.

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