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.
Apple Podcast Spotify Podcast

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.

Read more about BMO Global Smaller Companies trust

This article is provided for information only. The views of the author and any people quoted are their own and do not constitute financial advice. The content is not intended to be a personal recommendation to buy or sell any fund or trust, or to adopt a particular investment strategy. 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. Past performance is not a reliable guide to future returns. Market and exchange-rate movements may cause the value of investments to go down as well as up. Yields will fluctuate and so income from investments is variable and not guaranteed. You may not get back the amount originally invested. Tax treatment depends of your individual circumstances and may be subject to change in the future. If you are unsure about the suitability of any investment you should seek professional advice. Whilst FundCalibre provides product information, guidance and fund research we cannot know which of these products or funds, if any, are suitable for your particular circumstances and must leave that judgement to you. Before you make any investment decision, make sure you’re comfortable and fully understand the risks. Further information can be found on Elite Rated funds by simply clicking on the name highlighted in the article.

More Episodes