Blackrock Frontiers Inve... Share Discussion Threads

[dbskinflint] 16/10/2020 14:34

Any views on the 11% holding by City of London recently announced?

[essentialinvestor] 08/10/2020 13:35

Starting to look attractive?

[essentialinvestor] 28/9/2020 16:37

Hopefully an improvement in performance going forward from here.

[spangle93] 27/8/2020 11:57

I guess whether that's a good or a bad thing depends on whether you're already invested :-(

[davebowler] 27/8/2020 11:05

extract......, the portfolio is still at around the lowest valuation level it has been at over the past decade......

[loganair] 23/7/2020 10:36

BlackRock Frontiers faces drop from Interactive Super 60:


The BlackRock Frontiers (BRFI) investment trust was placed under ‘formal review’ in July following ‘an extended period of unsatisfactory performance’.

Over three years, its net asset value (NAV) has dropped 21.7%, while the shares have lost more than a quarter of their value. The £225m trust, which is managed by Sam Vecht, currently trades on a 6% discount and yields 6.2%.

‘Our in-depth review process will consider the various factors that contributed to the disappointing results, and will include a review of the team and the fund manager investment process,’ said Lipski.

[panshanger1] 12/5/2020 13:14

All quiet here Added a few today on a reasonable discount

[andyj] 07/4/2020 00:58

Despite being a holder, I am resisting the temptation to add. The countries where they are invested are mostly at the beginning of their virus outbreaks. They are economically fragile, heavily indebted and ill prepared for the disruption. Social unrest is very possible in Thailand and the Philippines where there is widespread corruption and dislike of their governments.

[panshanger1] 26/3/2020 10:10

UEM offering better value in this area ATM

[nimbo1] 26/3/2020 09:22

I used to own this a few years ago.

Its now at a 7% premium!! Probably another leg down to come then.

[essentialinvestor] 09/3/2020 12:43

Nope, that was me.

[panshanger1] 09/3/2020 12:19

You did well to pick any up at 95 !I thought those trades were in fact sells

[essentialinvestor] 09/3/2020 12:17

5,500 shares, had to split the trades.

[essentialinvestor] 09/3/2020 12:16

Got as many as I could at 95 pence, which was not many.

[panshanger1] 06/3/2020 14:17

Opened a position here Will look to add as things develop

[essentialinvestor] 27/2/2020 12:28

Well that looks under £1.11 on the bid atm, heading for 1.10 on the offer?.

[essentialinvestor] 26/2/2020 12:56

Mentioned previously we might see £1.10 a share here, not that far away now.

[essentialinvestor] 21/2/2020 12:09

Discount to NAV atm.

[essentialinvestor] 12/2/2020 12:01

These look very cheap if the virus burns itself out.

[essentialinvestor] 10/2/2020 08:48

Buyer around this morning.


Not sure why.

[andyj] 10/2/2020 00:40

I think once the virus is under control emerging markets will be back in favour, so although there could be more downside on a longer term view, absolutely.

[essentialinvestor] 06/2/2020 12:34

Anyone else think these are looking value?.

Just wondering whether to add.