Friday, November 22, 2024

CGT clarity could narrow trust discounts but gilt yield rises are a worry

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A beleagured investment company market is looking for signs of a post-Budget recovery in share prices after suffering a wave of investor selling ahead of yesterday’s hike in capital gains tax.

Unrealised fears chancellor Rachel Reeves would use Labour’s first Budget in 14 years to align capital gains tax (CGT) with income tax prompted investors to take profits on long-standing share holdings outside pensions and ISAs.

As a result, in recent weeks a wide range of listed funds have fallen to wider-than-average discounts, such as Aberforth Geared Value & Income, Majedie (MAJE), 3i Infrastructure (3IN) and Literacy Capital (BOOK), which may reflect this selling pressure.

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