Rit Capital Partners Share Discussion Threads

[damanko] 04/2/2008 16:10

Owen. .

Nice one. I put some money into BAE Systems at the same time, for the equivalent of around 90p (including reinvested dividends etc). Seems you have done rather better.

Managed to invest in RIT in 2004, sitting on quite a tidy profit, and intend to sit there for another decade or so.

16 years..........., now where did that go? I was in Jubail, KSA, air raid sirens going off every day. Never did see a scud though...

[elmfield] 04/2/2008 13:05

This is one of my largest core holdings! Can't find better in my view.

[owen999] 04/2/2008 13:03

see washbrook

[owen999] 04/2/2008 13:03

see washbrook

[haydock] 01/1/2008 11:02

This I now know as an absolute fund.
It sets out to preserve the value of money by beating the rates available year in year out, correct me if I am wrong.
The Rothschilds have over 20% of the holding,& that has always looked significant in my book.
It also has particularly at the moment a large part of the holdings in non - quoted comapnies, which in the past has led to spectacular success when they have been brought to market, ie, the japanese bank holding.This will add to the stability in a falling market.

There is a savings fund which i use, monthly from £50,this has all the advantages of averaging.You can of course do lump sum & Isa.
Happy New Year.

[damanko] 31/12/2007 22:37

BobP, good job you looked again, it may be worth your while. However ... you'll not get many posters on this thread reacting to a swing, either way. Ie they are pretty sure their money is safe, come what may. Unlike the majority of (investment) threads on ADVFN, this should be seen as medium term, at least. I invested in '04, though I admit I made a mistake. By not getting in some years before....

If you're looking at the sector in general, may be worth your while researching Pantheon International Participations, HG Capital, as well as Hansa Trust. All slightly different in their methods, but very good long term, in put it away and forget about it - terms.

[bobp] 31/12/2007 19:33

I amend the above, just looked at it over a 5 year period and it moves ahead of the FTSE ASX over each 6 month period. It was the weekly check that caught me out. It consistently beats the index. Its the volatility that can confuse if you look at it over a v short period.
So, one for the long term. I may put part of my ISA in there.
BobP

[bobp] 31/12/2007 19:22

haydock and elmfield,

First time I've heard about this one, I looked it up after reading it in the FT.
I have to say though that it doesn't actually inspire me too much to rush in just yet but I will keep an eye on it.

In the FT it seemed to read as though it was a 'savings scheme', one you could add to each month, I take it the writer refers to drip feeding into it regularly? Any comments welcomed.

By the way, Happy New Year to you both in advance!

BobP

[haydock] 31/12/2007 09:39

Well the write up's are few & far between, most people have never heard of this one & it's many advantages in troubled times, to which they have been very sensitive for a while now.

It's been in my blood for the last 4 years,when they cut me open they will find it printed on my bones,like Blackpool rock.It's my last line of defence.

More relevant perhaps is the buys by the family, perhaps to pop a few into the grand-children's sipps.

[haydock] 06/11/2007 08:48

The net asset value is usually available on most sites, revalued quite often.
However the above seems to be the latest available details.
Should revalue quite soon.

Notice sign of the times, has gone back to a premium, demand & supply.
They don't make more RIT for troubled times.

[damanko] 06/11/2007 07:54

Trendie, the following is from the trust's own website, data at 31/08/07 (the share price was at a 12 month high at that date):

To invest in a widely diversified, international portfolio across a range of asset classes, both quoted and unquoted; to allocate part of the portfolio to exceptional managers in order to ensure access to the best external talent available.



(As at 31th August 2007)


Total Assets
£2,015m

Net Assets
£1,668m

Net Asset Value per Share
1077p

Share price: mid-market
1112p

12 month high
1112p

12 month low
911p

Premium
3.3%

Cash & Fixed Interest (as a % of total assets)
14.5%


Geographical Exposure (as a % of net assets)


United States
39%


UK
19%


Europe
22%


Japan
7%

Far East 9%
Other 10%

Liquidity & Other Assets
-6%


Currency Exposure (as a % of net assets)


Sterling
51%


Euro
17%

US Dollar 12%

Japanese Yen
6%


Other Far East
6%


Swiss Franc
1%


Other
7%


Share price total return on £100


1 year
£122.06


3 years
£187.18


5 years
£284.37


10 years
£431.86


NAV total return on £100


1 year
£122.40


3 years
£177.73


5 years
£245.36


10 years
£342.21

[trendie] 05/11/2007 14:22

Does anyone know the current NAV?

[damanko] 31/10/2007 10:33

As we've mentioned before, one to buy, lock away for 10 years or so. And have few worries about, whatever the state of the market.

A decent mix of equities, property & private equity. The Rothschild family are perceived to use it as their pension fund. Long may that continue.

[haydock] 31/10/2007 10:07

Always with RIT.
They are of greatest interest at periods when the market falls.
As an absolute fund, only trying to beat interest rates.
A place where Rothchild keeps some of his money, nuff said.

It's the asset spread, & the management spread is the key.
Cannot be beaten for that.

[trendie] 31/10/2007 09:57

Does anyone else follow this stock closely?
They have an upward trend no matter what is going on around them.

[honiton] 21/9/2007 13:09

up it goes again....ah....

[honiton] 19/9/2007 11:59

tuned in aren't they!!

[elmfield] 19/9/2007 09:43

OH! how I love these guys!

[honiton] 17/9/2007 16:17

a smallbit of blue on a day of red.

[damanko] 20/8/2007 11:04

Ditto. The fewer people on here whinging (like so many threads) - the better. Won't be selling anytime soon.

[haydock] 20/8/2007 10:35

Hope we have all held an forgotten about RIT.
Notice the outstanding performance in the market fall so far.
Newspapers not recommending RIT, as an absolute fund yet, but they will soon.
Note asset growth of late, is solid.
Continue to monitor as the crisis unfolds, core holding, so no thoughts of selling.

[davidbh] 18/8/2007 21:10

Yes, I have a good slab- also BTEM and Caledonia IT.
All kept me from lying awake at night.

[elmfield] 18/8/2007 16:21

Yes, one place that you can relax in,
A core back bone holding for any portfolio.