The Investment Cuddle

This month the Cuddle covers our visit to The Investment Company Showcase, the second year the Association of Investment Companies (AIC) have held their showcase event.  We talk through our best bits and cover the funds and managers that caught the eye.
 
Music by https://audionautix.com
 
Information links
Association of Investment Companies (AIC)
https://www.theaic.co.uk
The Investment Company Showcase 2023: https://www.theaic.co.uk/the-investment-company-showcase-2023
https://www.theaic.co.uk/the-investment-company-showcase-2023/mancy-room
The big income panel
Simon Gergel, Merchants Trust
Rebecca Maclean, Dunedin Income Growth
James de Uphaugh, Edinburgh Investment Trust
Keynote speaker: Lawrence Burns of Scottish Mortgage Investment Trust:
How small should you go?
Roland Arnold, BlackRock Smaller Companies
Jean Roche, Schroder UK Mid Cap Fund
Gervais Williams, Miton UK MicroCap Trust & Diverse Income Trust
https://www.theaic.co.uk/the-investment-company-showcase-2023/avize-room
It’s all about the dividends: Gervais Williams of Diverse Income Trust
Infrastructure - Built to last
Chris Morgan, International Public Partnerships
Edward Hunt, HICL Infrastructure
Steve Cook, Sequoia Economic Infrastructure Income
 
Keynote speaker: Nick Robinson, Presenter, The Today Programme
 
 
 
 

This month the Cuddle the OEIC investment riddle continues, looking at investment alternatives to Terry.  We talk through potential alternatives and how they have performed over the last five years and what they may provide in returns over the next decade.
 
Music by https://audionautix.com
 
Information links
Funds that have Outperformed over the last 5 years
Artemis UK Select: https://www.artemisfunds.com/en/gbr/investor/funds/explorer/artemis-uk-select-fund/class-i-accumulation-units-gbp
Fidelity Special Situations: https://www.fidelity.co.uk/factsheet-data/factsheet/GB00B88V3X40-fidelity-special-situations-w-acc/key-statistics
TM RWC RedWheel UK Equity Income: https://www.redwheel.com/uk/en/professional/product-page/tm-redwheel-uk-equity-income-fund_tmei/#
 
Funds to outperform over the next 10 years
GuardCap Global Equity: GuardCap Global Equity Fund I GBP Acc|IE00BVSS1C10 (morningstar.co.uk), GuardCap Global Equity I GBP Price & Performance | Bestinvest
Stonehage Fleming Global Best Ideas: Stonehage Fleming Global Best Ideas Equity (D) Income Fund Price & Information (hl.co.uk)
Seilern World Growth: Seilern World Growth GBP U R|IE00B2NXKV01 (morningstar.co.uk)
 

This month the Cuddle covers the OEIC investment riddle, looking at investment alternatives to Terry.  We talk through alternatives with a similar philosophy and how to create your own strategy.
 
Music by https://audionautix.com
 
Information links
Fundsmith https://www.fundsmith.co.uk/factsheet/
BlueWhale https://bluewhale.co.uk/factsheet
 

This month the Cuddle covers non-renewable energy, looking at the different types of fossil fuel energy companies and funds.  We talk through how to invest in this sector with a few investment options.
 
Music by https://audionautix.com
 
Information links
Harmony Energy Income Trust plc – HEIT - https://www.heitp.co.uk
Blackrock Energy & Resources Income (BERI) - https://www.blackrock.com/uk/solutions/investment-trusts/our-range/blackrock-energy-and-resources-income-trust/performance-holdings
Oil & Gas Companies
BP - https://www.bp.com/en/global/corporate/news-and-insights/reimagining-energy/4q-and-full-year-2022-results-highlights.html
Shell - https://www.shell.com/investors/why-invest-in-shell.html
Exxon - https://investor.exxonmobil.com/news-events/press-releases/detail/1143/exxonmobil-announces-first-quarter-2023-results
CNQ - https://www.cnrl.com/investors/investor-relations/#none
 

This month the Cuddle covers renewable energy, looking at the alternative to wind and solar.  We talk through how to invest in technologies such as Fuels, Fuel cells, Energy storage, Hydrogen within the renewables sector and review a few investment options.
 
Music by https://audionautix.com
 
Information links
Shares – Fuel Cells & Electrolysers
Fuelcell Energy Inc – FCEL https://www.fuelcellenergy.com
Ceres Power – CWR https://www.ceres.tech/investors/
Plug Power – PLUG https://www.plugpower.com/fuel-cell-power/
ITM Power plc – ITM – electrolysers https://itm-power.com
Funds - Hydrogen
Legal & General ETF, Hydrogen Economy UCITS ETF USD (GBP) – HTWG
https://fundcentres.lgim.com/en/uk/institutional/fund-centre/ETF/Hydrogen-Economy/
VanEck Investments Ltd, Hydrogen Economy UCITS ETF Acc – HDRO
https://www.vaneck.com/uk/en/hdro/overview/
HydrogenOne Capital Growth plc – HGEN
https://hydrogenonecapitalgrowthplc.com
 
Funds - Energy Storage
Gresham House Energy Storage (GRID)
https://greshamhouse.com/real-assets/new-energy/gresham-house-energy-storage-fund-plc/
 

This month the Cuddle covers renewable energy, looking at the different types of wind energy funds.  We talk through how to invest in this technology within the sector and review a few investment options.
 
Music by https://audionautix.com
 
Information links
Greencoat UK Wind plc – UKW - https://www.greencoat-ukwind.com/disclaimer-country
The Renewables Infrastructure Group Limited – TRIG  - https://www.trig-ltd.com
WNDY Wind Energy ETF - https://www.globalxetfs.com/funds/wndy/
Global X ETF ICAV Wind Energy UCITS ETF Acc WNDG - https://www.morningstar.co.uk/uk/etf/snapshot/snapshot.aspx?id=0P0001OF8R
Vestas Wind Systems AS – VWS - https://www.vestas.com/en/investor
 

This month the Cuddle covers renewable energy, looking at the different types of solar energy funds.  We talk through how to invest in this technology within the sector and review a few investment options.
 
Music by https://audionautix.com
 
Information links
Bluefield Solar Income Fund Limited – BSIF https://bluefieldsif.com/investors/
Foresight Solar Fund Ltd – FSFL https://fsfl.foresightgroup.eu
NextEnergy Solar Fund Ltd – NESF https://www.nextenergysolarfund.com
News article - https://citywire.com/investment-trust-insider/news/nextenergy-solar-puts-assets-up-for-sale-to-raise-capital-buy-back-shares/a2415552?re=108593&ea=1099249&utm_source=BulkEmail_Investment+Trust+Insider+Weekend&utm_medium=BulkEmail_Investment+Trust+Insider+Weekend&utm_campaign=BulkEmail_Investment+Trust+Insider+Weekend
US Solar Fund PLC – USFP (bid situation) https://www.ussolarfund.co.uk
Global X Solar ETF – RAYS https://www.globalxetfs.com/funds/rays/
 

This month the Cuddle covers renewable energy, looking at the different types of renewable energy funds.  We talk through how to invest in the sector and review more than a few investment funds.
 
Music by https://audionautix.com
 
Information links
 
Aquila European Renewables – AERS, https://www.aquila-european-renewables.com
Downing Renewables & Infrastructure Trust plc – DORE, https://www.doretrust.com/investor-relations
Ecofin US Renewables Infrastucture trust – RNEP, https://uk.ecofininvest.com/funds/ecofin-us-renewables-infrastructure-trust-plc/
VH Global Sustainable Energy Opportunities Plc – GSEO, https://www.vh-gseo.com/investors
Octopus Renewables Infrastructure Trust plc – ORIT, https://octopusrenewablesinfrastructure.com
Premier Miton Global Renewables Trust – PMGR, https://www.globalrenewablestrust.com
Triple Point Energy Transition – TENT, https://www.tpenergytransition.com
The Renewables Infrastructure Group Limited – TRIG, https://www.trig-ltd.com
 

This month the Cuddle covers renewable energy, looking at the different types of energy generation.  We talk through technology within the sector and review a few technology challenges.
 
Music by https://audionautix.com
 

This month the Cuddle covers what went on in the markets in 2022, looking at indexes, bonds and individual companies.  We talk through how our portfolio performed and review our best and worst performers.
 
Music by https://audionautix.com
 
Information links
Blackrock Energy and Resources Income Trust (BERI) www.blackrock.com/uk/individual/products/investment-trusts/our-range/blackrock-energy-and-resources-income-trust/trust-information
Murray International Trust (MYI)
https://www.murray-intl.co.uk
Henderson International Income Trust plc (HINT)
https://www.janushenderson.com/en-gb/investor/product/henderson-international-income-trust-plc/
European Assets Trust (EAT)
https://www.columbiathreadneedle.co.uk/european-assets-trust/
Henderson Diversified Income Trust plc (HDIV)
https://www.janushenderson.com/en-gb/investor/product/henderson-diversified-income-trust-plc/
VinaCapital Vietnam Opportunity Fund (VOF)
https://vinacapital.com/investment-solutions/offshore-funds/vof/overview/