|Sr Europe Investment Trust
||EPS - Basic
||Market Cap (m)
|Equity Investment Instruments
Sr Europe Investment Trust Share Discussion Threads
Showing 51 to 75 of 75 messages
|What would you have bought instead?|
|178p = a pretty poor outturn imo - poor timing!|
|Cash due in May.|
|GL, going for cash/NAV fastest route possible.|
|honest answer is roll and then probably likely sell in h2 so that i can control my market exposure better!|
|Thanks, are you going to roll then?
|Darwell's european unit trust which is the roll over option.. good to see weiss increasing holding - squeezing the pips for the last couple of percent.|
|Not sure there is anything to disagree about yet. Which Unit Trust are you refering to?|
|i think we will agree to disagree here. I was however referencing the unit trust and the flat 75bps fee which i am afraid seems dgood value in contrast to the exorbitant fees /performance fees that the likes of sr. tried to charge....|
|edwardt, if you mean JEO it's trading below NAV now!
My point is nothing has zero probability. Jupiters fund is relying on zero probability of failure and IMHO opinion that is not a safe way to invest.
In 2006/2007 RBS was seen by many to be a buy at £5 with a 7% divi! Do you know what the shares are worth today?
Look at that figure and remember it has also had two rights issues and is backed by the UK tax payer/government who also dont understand risk and 0 probability.
NorthernRock etc etc
When AIG went bust...I could NOT even trade Gold ETF's!|
|praipus - i think my point is the trust will always trade at nav - i am happy simply to back the businesses in his portfolio - novo nordisk, experian, pearson et al are all good businesses.|
|This liquidation is poor news for holders, as it is the wrong time to liquidate such a trust in my view. Not going to invest in a Jupiter fund, as don't like Jupiter much. Oh well, will take the cash and invest in a better investment trust. Lots better than this one!|
I dont want to sound too critical but even the objectives of the trust sound unconvincing against the current economic climate and nothing about shareholder value. It should say we rely on pure luck and the economy doing really well. And if everything goes wrong being able to sell enormous holdings quickly in to weak markets.|
|Edwardt - I dont know his portfolio at all I would be interested to have a look.
As for long only, if you buy something because it is below NAV surely you should short it or sell it if it is above NAV?|
|Praipus - he is a good solid long only manager - long term performance over 10 years is superb - sometimes it pays to back a stock picker - he rarely changes a portfolio - his biggest holding is novo nordisk which i own pa and is a superb business. i think sometimes it pays to have long only managers and move away from the pariahs that are hedge funds from time to time!|
|oh..no..lol why dont I check my facts more carefully? How humiliating. Thank you for correcting me rambutan2.
Although isnt that even more risky? If the fund goes bust he loses his job and his savings?|
Wrong target, Mr Darwell is managing his own money, £11m of it via the trust equiv...
|Circ re Proposals - voluntary winding-up/reconstruction
|Alex Darwell ?
Hmmm bit nervous about "well known" tenure/employed Asset Managers. Why arent they managing their own money?
Do they really care if it goes wrong?
Seen one or two speak at T1Ps investor show never to be seen or heard of again....lol
No problem really but so few have a truely critical risk averse frame of reference.|
|well alex darwell has picked up a good little inflow into his fund! i will probably roll into this as i like his approach. unit trusts normally nail you with a front end charge of 5%. in this instance, i am getting circa 3% head start. perfect.|
|Yep I wont leave until the arbitrageurs do. It's boring but they can time things better than I can. "usually"!|
|praipus -still here? been a nice ride..|
|MF Global springs to mind.|