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Caledonia Investments plc (LON:CLDN – Get Rating) insider William Wyatt sold 16,838 shares of the stock in a transaction that occurred on Tuesday, June 14th. The shares were sold at an average price of GBX 3,565 ($43.27), for a total transaction of £600,274.70 ($728,577.13). LON:CLDN traded down GBX 145 ($1.76) during midday trading on Thursday, […]
Many investors assume that they must first retire from their employment, for many at the age of 60/65, before they can retire out of their retirement annuity and purchase a living annuity.
Ninety One to merge pair of Alastair Mundy’s shrinking funds UK Total Return has been combined with UK Special Situations after losing over 80% of its assets in 2020 Ninety One has merged a pair of Alastair Mundy’s former funds after both saw assets shrivel during the pandemic. An announcement posted to the fund group’s website confirmed it had combined the Ninety One UK Total Return fund with the UK Special Situations fund at the end of February. Explaining its decision Ninety One said UK Total Return’s size “has declined significantly to the point that it is no longer economically...
Introduction This interim management statement covers the first quarter of the 2020/21 financial year, 1 October 2020 to 31 December 2020. Investment performance measures contained in this report are calculated on a pence per share basis and include realised and unrealised gains and losses. Investment report The quarter started with three areas of significant concern: a contested US election result; a no deal departure from the European Union; and a winter resurgence of CV19 pandemic. The eventual resolution to the two political risks will in time get greater attention, but for now we remai...
The Fund adopts a total return approach, using income as the engine This is in stark contrast to underperforming absolute return strategies We believe DIF’s approach makes it a reliable core holding Capital markets were challenging to navigate in 2020, but it was possible to deliver a positive return primarily driven by resilient income; the Diversified Income Fund (DIF) did so for an eight consecutive year, offering protection during weaker markets in addition to upside participation; this versatility is down to three core elements of its philosophy. The Fund adopts a total return approach...