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Share Name Share Symbol Market Type Share ISIN Share Description
Acorn Income Fund Ld LSE:AIF London Ordinary Share GB0004829437 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -0.50 -0.14% 351.50 348.00 355.00 352.00 351.50 352.00 39,552 11:34:05
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 4.2 3.5 22.3 15.8 56

Acorn Income Fund Ld Share Discussion Threads

Showing 126 to 150 of 275 messages
Chat Pages: 11  10  9  8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
10/8/2018
17:04
asmodeeus Thank you for your explanation which has clarified things for me.
stmartin
10/8/2018
16:28
If you rely on your share portfolio for income, as I do, dividends are a priority, if only for peace of mind. I was once persuaded to ignore dividend-payers and go just for capital growth. The market collapsed, and so I had to start selling at losses to pay the bills - not an experience I ever wanted to repeat. And of course those who don't need the income and can reinvest the divs. as well as having capital growth are laughing, as they say.
asmodeus
10/8/2018
11:15
carterit Perhaps you can answer a question that has always puzzled me. Why is the level of dividend , for some people, a reason to buy ? I've always looked at total return and sold if I have needed money at a certain time ( not on a regular basis ). It always bothered me that EAT would pay its high dividend out of capital if necessary, although the reason I sold it was significant decline in performance ( same as why I sold AIF last week ) Is there a tax advantage, is it simply less hassle to receive cash regularly without puzzling about timing your purchase or something else ?
stmartin
10/8/2018
11:04
Caterit - I have a portfolio remarkably similar to yours, (i.e. dividend-payers), and my philosophy is to believe (and hope) that even if cap. values fall, dividends will still be payable - if reduced - and I can still pay the bills. In the past I have been prudent (panicked) and sold, only to miss the bottom and be filled with regrets on the recovery.
asmodeus
10/8/2018
09:13
Carterit - like you, I have sold out of most growth-focused ITs and retained the dividend payers. I haven’t yet reinvested and am about 60% cash at present. The geopolitical nightmare seems likely to continue for a while yet, and to get worse before it gets better. I don’t see any market as a safe haven from Trumpism, including Europe, e.g. Erdogan locks up preacher, Pence insists on sanctions, Lira falls, Turkish companies default on loans, European banks suffer, etc etc. Brexit, Iran, China, Russia add to the volatile mix.
caradog
09/8/2018
22:51
Yep,was in that one until earlier this year but div is half that of SDV/AIF,also EAT in european smaller companies,so didn't meet my criteria,and as i've probably looking at taking the dividends rather than re-investing in another 2/3 years,i've been gradually repositioning to the higher dividend payers. As well as the 2 mentioned ones,i have BBOX,FCRE,MXF in property type funds,AAIF,HFEL,MYI in asian/global income/growth BRCI ,BRWM in commodities,EDIN,MRCH,HHI in uk based funds,HGT,FPEO for private equity,EGL,HICL in UK/EU/Global infrastruture,IPE,NCYF in financials BSIF,TRIG in renewables/environment
carterit
09/8/2018
20:46
If you particularly like this sector, maybe you should look at Aberdeen Smaller Companies Income IT which is on a 13% discount and has soundly beaten AIF on performance on all periods up to 5 years - didn't look up dividend.
stmartin
09/8/2018
19:27
....and if previous falls over the last 4 years are anything to go by,they can reach 15-24% or so,of which we have had half a dozen during this period.I wouldn't have a problem adding at current prices or lower,obviously while keeping an eye on the NAV (buts that why we buy managed funds),and thats why i buy investment rather than unit trusts (so i can buy at a discount in unfavourable times). I remember buying several property funds in early / mid 2009,and getting back into a couple of commodity funds from the end of 2015 onwards.
carterit
09/8/2018
19:01
Same here ,long term holder since 2011. Provided NAV remains stable and dividends are above 4% (currently about 4.7% on expected payouts this year),then i am happy to hold. Have approx 20 funds in various sectors/countries,averaging approx 5% dividends,which are still currently auto re-invested. Been investing long enough now to know that markets don't always go up,and invested in enough sectors,countries so that while some sectors/countries may go down,others may go up. Its also times like these when i'm also happier to buy. Would sooner buy a fund at a 10% discount (especially one paying a decent dividend),than one at a premium.Not added more yet,but will do if it continues to drop further.
carterit
09/8/2018
18:13
I'm a long term holder, so to buy on big dips is my simple strategy. The nav is still good.
chc15
09/8/2018
16:39
The only worry is if the value of the underlying assets were to fall. At the moment a net asset value of 460 means you are buying those assets at a 10% discount.
whilstev
09/8/2018
14:38
CHC15 Are you not at all concerned to know why the continued sharp decline? 5% in two days is a hell of a lot and that follows from last week when , AFAIR, the price was 463 and it is now 413/420.
stmartin
09/8/2018
14:31
Have added buy price 413.7 so even better.
whilstev
09/8/2018
14:11
Down more, will continue to top up here
chc15
09/8/2018
12:21
Discount now over 10% with a dividend of 4.5% and rising this is now a bargain. Thankyou Mr Baron. It wouldn't surprise me if he now changes his mind and recommends buying again!!!
whilstev
08/8/2018
13:13
"good dividend and long term record" I suppose it depends what you mean by long-term record. It declined badly after McClure's death in 2014 and I was thinking of selling then, but it came back somewhat after a year or so. I tend to compare it to the UK Smlr Cos trusts and since I have owned Henderson Smlr for the same period, have always judged them against each other : the last 12 months have given + 19.4% for HSL and + 0.4% for AIF and since I am currently somewhat concerned about a generalised slump, I decided that that, plus the poor performance was a good reason to sell AIF last week.
stmartin
08/8/2018
09:52
I've topped up my holding today. Watching SDV too, barron sold them too.
chc15
08/8/2018
09:19
Large discount now opening up, good dividend and long term record. Also nav has started to rise so I've bought in as a long term hold, see how it pans out.
on one
07/8/2018
13:35
Top ten holdings are not inspiring. Nothing in the IC.
petewy
06/8/2018
20:44
If you look at the returns for the last 6 and 12 months , they have been rather poor, so maybe this is Baron's reasoning.
stmartin
06/8/2018
09:45
Does anyone know John Baron's reasoning for sell? This still seems a sound long term growth and income investment to me. Possibly a buying opportunity!!
skyblue65
05/8/2018
22:29
Possibly because John Baron portfolios announced a sell on the 3 August from their portfolios . I assume several investors were then selling with few buyers in the market . So a case of sellers far utstripping the number of buyers
kimptonplace
03/8/2018
14:28
Any known reason for the sharp falls of last few days ?
stmartin
02/8/2018
11:01
As at the close of business on 31st July 2018 the estimated Net Asset Values of the Company's shares are as follows: NAV Shares in NAV Date Issue Cum-income NAV* 469.79p 15,916,687 27th July 2018
davebowler
06/6/2018
20:24
New research report out from Edison. hxxxx://www.edisoninvestmentresearch.com/research/report/acorn-income-fund8/preview/?utm_source=edison&utm_medium=RNSreach_press_release&utm_campaign=AIF_06062018
george4064
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