- From logistics to shipping, some high-yielding alternative assets make the cut
- Sensible income funds continue to appear in the list
- A UK value fund falters, entering bargain territory
- Elsewhere, odd portfolio traits may explain an especially prominent discount
From alternatives to dividend payers and contrarian equity funds, investors are still searching for anything to help them get through a painful period. That has seemed like a hard task, with the list of outperformers still looking fairly short.
One silver lining, for those with a long-term view, is the prospect of mispricing. Many assets can become cheap in periods of volatility and deliver the goods over the longer run, offering some interesting contrarian opportunities.
Here, it seems the options are plentiful. This month’s report throws up all manner of different investment trusts that may well have become mispriced - from a UK value fund whose sector positioning has caused problems, to shipping funds new and old, income portfolios and a leader in the life sciences field. But as ever, working out what exactly is priced in is far from straightforward.
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