UnaVida |Investment Trust – Value and Patience!

Investment Trust – Value and Patience!

Investment Trust – Value and Patience! – We are very pleased that a number of our selections have made positive returns over the last month with jumps of 12.75% and 10.39%.

If you invest in unit trusts, then normally the trend is your friend but investment trusts are different, with investment trusts, it is best to go for deep value and wait, and wait …

So what has affected our selections?

A recent article on Bloomberg provides a pointer “the Brexit vote has created opportunities by driving down the pound and the share prices of some UK companies. The increased affordability more than makes up for the uncertainties prompted by the referendum.”

A sector often ignored by advisers is Private Equity, we are fairly active in this sector using investment trusts, private equity investment trusts often take major stakes in companies, sometimes owning them outright. Typically, they exit after making a multiple of the purchase cost, so if you hold an investment trust which realises an investment at say 2.6 times what they paid for it AND your investment trust is on a wide discount to net asset value. Then as an investor you are doing very well indeed – that value will eventually pass onto you. Only in the last few days one of our selections received an offer for ALL of its shares quite recently providing our clients with a 35.6% profit.

That’s why I love investment trusts!

Please note these selections are normally only available to our Bespoke Investment Clients.

Registered in England and Wales. Registered Number 5553273.
Registered Address: 8f Millars Brook, Molly Millars Lane, Wokingham, Berkshire, RG41 2AD.

A pension is a long-term investment that typically cannot be accessed until age 55 (57 from April 2028). The level of pension benefits offered could change depending on the value of your investments (and any income they may generate).

The interest rates in effect at the time you begin receiving benefits may also have an impact on your pension income. The tax consequences of pension withdrawals will depend on your unique situation. In later Finance Acts, tax rates, tax bases, and tax relief may change.

The opinions expressed by Ray Best are meant to inform and educate. Before making any investment decisions always take advice that is pertinent to your investment personality and financial situation.

You are aware that past performance will not necessarily be repeated in the future, but you should be aware that persistent poor performance invariably will.

The value of an investment and the income from it could go down as well as up.

The return at the end of the investment period is not guaranteed and you may get back less than you originally invested.

UnaVida Wealth Management Ltd. is directly authorised and regulated by the Financial Conduct Authority (440577).

The guidance in this website is primarily aimed at a UK audience and is subject to regulation by the Financial Conduct Authority (FCA).

The Financial Conduct Authority does not regulate tax planning, estate planning, or wills and any form of legal documentation.