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Anglo & Overseas Plc - Interim Management Statement 3 Months to 30 April 2010

16th June 2010

INTERIM MANAGEMENT STATEMENT FOR THE THREE MONTHS TO 30 APRIL 2010

 

The Board of Anglo & Overseas Plc (the "Company") announces its Interim Management Statement for the period from 1 February 2010 to 30 April 2010 (the "period"). This statement is required by the UK Listing Authority's Disclosure and Transparency Rules and should not be relied upon for any other purpose.

 

Objective

 

The objective of Anglo & Overseas Plc is to provide shareholders with above average returns over the longer term through both capital appreciation and income growth.

 

Review of the Period

 

Results

 

During the period the net asset value per share increased by 5.3% from 110.08p to 115.94p. The net asset value total return (including the interim dividend of 0.84p) was 6.0%. Although the Company's portfolio is not managed with reference to any stock market index your Board continues to believe it is useful for comparative purposes to highlight the performance of the Company against market indices. In the period the total return from the FTSE All-Share Index was 8.8% and from the FTSE All-World ex UK Index was 13.6%. The average total return from these two indices was 11.3%.

 

Share Price and Discount

 

During the period the share price rose by 2.4% from 95.25p to 97.50p. As a consequence of the share price increase being lower than the rise in the net asset value, the share price discount to net asset value increased from 13.5% to 15.9%.

 

Your Board continues to believe that the shares of your Company should trade in a relatively narrow range around net asset value and as a consequence it continues to operate an active share buy back policy. During the period the Company repurchased 330,000 shares which were placed into treasury. The total cost of these repurchases was £322,000. The total number of shares held in treasury at 30 April 2010 was 10,057,438 shares, representing 12.1% of the total number of shares in issue of 83,275,319 shares. The total number of shares in circulation as at 30 April 2010 was 73,217,881 shares.

 

There have been no further transactions in the Company's own shares since 30 April 2010.

 

Dividend

 

The Company paid an interim dividend of 0.84p per share in respect of the year to 31 July 2010. This was paid on 30 April 2010 to shareholders on the register as at 9 April 2010. The ex-dividend date was 7 April 2010.

 

Investment Outlook 

 

During the period there was a recovery in economic growth worldwide, particularly in emerging economies, and this benefited equity markets, despite increasing concerns in Europe, particularly Greece, of sovereign debt default.

 

Economic recovery has been partially stimulated by inventory rebuilding from low levels. However the principal stimulus has been from additional government spending which has resulted in substantial fiscal deficits. These fiscal deficits will have to be reduced and will act as a constraint on economic growth going forward, particularly when the expenditure and tax consequences of government action begin to take effect.

 

Following the rise in share prices during the period and their subsequent decline following the period end, when Eurozone debt concerns reignited, stock markets globally offer reasonable value when compared with other asset classes such as cash and bonds. 

 

The substantial valuation gaps between defensive and cyclical stocks, which prompted a major shift in portfolio structure eighteen months ago, no longer exist and future changes in the portfolio in the near future are more likely to be of a stock specific nature.

 

FINANCIAL SUMMARY

 

 

 

30 April 2010

 

 

31 January 2010

 

 

% Change

 

Net asset value per share

 

 

115.94p

 

110.08p

 

+5.3%

 

Share price

 

 

  97.5p

 

  95.25p

 

+2.4%

 

Share price discount to net asset value

 

 

 15.9%

 

  13.5%

 

 

Net assets

 

 

£84.9m

 

 £81.0m

 

 

Past performance is not a guide to future performance.

 

The Directors are not aware of any significant event or transactions which have occurred between 30 April 2010 and the date of publication of this statement which have had a material impact on the financial position of the Company.

 

16 June 2010

 

Enquiries:

Sandy Nairn

Kenneth Greig

 

Edinburgh Partners Limited, 12 Charlotte Square, Edinburgh EH2 4DJ

Tel: 0131 270 3800

 

Registered Office of the Company:

Beaufort House, 51 New North Road, Exeter EX4 4EP

 

Edinburgh Partners Limited | 12 Charlotte Square | Edinburgh EH2 4DJ | Tel: +44 (0)131 270 3800 | Fax: +44 (0)131 270 3801 | enquiries@edpam.com

Edinburgh Partners North America, Inc.| 445 Park Avenue, Suite 1026 |New York, NY 10022 | Tel: (212) 906-9080 | Fax: (917) 322-2105 | enquiries@edpam.com

Issued in the UK by Edinburgh Partners Limited Important Information

Authorised and regulated by the Financial Services Authority, 25 The North Colonnade, Canary Wharf, London E14 5HS Terms and Conditions Important Information

Registered as an Investment Adviser with the Securities and Exchange Commission (SEC) | ©2003 - 2008 Edinburgh Partners Limited. All rights reserved. | Registered Office: 12 Charlotte Square Edinburgh: EH2 4DJ

Registered in Scotland no. SC243661

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