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George Soros called the investment trust bust long ago

Why do share prices matter more to trust managers than company bosses?
George Soros called the investment trust bust long agoPublished on October 4, 2023
  • Trust discounts are a chance to buy in cheaply
  • But they are also an obstacle to growth

Last week, we looked at an investment trust â€“ Aberforth Split Level Income (ASIT) – whose management, low fees and record of unbroken dividend hikes have won it an enviable accolade: a share price in line with its net asset value (NAV). Such resilience is the exception in a sector whose average discount to NAV now sits at 14 per cent.

This struggle, as well as the efforts many trusts are making to correct those discounts, serves as a useful reminder of the odd market dynamic that can hurt such closed-end funds.

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