Invesco Perpetual Uk Sma... Share Discussion Threads

[orinocor] 12/10/2020 12:36

NAV 483.5p

[biggest bill] 12/10/2020 09:08

The discount here looks far too big. Very unusually, the buying price here has been less than the selling price for the last couple of days. So I have been taking advantage of this. I presume that somebody is selling a substantial shareholding here which explains the unusually large discount and the bid/ask spread being negative. Once the shareholding has been sold, I expect the discount to revert to its usual size of around 5%.

[carpingtris] 08/10/2020 12:20

Good day here so far!

[orinocor] 23/9/2020 12:00

yes a very big discount at 363.7p to buy now.
Yesterdays NAV was 463p. Do the math.

[chc15] 23/9/2020 09:28

Topped up here, big discount,

[spin doctor] 17/9/2020 20:47

Interesting and positive insights into IPU (and four other smaller co ITs) in the article below from Kepler. Full article available free if you register.
Headline is that the discount is unjustified, and maybe a consequence of poorly communicated dividend policy.

hxxps://trustintelligence.co.uk/investor/articles/strategy-investor-blood-in-the-streets-retail-sep-2020#

[orinocor] 15/9/2020 20:01

Down even on a day like today

NAV 480.69p

[joy division still] 11/9/2020 07:02

EI, I am indeed, ever since i was a Scooterboy on my GP250 back in mid 80s, in general over past 15 years I've had most funds in Asia /USA, ( but missed all the recent USA rise). Now I think uk 250 is where long term value is so either this is or other 250 ITs will be getting most of my cash soon.

[essentialinvestor] 10/9/2020 22:28

Thanks for the view, bought a very small amount before the close
with a view to adding lower, if available.


If you zre a Joy Division fan I heard the 1995 remaster of Love Will Tear US apart
for the first time recently, quality.

[joy division still] 10/9/2020 22:18

I'm in IPU as my 2nd largest ftse250 fund, have been for years now, I over long term I think this does well v other funds, so I'm staying put, if drop to sub 350 will top up

[essentialinvestor] 10/9/2020 15:55

This is friendless atm.

Poor recent stock selection?.

[carpingtris] 09/9/2020 18:39

Good... I'd like to buy more when funds become available!

[orinocor] 09/9/2020 15:48

The discount will soon be 20% at this rate. Barely moves on a big up day for the markets.

[orinocor] 28/8/2020 11:39

NAV 482.5p

[123ct] 21/7/2020 09:56

The dividend announcement for the August xd is usually made around this time

[orinocor] 16/7/2020 14:44

The historical discount on this trust is 5% but I'm being quoted 387.6p to buy just now. With the NAV at 461p that's a 16% discount. I'm tempted to buy more but think I'll keep some powder dry.

[orinocor] 13/7/2020 10:58

Yes it does look undervalued.
A lot of upside looking at the chart and the discount is around 14%

[chc15] 15/5/2020 10:00

Went ex div, but got hammered last 2 days, looks good value, big discount.

[keyno] 12/11/2019 00:33

You need to be a digital subscriber to read that link.

But congrats on first posting here in 3 years.