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IPU is this the time
andy mac
Posted: 02 August 2017 12:59:49(UTC)
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How does IPU rate today

Has anyone been paid from the buy back from June
Is it a good time to buy in to IPU
Mr Helpful
Posted: 02 August 2017 15:26:45(UTC)
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andy mac;49482 wrote:
How does IPU rate today
Is it a good time to buy in to IPU


"Good time" = Price ?
IMHO there have been better pricing opportunities, but no inspired guesswork going forward.
Pretty much everything looks a touch expensive today after the extended upswing.
Useful asset though if looking for income from this sector.

Will it be funded with a switch out of another position such as SDV (good comparator) ?
Spartacus
Posted: 06 August 2017 20:41:07(UTC)
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Mr Helpful;49487 wrote:


Will it be funded with a switch out of another position such as SDV (good comparator) ?


If you look at 10 year performance, it's no contest between IPU and SDV. SDV has hardly shifted, but IPU is up 150%
1 user thanked Spartacus for this post.
Mr Helpful on 08/08/2017(UTC)
joshua jackson
Posted: 26 September 2017 14:41:00(UTC)
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Joined: 19/09/2017(UTC)
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thanks for your opinion! There are much good information
Money Spider
Posted: 26 September 2017 23:21:34(UTC)
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I like IPU and have owned some for a couple of years. They fit my 'dividend-bearing small companies IT' criteria when bought. Share value is up about 31% for me over that time, plus dividends. I didn't sell any back to the trust in the summer as that didn't fit with my CGT position for this year, otherwise I probably would have done and then bought them back when the discount widened.

So, I rate the stock, but they don't look cheap at present. Discount is at about 12-month average, so maybe not excessively expensive. My conclusion: not bargain territory, but not ridiculously expensive. I would like to buy some more for Mrs. MS, but I will wait for now.
srg751
Posted: 27 September 2017 09:04:49(UTC)
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Spartacus;49570 wrote:
Mr Helpful;49487 wrote:


Will it be funded with a switch out of another position such as SDV (good comparator) ?


If you look at 10 year performance, it's no contest between IPU and SDV. SDV has hardly shifted, but IPU is up 150%



SDV is not really the best comparison, although a good one. The manager of SDV (Horner) seeks income AND capital preservation. For instance, the trust held a put option on the ftse at 7450 which covered any losses down to ftse 6800.
Both of these trusts have managed a total return of around 150% over the past 5 years.

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