Invesco Perpetual Uk Sma... Share Discussion Threads

[its the oxman] 23/11/2020 16:25

Looking set to move above 500p and close the discount a bit. HSL strong today as well.

[chc15] 22/11/2020 18:24

Reading the ftse could go to 8 or 9,000 by end of 2021. If u think the 250 is the place, then have a look at VMID etf, good 250 tracker.

[its the oxman] 19/11/2020 09:05

Yes , betting the 250 will run hard if wider market recovery continues. Discount closing from current 12% to zero is a nice kicker on top. Surprised it is so much wider than other similar trust like Henderson and Schroder small / mid cap funds.

[joy division still] 18/11/2020 23:32

Yup topped up today, this is my highest percentage IT now , followed by FSV , here's hoping for a good run for the Ftse250

[its the oxman] 18/11/2020 16:33

Bought a few today c.468p , reckon 30-40% upside if wider market can get back above 7000 and discount can close here.

[biggest bill] 17/11/2020 15:25

123ct, you are not missing anything. The discount is anomalously large and I expect the discount to shrink in the near future. This is a buying opportunity.

[123ct] 17/11/2020 14:14

I watched an interview two weeks ago and the two Investment managers seem very on the ball, the yield is over 4%, most of their holdings can be found in the other small cap IT but whilst many have moved to very low single discounts the IPU is still around 15%, based on yesterday NAV of 525p, can someone point out what I am missing

[carpingtris] 11/11/2020 18:13

Nav now looks to be ~513p.. pretty big discount :)

[carpingtris] 10/11/2020 14:31

Glad to now see these above my 418p buy price :)

[chc15] 10/11/2020 14:23

Nav over £5, this should be higher..

[escapetohome] 26/10/2020 15:33

Dipped a toe in today

[carpingtris] 12/10/2020 21:59

See if ticks up tomorrow?

[orinocor] 12/10/2020 21:08

Interesting that 3 of the top 10 rose 8% today. RWS, SDL and Sanne.

[orinocor] 12/10/2020 13:36

NAV 483.5p

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

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 13:20

Good day here so far!

[orinocor] 23/9/2020 13:00

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

[chc15] 23/9/2020 10:28

Topped up here, big discount,

[spin doctor] 17/9/2020 21:47

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 21:01

Down even on a day like today

NAV 480.69p

[joy division still] 11/9/2020 08:02

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 23:28

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 23:18

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