34. Gold, elections and not betraying confidences…

In the final podcast recorded at FundCalibre’s annual investment trust dinner, Peter Ewins, manager of BMO Global Smaller Companies investment trust gives us his thoughts on the US and UK elections, explains why Japanese funds dominate the portfolio’s top ten holdings, talks about the trusts’ exposure to gold mining equities and infrastructure projects around the world, and tells us what was discussed at the last board meeting.
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Having recently celebrated its 130th anniversary, BMO Global Smaller Companies is one of the oldest investment trusts in the market. It also has an impressive dividend growth track record, having achieved 49 years’ worth of dividend increases for investors. The trust invests directly in businesses in the UK, North America and Europe and invests in other small-cap funds to gain exposure to Asian, Japanese and higher-risk emerging market companies.

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The views of the author and any people interviewed are their own and do not constitute financial advice. However the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions. Before you make any investment decision make sure you’re comfortable and fully understand the risks. If you invest in fund or trust make sure you know what specific risks they’re exposed to. Past performance is not a reliable guide to future returns. Remember all investments can fall in value as well as rise, so you could make a loss.

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