Collective Investments

ShareSoc Campaign has Successful Outcome at Albion

Post Date: February 6, 2020

ShareSoc is pleased with the outcome of this consultation with shareholders following the shareholders 30% vote against the fee proposal at the General Meeting in August 2019. This shows:...

Miton UK Smaller Companies Fund In Decline

Post Date: February 1, 2020

There was an interesting article published a couple of days ago by Citywire on the problems at the LF Miton UK Smaller Companies Fund. The fund is managed by...

Directors’ and Fund Managers’ Pay is Excessive

Post Date: January 8, 2020

On the latest data, the pay of FTSE-100 CEOs has fallen slightly. A report from the CIPD and High Pay Centre notes that the average pay has fallen from...

Edinburgh IT Fires Manager

Post Date: December 12, 2019

The Edinburgh Investment Trust (EDIN) has fired fund manager Invesco. This company is an equity income trust focused primarily on the UK, although it also has an objective to...

Mindless Investment Wins Out?

Post Date: December 9, 2019

Last week on-line investment news site Citywire published a report headlined “Tracker fund sales smash records as UK investors pile into passives”. I was the first to add a...

M&G Property Fund Closed and M&C Saatchi Accounting Problems

Post Date: December 9, 2019

The really bad news yesterday for many investors was that the £2.5 billion M&G Property Portfolio Fund had been closed to redemptions. This is of course an open-ended fund...

Retail Shareholder Participation in Voting – US study

Post Date: November 21, 2019

Cliff Weight, ShareSoc Director reviews Retail Shareholder Participation in the Proxy Process: Monitoring, Engagement, and Voting: Working Paper N° 637/2019 November 2019: By Alon Brav, Matthew D. Cain, Jonathon Zytnick This...

One in 10 investment trust board directors have no ‘skin in the game’

Post Date: November 15, 2019

By Cliff Weight, ShareSoc Director The new remuneration guidelines from the Investment Association have this to say about Share Ownership: Non-Executive Shareholding Shareholders encourage non-executive directors to own shares...

Mello Event, ProVen and ShareSoc Seminars and Lots More News

Post Date: November 14, 2019

It’s been a busy last two days for me with several events attended. The first was on Tuesday when I attended the Mello London event in Chiswick. It was...

The Vultures are Circling – Woodford, Carpetright et al

Post Date: November 2, 2019

With the demise of the Neil Woodford’s empire and the winding up of the Woodford Equity Income Fund, investors are looking for whom to blame – other than themselves...

Woodford Fund and Trust News

Post Date: October 26, 2019

The good news for investors in the Woodford Patient Capital Trust (WPCT) is that Schroders are taking over management of the portfolio. The share price promptly jumped upwards on...

Woodford, Buffett Bot and FRC Survey

Post Date: October 20, 2019

There was a very good article in the FT on Saturday on the “rise and fall of a rock star fund manager”, i.e. Neil Woodford. Essential reading for those who...

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