Overview
Majedie Investments’ objective is to maximise total shareholder return whilst increasing dividends by more than the rate of inflation over the long term. It is the family investment vehicle for the Barlow family who made their money from plantations. Over the years it has invested to establish independent fund management businesses. Majedie Asset Management has been quite successful and now manages the company’s assets. Other ventures lost money but have now been closed.
Fundamentals
Price
Research History
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07 Jul 2020
QuotedData’s Investment Companies Roundup – July 2020
Investment Companies Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Table of contents New research Performance data Discounts and premiums Money in and out Major news stories Income Events Guide Appendix – Performance by sector full list New research Here is a list of research we published over June: CQS New City High Yield – […]
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08 Jun 2020
QuotedData’s Investment Companies Roundup – June 2020
Investment Companies Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Table of contents New research In this issue Performance data Discounts and premiums Money in and out Major news stories Income Events Guide Appendix – Performance by sector full list New research Here is a list of research we published over May: GCP Infrastructure – […]
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08 Jun 2020
QuotedData’s Economic Roundup – June 2020
Economic & Political Roundup Kindly sponsored by Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell […]
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07 Feb 2020
QuotedData’s Investment Companies Roundup – February 2020
Investment Companies Roundup Kindly sponsored by Baillie Gifford Table of contents New research In this issue Performance data Discounts and premiums Money in and out Major news stories Income Events Guide New research Here is a list of research we published over January: An annual overview note on Shires Income (SHRS) “Shires Income (SHRS) will […]
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10 Jan 2020
QuotedData’s investment companies roundup – January 2020
Investment Companies Roundup Kindly sponsored by Baillie Gifford Table of contents New research In this issue Performance data Discounts and premiums Money in and out Income Events New research Here is a list of research we published over December: An update note on BlackRock Throgmorton (THRG) “BlackRock Throgmorton continues to lead its peer group in […]
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10 Jan 2020
QuotedData’s economic roundup – January 2020
Economic & Political Roundup Kindly sponsored by Polar Capital and Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you […]
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07 Jun 2019
QuotedData’s economic roundup – June 2019
Economic & Political Roundup A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any of the […]
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22 Feb 2019
QuotedData’s investment companies roundup – February 2019
QuotedData’s investment companies roundup – February 2019 is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of January 2019. Kindly sponsored by Baillie Gifford. December’s sharp sell-off in technology and growth stocks reversed somewhat in January. This was […]
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11 Dec 2017
QuotedData investment companies roundup – December 2017
QuotedData investment companies roundup – December 2017 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of November 2017. Kindly sponsored by Baillie Gifford. December Investment Companies Roundup Money raised and returned in November There were no […]
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25 Apr 2017
Central Asia Metals - A consistent dividend payer with a high yield
QuotedData is publishing a new update note on a company in the mining sector: Central Asia Metals – A consistent dividend payer with a high yield Central Asia Metals (CAML) has increased its annual dividend by 24% year-on-year, to 15.5p per share, providing shareholders with a 6.6% yield. The company recorded its fifth consecutive year […]
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27 Oct 2016
Quarterly investment companies roundup – Third quarter 2016
Q3 saw the market adapt to life post the UK’s EU referendum. Sterling continued to fall but most stock markets stabilised and discounts narrowed across most sectors. While the US election is dominating headlines, it does not seem to be having much impact on markets so far. q3-quarterly-roundup
News
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01 Mar 2021
Greencoat Renewables recaps on a big year of growth
Greencoat Renewables (GRP) reported final results for the year to 31 December 2020, with key highlights from the year including the following: 2020 Generation increased by 22% to 1,404GWh, 3 per cent below budget. (2019: 1,154GWh) 2020 Net cash generation increased by 36% to €66.4 million (2019: €48.7million) Dividend cover for 2020 of 1.7x Increased the portfolio […]
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05 Dec 2018
Majedie fails to match benchmarks, discount widens
Majedie fails to match benchmarks, discount widens – Majedie Investments says that, for the year ended 30 September 2018, its NAV return was 2.7% and the return to shareholders was 2.1%. By contrast, the All Share Index and MSCI World Index (in sterling terms) rose by 5.9% and 12.9% respectively. The dividend has been increased from […]
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05 Dec 2017
Majedie underperforms as absolute return investment loses money
Majedie underperforms as absolute return investment loses money – Majedie says that, in the year ended 30 September 2017 the NAV (net asset value with debt at par) rose by 10.4% on a total return basis whilst the share price rose by 13.0%, also on a total return basis. The Board is recommending a total […]
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06 Nov 2017
Majedie redeems debt to cut gearing
Majedie redeems debt to cut gearing – Majedie Investments PLC has given notice that it is exercising its right to redeem all of the outstanding £13.5m of its 9.5% coupon bond that was due to mature in March 2020. 6 December 2017 will be the redemption date. As Majedie is buying back the bond early, it has to pay compensation under the […]
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07 Feb 2017
All trust sectors bar one made money in ’16
UK Smaller Companies was the only investment sector to lose money in 2016 despite a turbulent political and economic landscape, new research has revealed. See more here
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05 Dec 2016
Majedie plans to narrow discount
In the year ended 30 September 2016 Majedie‘s NAV rose by 16.0% on a total return basis whilst the share price rose by 3.0%. The Board is recommending a total dividend for the year of 8.75p per share, an increase of 9.4%. The UK market and MSCI World Index (in Sterling terms) rose by 16.8% and […]
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25 May 2016
Majedie sees NAV perform in line with FTSE All-Share but underperforms global markets
Majedie has announced its interim results for the half year ended 31 March 2016. During the period the trust provided an NAV total return of 3.4% although, reflecting a widening of the discount during the period, share price total return was -0.7%. In comparison, the FTSE All-Share Index and MSCI World Index rose 3.5% and […]
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28 Jan 2016
F&C Managed Portfolio beats UK market
F&C Managed Portfolio Trust has published interim results for the six months ended 30 November 2015, announcing a net asset value total return of -5.1% for the Income shares and -2.4% for the Growth shares compared to the FTSE All-Share Index return of -6.4%. The key drivers of the performance of the Growth Portfolio were […]
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07 Dec 2015
Majedie Asset Management does wonders for Majedie
Majedie Investments generated a 12.9% return on net assets for the year ended 30 September 2015 and a return to shareholders of 15.7%. The dividend was increased from 7.5p to 8p. This was the first full year of the Company’s assets being managed by Majedie Asset Management and they did a pretty good job – over […]
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28 May 2015
Majedie has good first half as MAM funds outperform and expand
Majedie’s net asset value total return for the six months to the end of March 2015 was 14.5%. The return to shareholders was 10.5%. The interim dividend is 3p. 38.5% of the assets is in a segregated fund that tracks the MAM UK Equity Fund. This returned 7.7% net of fees in the six months […]
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05 Dec 2014
Year of transformation for Majedie
Majedie Investments final results for the year ended 30 September 2014 show the fund’s net asset value returning 10.8%. The dividend was cut from 10.5p to 7.5p. However the fund’s discount narrowed from 28.4% to 5.3% over the year and so the return to shareholders was much higher at 49.7% as the share price rose […]
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13 Jan 2014
Majedie Investments : MAJE - changes to management arrangements
Majedie has appointed Majedie Asset Management as its sole investment manager and has decide to close its hedge fund business, Javelin Capital and redeem its £29.5m investment in Javelin Capital Emerging Markets Alpha Fund. Majedie Asset Management will purchase 10% of its share capital from Majedie Investments – reducing the fund’s interest in the asset management […]
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10 Dec 2013
Majedie : MAJE
Results for the year ended 30 September 2013 show a net asset value total return of 16.9% and a share price total return of 9.7% as the discount (calculated with debt at fair value) expanded from 20% to 28.4%. The full year dividend was maintained at 10.5p per share (net revenue was less than 65% of […]
