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Take on Trusts – February 2025

Take on Trusts – February 2025

In February, the Edison investment companies team published equity propositions on Baker Steel Resources Trust (BSRT), Murray International Trust (MYI), The Bankers Investment Trust (BNKR) and JPMorgan European Discovery Trust (JEDT). We explored HgT’s (HGT’s) robust 10.1% preliminary NAV total return in FY24, driven by strong portfolio performance. The Diverse Income Trust’s (DIVI’s) managers are extremely bullish on the prospects for UK stocks, which remain attractively valued. The UK large-cap index is outperforming the US as overseas investors are favouring excess cash-generating companies. Since 2019, Finsbury Growth & Income Trust’s (FGT’s) portfolio has changed, increasing exposure to digital winners (c 65%) and lowering its weighting to consumer companies, including the sale of overseas holdings, which previously made up nearly 20% of the fund. At Molten Ventures’ (GROW’s) investor day, the new CEO outlined five strategic priorities and highlighted opportunities in the European tech sector amid a generational shift. Until next month, the Edison investment companies team.

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