October 2021
Features
Scottish Mortgage on disrupting disease with artificial intelligence

Tom Slater, joint manager of Scottish Mortgage Investment Trust, examines the game-changing tech that could speed up breakthroughs against cancer, heart failure, and Alzheimer’s...

News
Results analysis: Scottish Oriental Smaller Companies

SST’s tilt toward India has contributed to a strong set of results this year…

21 October 2021
Strategy
Board games

Investment trust boards talk a good game about championing shareholders interests - but do they really deliver?

Fund Research
JPMorgan Asia Growth & Income

JAGI’s balanced exposures could suit it for a core role in a portfolio…

Features
Consistency is key

Marking its 25th anniversary, Momentum Multi-Asset Value Trust (MAVT) continues to deliver inflation-beating returns by investing in a highly differentiated range of assets, giving investors access...

November 2021
Fantastic growth funds (and where to find them)

Join the team at Kepler Trust Intelligence online as we examine some of the most exciting opportunities for growth investors in the world today…

04 November 2021
INSIGHT
Stock-picking global trusts are on a roll – and look cheap

Despite their balanced approaches, ATST and BUT rank as the first and third performing global equity strategies this year….

15 October 2021
Fund Research
AVI Global

AGT has generated some of the best YTD returns in its sector, but its portfolio still trades on a 36% double discount…

Fund Research
International Biotechnology

IBT remains differentiated to peers, offering exposure to the explosive potential of innovation in healthcare...

Fund Research
European Opportunities

After a torrid 2020, JEO is currently on track to deliver outperformance of the benchmark once again…

Strategy
Beyond the Middle Kingdom

As momentum falters in the emerging markets powerhouse, we examine the options for investors outside China...

News
Results analysis: JPMorgan UK Smaller Companies

JMI has built on its excellent track record, taking a balanced approach to a dynamic asset class…

13 October 2021
Fund Research
JPMorgan China Growth & Income

JCGI has delivered exceptional long-term performance…

Fund Research
Aberdeen Japan

AJIT trades on a wide discount despite recent strong performance…

Fund Research
BMO Private Equity

BPET currently seems to be in a private equity sweet spot, potentially making its discount attractive…

Features
Baillie Gifford Monks Investment Trust - Manager Insights

Baillie Gifford investment manager Spencer Adair and client director John Carnegie review the portfolio’s performance and hone in on Tesla, Moderna and Sea, as well as its Chinese holdings...

Replay
Slides and Audio: Henderson EuroTrust

Download the presentation and listen to the audio from our 'Now that's what I call a discount!' Autumn conference on 30 September...

Replay
Slides and Audio: BlackRock Energy and Resources Income

Download the presentation and listen to the audio from our 'Now that's what I call a discount!' Autumn conference on 30 September...

Replay
Slides and Audio: Aberdeen Asian Income

Download the presentation and listen to the audio from our 'Now that's what I call a discount!' Autumn conference on 30 September...

Replay
Slides and Audio: Invesco Asia

Download the presentation and listen to the audio from our 'Now that's what I call a discount!' Autumn conference on 30 September...

Replay
Slides and Audio: Brown Advisory US Smaller Companies

Download the presentation and listen to the audio from our 'Now that's what I call a discount!' Autumn conference on 30 September...

Replay
Slides and Audio: ICG Enterprise

Download the presentation and listen to the audio from our 'Now that's what I call a discount!' Autumn conference on 30 September...

Events
Six trusts on juicy discounts

Last week we heard from the managers of six investment trusts at our annual discount focussed event, all of whom believe their strategy is in a good position to perform…

Fund Research
Caledonia Investments

Despite CLDN’s useful approach to blending public and private equity investing, it trades on a wide discount….

Fund Research
JPMorgan American

JAM offers investors a ‘one stop shop’ to US equities, with a core approach that has outperformed the S&P 500…

Features
Baillie Gifford US Growth Trust – Manager Insights

The ways we work, play, study, shop and seek healthcare have changed during the pandemic, prompting new investments by the Baillie Gifford US Growth Trust, as co-manager Kirsty Gibson details...

News
Results analysis: JPMorgan Global Growth & Income

JGGI has generated strong outperformance over its 2021 financial year, effectively navigating the pandemic while still providing an attractive yield…

01 October 2021
Features
Things can only get better (and they will)

The team at BB Healthcare see brighter days ahead despite the best efforts of a sensationalist media to make it feel like doomsday…

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