Temple Bar Investment Trust PLC GBP — Temple Bar Investment Trust — Fact Sheet (May 2020)

3 slides from Temple Bar Investment Trust PLC GBP's fact sheet, May 2020

Slide 1: Trust Facts
Trust Facts Launch date: 1926 Wind-up date: None ISIN: GB0008825324 TIDM code: TMPL Year end: 31 December Dividends paid: Quarterly in March, June, September and December AGM: March Benchmark: FTSE All-Share Association of Investment Companies (AIC) sector: UK Equity Income ISA status: May be held i
Slide 2: Risks
Investment Trust PLC RB ar Monthly update 31 May 2020 Risks Borrowingj/leverage risk The Company can borrow additional money to invest, known as leverage. This increases the exposure of the Company to markets above and beyond its total net asset value. This can help to increase the rate of growth of
Slide 3: Manager commentary
Tem Investment Trust PLC RB ar Manager commentary Hot on the heels of last month’s discussion on “Is value investing dead?” — to which the answer was a resounding ‘no’, for anyone that didn’t read it! — in which we summarised the findings of a recent research paper written by AQR Capital Management,