Nick Sudbury looks at a fund offering a 4.3% yield with inflation protection

Follow this link if this email is not displaying correctly DAILY BULLETIN Tuesday 1 November 2016 Dear Gutenberg, This morning saw the publication of the October manufacturing PMI survey data, which showed that companies were very slightly less optimistic than expected last month. However, the reading of 54.3 was still well ahead of long-term averages. While this in itself is certainly no bad thing, the survey also showed that orders across the country had expanded for the third month in a row as UK exports benefited from a devaluation of sterling. That said, the fall in the pound also meant that factor prices rose sharply over the period, perhaps signalling that we are about to see inflation move up a gear. With that in mind, it's a perfect time to look at options to defend yourself, and we have a great piece from Nick Sudbury discussing just that below. The Secure Income REIT: 4.3% yield with inflation protection by Nick Sudbury | Funds | 4 mins. to read One of the things I like about investment trusts is that they don't always get the attention that they deserve, which means you can often find attractively priced funds that have gone under the radar. A good example is the Secure Income REIT (LON:SIR). The fund was launched in 2014 to provide a high quality, safe, inflation-protected source of income. This is something that investors have been crying out for and the demand has driven many investment trusts that operate in this area on to a high premium to net asset value (NAV), but the Secure Income REIT seems to have largely gone unnoticed. SIR owns a freehold portfolio of 26 significant real-estate assets that were externally valued at £1.38 billion at the end of June. All the properties have been fully let to financially strong global businesses and they have a weighted average unexpired lease term of over 23 years.   Click here to read the full story LATEST STORIES FROM OUR BLOG Condor Gold: 50 day line break could lead to 100p by Zak Mir | Trading | 1 mins. to read The US dollar may be near recent highs on speculation that there will be an interest rate hike in December. However, the gold mining minnows continue to be robust.   Click here to read the full story Tesco takes it on the chin by Evil Knievil | Evil Diaries | 1 mins. to read Today's press carries the item that a group of some 125 Tesco (LON:TSCO) shareholders are claiming £100m+ damages as a result of having invested in Tesco in the light of buoyant figures caused by fraudulent accounting.   Click here to read the full story Global Resources Investment Trust turnaround targets 15p by Zak Mir | Trading | 1 mins. to read A Master Investor reader highlighted me to the attractions of the Global Resources Investment Trust (LON:GRIT) chart, and it seems worthy of an update. It may be an obvious, but nevertheless useful, thing to suggest that in technical analysis the oil tanker analogy is a very good one.   Click here to read the full story The Uber judgment is nonsense by Evil Knievil | Evil Diaries | 3 mins. to read I was surprised by the Uber judgement. After all, the taxi drivers put up their own capital and work their own hours. So I asked a longstanding tax expert whom I know.   Click here to read the full story Earthport: Above 200 day line targets 25p by Zak Mir | Trading | 1 mins. to read Rather strangely perhaps for a technical analyst I do not usually look at the volume data on stocks and markets. But today highly traded Earthport (LON:EPO) is a decent exception.   Click here to read the full story QUOTE OF THE DAY "If I want to knock a story off the front page, I just change my hairstyle."                                                  Hillary Clinton TIPTV MASTER INVESTOR SHOW LASTEST EDITION OUT NOW INFLATION Nuclear Power: Does it have a future after Fukushima? Philip Fisher: Invest like the Father of Growth Investing Profit Warnings: Three small cap stocks set to bounce back US Election: How to position yourself in the currency markets Click here to download as PDF   Click here to read in ISSUU format Master Investor Ltd. Suite 88, 22 Notting Hill Gate London, W11 3JE T: +44 7515 542707 E: swen@masterinvestor.co.uk Share the newsletter: Follow us: Copyright © 2016 Master Investor Ltd, All rights reserved. Master Investor is a trading name of Master Investor Ltd. Material contained within Master Investor Magazine and its website is for general information purposes only and is not intended to be relied upon by individual readers in making (or refraining from making) any specific investment decisions. Master Investor Ltd. does not accept any liability for any losses suffered by any user as a result or any such descision. If a Daily Bulletin is too frequent, why not opt in to our once weekly mailing list for a round up of the week's news. Want to change how you receive these emails? Why did I get this | Unsubscribe from this list | Update subscription preferences