This month the Cuddle covers our visit to The Investment Company Showcase, the second year the Association of Investment Companies (AIC) have held their showcase event.  We talk through our best bits and cover the funds and managers that caught the eye.

Music by https://audionautix.com

Information links

Association of Investment Companies (AIC)

1. https://www.theaic.co.uk

https://www.theaic.co.uk/the-investment-company-showcase-2023/mancy-room

1. The big income panel

• Simon Gergel, Merchants Trust

• Roland Arnold, BlackRock Smaller Companies

https://www.theaic.co.uk/the-investment-company-showcase-2023/avize-room

1. It’s all about the dividends: Gervais Williams of Diverse Income Trust

• Chris Morgan, International Public Partnerships

Keynote speaker: Nick Robinson, Presenter, The Today Programme

This month the Cuddle the OEIC investment riddle continues, looking at investment alternatives to Terry.  We talk through potential alternatives and how they have performed over the last five years and what they may provide in returns over the next decade.

Music by https://audionautix.com

Information links

Funds that have Outperformed over the last 5 years

1. Artemis UK Select: https://www.artemisfunds.com/en/gbr/investor/funds/explorer/artemis-uk-select-fund/class-i-accumulation-units-gbp

Funds to outperform over the next 10 years

1. GuardCap Global Equity: GuardCap Global Equity Fund I GBP Acc|IE00BVSS1C10 (morningstar.co.uk), GuardCap Global Equity I GBP Price & Performance | Bestinvest

This month the Cuddle covers the OEIC investment riddle, looking at investment alternatives to Terry.  We talk through alternatives with a similar philosophy and how to create your own strategy.

Music by https://audionautix.com

Information links

Fundsmith https://www.fundsmith.co.uk/factsheet/

BlueWhale https://bluewhale.co.uk/factsheet

This month the Cuddle covers non-renewable energy, looking at the different types of fossil fuel energy companies and funds.  We talk through how to invest in this sector with a few investment options.

Music by https://audionautix.com

Information links

1. Harmony Energy Income Trust plc – HEIT - https://www.heitp.co.uk

Oil & Gas Companies

1. BP - https://www.bp.com/en/global/corporate/news-and-insights/reimagining-energy/4q-and-full-year-2022-results-highlights.html

This month the Cuddle covers renewable energy, looking at the alternative to wind and solar.  We talk through how to invest in technologies such as Fuels, Fuel cells, Energy storage, Hydrogen within the renewables sector and review a few investment options.

Music by https://audionautix.com

Information links

Shares – Fuel Cells & Electrolysers

1. Fuelcell Energy Inc – FCEL https://www.fuelcellenergy.com

Funds - Hydrogen

1. Legal & General ETF, Hydrogen Economy UCITS ETF USD (GBP) – HTWG

https://fundcentres.lgim.com/en/uk/institutional/fund-centre/ETF/Hydrogen-Economy/

1. VanEck Investments Ltd, Hydrogen Economy UCITS ETF Acc – HDRO

https://www.vaneck.com/uk/en/hdro/overview/

1. HydrogenOne Capital Growth plc – HGEN

https://hydrogenonecapitalgrowthplc.com

Funds - Energy Storage

1. Gresham House Energy Storage (GRID)

https://greshamhouse.com/real-assets/new-energy/gresham-house-energy-storage-fund-plc/

This month the Cuddle covers renewable energy, looking at the different types of wind energy funds.  We talk through how to invest in this technology within the sector and review a few investment options.

Music by https://audionautix.com

Information links

Greencoat UK Wind plc – UKW - https://www.greencoat-ukwind.com/disclaimer-country

The Renewables Infrastructure Group Limited – TRIG  - https://www.trig-ltd.com

WNDY Wind Energy ETF - https://www.globalxetfs.com/funds/wndy/

Global X ETF ICAV Wind Energy UCITS ETF Acc WNDG - https://www.morningstar.co.uk/uk/etf/snapshot/snapshot.aspx?id=0P0001OF8R

Vestas Wind Systems AS – VWS - https://www.vestas.com/en/investor

This month the Cuddle covers renewable energy, looking at the different types of solar energy funds.  We talk through how to invest in this technology within the sector and review a few investment options.

Music by https://audionautix.com

Information links

Bluefield Solar Income Fund Limited – BSIF https://bluefieldsif.com/investors/

Foresight Solar Fund Ltd – FSFL https://fsfl.foresightgroup.eu

NextEnergy Solar Fund Ltd – NESF https://www.nextenergysolarfund.com

News article - https://citywire.com/investment-trust-insider/news/nextenergy-solar-puts-assets-up-for-sale-to-raise-capital-buy-back-shares/a2415552?re=108593&ea=1099249&utm_source=BulkEmail_Investment+Trust+Insider+Weekend&utm_medium=BulkEmail_Investment+Trust+Insider+Weekend&utm_campaign=BulkEmail_Investment+Trust+Insider+Weekend

US Solar Fund PLC – USFP (bid situation) https://www.ussolarfund.co.uk

Global X Solar ETF – RAYS https://www.globalxetfs.com/funds/rays/

This month the Cuddle covers renewable energy, looking at the different types of renewable energy funds.  We talk through how to invest in the sector and review more than a few investment funds.

Music by https://audionautix.com

Information links

1. Aquila European Renewables – AERS, https://www.aquila-european-renewables.com

This month the Cuddle covers renewable energy, looking at the different types of energy generation.  We talk through technology within the sector and review a few technology challenges.

Music by https://audionautix.com

This month the Cuddle covers what went on in the markets in 2022, looking at indexes, bonds and individual companies.  We talk through how our portfolio performed and review our best and worst performers.

Music by https://audionautix.com

Information links

Blackrock Energy and Resources Income Trust (BERI) www.blackrock.com/uk/individual/products/investment-trusts/our-range/blackrock-energy-and-resources-income-trust/trust-information

Murray International Trust (MYI)

https://www.murray-intl.co.uk

Henderson International Income Trust plc (HINT)

https://www.janushenderson.com/en-gb/investor/product/henderson-international-income-trust-plc/

European Assets Trust (EAT)

https://www.columbiathreadneedle.co.uk/european-assets-trust/

Henderson Diversified Income Trust plc (HDIV)

https://www.janushenderson.com/en-gb/investor/product/henderson-diversified-income-trust-plc/

VinaCapital Vietnam Opportunity Fund (VOF)

https://vinacapital.com/investment-solutions/offshore-funds/vof/overview/