Invesco Perpetual Uk Sma... Share Discussion Threads

[essentialinvestor] 14/10/2022 15:30

spooky, comparing to MTU, ASCI ..

Available under 3.80 on the bid earlier.

[spooky] 14/10/2022 15:26

Surprised you talk about an eye watering discount - 15%.

[essentialinvestor] 14/10/2022 14:56

Eye watering discount to NAV, arguably near a cycle low. Added again this morning.

[essentialinvestor] 13/10/2022 20:33

Added quite a few this afternoon, looks low down here,
unless there is another significant leg lower for equities

[essentialinvestor] 14/9/2022 16:23

Added a small amount, IPU looks better value than either ASCI or MTU currently?.

[essentialinvestor] 12/9/2022 13:56

What they ever saw in RTN, but will overlook that one.

[orinocor] 12/9/2022 09:16

This is on a great price again. I've been buying at between 427p and 434p the last few weeks.

[tonytyke2] 04/8/2022 09:56

Well done 2wild, you seem to have invested at the right time here.The small cap trusts appear well undervalued at the moment (for obvious reasons), but buying for the longer term may prove to be a good investment imo. I picked up HRI recently at more than 21% discount to NAV (but no dividend though). It does have a tech focus.Will continue to monitor this sector and add on very wide discounts to NAV. Good luck with your investments.

[2wild] 29/7/2022 20:48

IPU up 8% in last 4 weeks, with NAV up 7.65% in July, to 563.86p. Not sure how much longer positive sentiment will continue, however buying on a 15% discount gives a good cushion against falls.

[essentialinvestor] 29/7/2022 12:30

They got TEP right, that's for sure!.

[topvest] 29/7/2022 12:28

I've recently added this to the list of my small cap trusts. I tend to agree that small cap trusts are looking pretty good value after under-performing by 25% or so of late. Of course, things could get worse in the short-term, but long-term likely to make money at or around this level.

[2wild] 19/7/2022 12:33

I picked up some last week at 432p. 19.7% discount to current NAV including today's gains.

[orinocor] 18/7/2022 11:16

I may be too early tony. We'll soon see but I'm not too fussed, I can buy lower if I need to. The NAV discount is around 15% but that does not include the big rise in the markets on Friday and another 1% today so far.

[tonytyke2] 18/7/2022 10:52

Orinocor, Good luck with your investment here.Since my last post on Feb I am still monitoring IPU closely here for a good entry point. The discount to NAV is still around 15% as it was in Feb. Recent updates from the likes of Hilton Foods, Essentra and 4imprint obviously raise some concerns of headwinds etc. but they are still doing well/ok. More than a 5% dividend on offer here which is great also.If inflationary pressures start to ease and fears of a recession, this imo would be a fantastic buy and could make some really quick share price progress. GLA with your investments.

[orinocor] 18/7/2022 10:03

I'm buying down here. The mid/small cap trusts is where the value is just now imo.
ASCI another good one that is oversold.

[melloteam] 21/6/2022 13:34

Mello Events is hosting a FREE Investment Trusts and Funds event on Thursday 23rd June at 12:30pm.

The programme is as follows:
12.30 pm Mello welcome from Karin Schulte and Company presentation from Ocean Dial
1.05 pm Company presentation from Invesco
1.40 pm Moira O’Neill from Interactive Investor analyses how retail investors are asset allocating in 2022
2.00 pm Company presentation from HarbourVest
2.35 pm Nigel Hawkins present on REIFs (Renewable Energy/Infrastructure Funds)
3.05 pm Company presentation from TB Amati Strategic Innovation Fund
3.40 pm Mark Bentley presents his best performing income trusts for 2022

To register for free, please click here:

[2wild] 26/5/2022 16:15

Added at 481p, 16.2% discount to 574.11p NAV. 4.74% dividend yield.

[brwo349] 05/5/2022 14:45

11.55p dividend goes ex on 12th May

[brwo349] 05/5/2022 14:43

Surprised with the weakness here given it has not yet gone ex dividend.
500p is a good price imo.

[tonytyke2] 22/2/2022 08:35

Crikes, on a NAV of near 628p, the current share price is discounted by nearly 15.5%. If this discount extends to more than 20% with the trust paying a decent dividend also, I may buy.With inflation and possible Russian conflicts/ sanctions, I am monitoring for now.

[2wild] 27/12/2021 18:26

NAV up 22.6% during 2021 from 561.09p to 687.75p.

At 614p discount to nav is 9.1%

[123ct] 10/12/2021 18:55

I have a holding in this for income as prefer it to UK equity income funds, I am actually at the point where I also hold a number of US trackers and am close to thinking that US Passives is the only Investment worth holding as there is no way the UK markets will go up if US markets fall, EQQQ gives you the high risk high return and for less risk there are various sector and indices ETF to hold,

I did watch the presentation and they are good presenters but nothing exciting comes across

[sphere25] 10/12/2021 16:46

A short video here with some interesting snippets.

The chart on the P/E split by country is interesting. It gives a feel of where we are. Granted there are some behemoths and excitable (is that the word? maybe some of the multiples are slightly less nutty with the correction?) sectors that can skew the picture in the US.

The US must underperform at some point. If it is an orderly correction in the multiples, then we're ok in the UK (that has been the theme recently), but if they have a disorderly one (that always happens at some point) then we get clobbered all around the market with indiscriminate selling.

That is always the problem.

All this leverage out there makes you wonder how on earth it can be orderly at some point in the future too.

All imo
DYOR

[chc15] 29/10/2021 10:12

Topped up here, along with EDIN.