Tr European Growth Share Discussion Threads

[nimbo1] 04/10/2018 16:44

Its not a dog - if you are loosing you just got the timing wrong. I owned from 8-12 and did very nicely from it. Given the price action its not time to get back in just yet as very little support here or in the indices it seems.

[chc15] 04/10/2018 11:58

Absolute dog this trust... When will mgmt sort out discount!

[nimbo1] 04/10/2018 10:58

i was a bit early - stopped out at 985 - will watch and wait

[nimbo1] 21/9/2018 10:20

may start buying in here again now - discount widened a lot, graph seems to be flatlining and I think divi announcement in a few weeks could help...

[chc15] 07/9/2018 10:48

Yeh maybe, I've emailed Henderson to see what they are doing abt the widening discount, wonder if they'll respond.

[darola] 07/9/2018 10:35

Not far off! Might get battered down further yet, and as there is now concensus that equities could well be in another bubble the bottom may be much lower if that bubble pops...

[chc15] 07/9/2018 09:14

Battered, time to get in?

[darola] 28/8/2018 22:39

Fighting back....

[podgyted] 09/8/2018 18:34

>13% discount still there, which seems overly harsh. Continuing to accumulate, especially as I've come to the conclusion I want more euro assets in my portfolio.

(Plus the EU seems to be the one part of the globe where Trump seems to want to talk to)

[darola] 18/7/2018 21:48

>13% discount. Market sentiment has deffinetly taken a knock. I’ve got a chunk of my kids ISAs in this and given it’s diversity (100+ companies) it has to return to sensible levels at some point - it’s now 10% below its average NAV discount.

[cordwainer] 04/7/2018 05:46

Lowest close for more than 13 months, still decent discount close to 11%, I started topping up here.

[cordwainer] 19/6/2018 17:20

I tend to see around 10% discount as more the norm than the exception (see 3yrs+ history), but beginning to look cheap if you can ignore political clouds.

[darola] 14/6/2018 22:39

11.3% discount to NAV. Must be due s heavy bounce.

[darola] 01/6/2018 23:13

Economies always go up - it just depends on your timescales. Now at -10% NAV, so there is a lot of failure already built in here...

[amt] 30/5/2018 08:59

Storm clouds over Italy bringing unsettled conditions to dampen European stocks at the moment. When the clouds lift and the sun comes out will be a good time to invest.

[cordwainer] 16/4/2018 17:49

I trimmed back my holdings @ 12.24 but in March started buying again @ 10.86 and 10.18

Don't know what to think really, managers can be good stock pickers for prevailing conditions but not good at weather forecasting and tend to get stuck with same clothes on whatever the weather. Apologies for the pathetic metaphorical meteorological musings.

[nimbo1] 23/3/2018 09:15

I sold around 12. It's an excellent trust - real opportunity at some point. To state the obvious this trade war stuff could get a lot worse so Im feeling very cautious but excited at the same time to collect some bargains.

[darola] 22/3/2018 15:52

Not often you see a fund in free fall... could well be getting into oversold. NAV is about -9%.

[pjw956] 21/3/2018 20:36

slide continues, discount widens, looks like institutional sells to de-risk from this fund...got to be worth dipping back in soon

[pjw956] 09/3/2018 20:47

nav rises , share price falls; trg is regaining its discount to nav so poss buying opportunity approaching.

[davebowler] 19/12/2017 13:19

18 December 2017, the unaudited net asset value was
1181.1p.

[darola] 05/10/2017 18:48

Might consider buying back in if the discount extends back to 10%+.

[davebowler] 05/10/2017 15:49

4 October 2017, the unaudited net asset value per share
calculated
in accordance with the AIC formula (including current financial year revenue items) was
1228.2p.

[darola] 13/9/2017 08:52

In a u-turn I've decided to sell up here. The share price rise is significantly ahead of NAV and I feel at some point that has to correct. Holding the funds as cash for now and considering my next move.

i.e in the last 6months the share price has increased by >35%, but the NAV by only 16%. So they are way out of step.

[luckymouse] 12/9/2017 17:04

15% a qtr is the way to go