News & Information

Recent news stories regarding our IFSL RC Brown UK Primary Opportunities Fund are below.
Regulatory statement

4th March 2022

February: A gremlin in The Kremlin As investment managers we shall stick to our area of expertise in writing about the impact of Russia’s invasion of Ukraine on equity markets. Naturally we condemn Russia’s outrageous actions. History suggests market falls as a result of military action prove relatively short lived. However, this time around, the… Click to find out more

8th February 2022

Mail On Sunday January 2022

8th February 2022

January: Volatility to the fore; UK market outperformance Markets began 2022 as they had ended – with a flourish. This however proved short lived as global equities, particularly technology and growth stocks, suffered sharp falls. Concerns over the withdrawal of monetary stimulus by central banks and the prospect of rising interest rates has resulted in… Click to find out more

10th January 2022

December: A belated Xmas rally as worst case Omicron fears prove unfounded The UK market ended 2021 with a flourish as the news flow over the latest Covid variant, Omicron, proved less bad than feared – more transmissible but less severe than Delta. Hence the greater restrictions introduced early in the month are unlikely to… Click to find out more

7th December 2021

November: Omicron sell off and our take on ESG Just as the UK market was threatening to break higher, news that a new, potentially more transmissible Covid variant, Omicron, had been detected, global markets went into reverse on fears tougher restrictions would need to be implemented and the damage this might wreak on recovering, albeit… Click to find out more

9th November 2021

October: Write the FTSE 100 off at your peril October saw global equity markets put behind them the falls in September with strong gains in all major markets. The UK was a relative laggard albeit the FTSE 100 still managed to reach its highest level since February 2020. Much has been written about the demise… Click to find out more

6th October 2021

IFSL RC Brown UK Primary Opportunities | Fund Update | September 2021 September: Equity market jitters September, which has historically often been a difficult month, saw equity markets give up some of the gains made year to date. A combination of the persistent covid delta variant, that is causing lockdowns in many parts of the… Click to find out more

7th September 2021

August: Dividend recovery The recent UK dividend monitor report from Link group highlighted the sharp recovery in UK dividends in Q2 2021, rising 43.8% from the previous year on an underlying basis. Of course much of the recovery came as a result of companies resuming dividends. In Q2 2020, three-quarters of companies cut or cancelled… Click to find out more

5th August 2021

July: Sun, sea and IPO’s Investment bankers have started to drift off on holidays, allowing us some respite in what has been an exceptionally busy eighteen months for equity fund raisings. 2021 has been very much about equity raisings as companies seek capital in order to expand into the sharp global economic rebound. The IPO… Click to find out more

8th July 2021

June: Why so much M&A activity in the UK currently? We have commented for a number of months on the growing M&A activity in the UK market. It continues to trade at a material discount to other major markets. In our view, this gap either closes or more companies will be taken private by overseas… Click to find out more

4th June 2021

After an extended period of outperformance from growth-orientated equity strategies, only 19 UK equity funds have managed to beat their peer group both year-to-date as well as the five years prior. Read the full article on Trustnet.com