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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