April 2024
News
Results analysis: NB Private Equity Partners
Robust performance and a tightening discount bode well for NBPE…
25 Apr
25 Apr
News
Fidelity Emerging Markets update, with Chair Heather Manners
In this short update, we speak to Heather Manners, Chair of Fidelity Emerging Markets (FEML)....
19 Apr
19 Apr
News
Results analysis: BH Macro
BH Macro rebounds in H2 of 2023…
10 Apr
10 Apr
News
Results analysis: Schroder BSC Social Impact
SBSI has demonstrated good resilience, yet the discount has widened…
10 Apr
10 Apr
News
Results analysis: Schroders Capital Global Innovation
Recent corporate activity could indicate INOV’s new strategy is working…
05 Apr
05 Apr
News
Results analysis: BBGI Global Infrastructure
BBGI offers long term income and capital growth and, on the current wide discount, could be an interesting option for those seeking exposure to infrastructure assets…
03 Apr
03 Apr
News
Results analysis: Schroder Japan
SJG continues to outperform the TOPIX Index, buoyed by good stock selection and an in vogue ‘value’ style of investing…
19 Apr
19 Apr
News
SONG announcement on recommended cash offer
The board of Hipgnosis Songs Fund agrees sale of whole portfolio…
19 Apr
19 Apr
March 2024
News
Results analysis: Octopus Renewables Infrastructure
ORIT delivers another year of dividend increases in line with CPI, as well portfolio sales above valuation, demonstrating the validity of the net asset value. But against a weak macro background the discount has widened to over 30%...
28 Mar
28 Mar
News
Results analysis: BlackRock Latin American
BRLA outperformed its benchmark and even the S&P 500 in 2023…
27 Mar
27 Mar
News
Results analysis: JPMorgan American
JAM continues to cement its position as a core US equity trust with another year of outperformance…
27 Mar
27 Mar
News
Flash update: Henderson European Focus (HEFT) and Henderson EuroTrust (HNE) proposed merger
What are the benefits of the Proposed merger of Henderson European Focus Trust (HEFT) and Henderson EuroTrust (HNE)?
26 Mar
26 Mar
News
Results analysis: Ashoka India Equity
AIE has been the best-performing trust in its sector since its IPO in 2018…
19 Mar
19 Mar
News
Results analysis: BlackRock World Mining
BRWM: Green demand is supporting commodity prices while China is weak…
18 Mar
18 Mar
News
Results analysis: Schroder Asian Total Return
Good stock selection has driven another year of outperformance for ATR…
18 Mar
18 Mar
News
Video update: Alliance Trust annual results
Willis Towers Watson global CIO Craig Baker discusses the trust's strong results for its latest financial year...
07 Mar
07 Mar
February 2024
News
Results analysis: BlackRock Throgmorton
Easing macroeconomic conditions may provide a catalyst for THRG’s operationally resilient companies to re-rate…
13 Feb
13 Feb
News
Results analysis: BlackRock Energy and Resources Income
BERI has been building up exposure to cheap energy transition companies…
01 Feb
01 Feb
News
Flash update: Greencoat UK Wind
UKW’s total return strategy continued to bear fruit in 2023…
09 Feb
09 Feb
News
Results analysis: BlackRock Sustainable American Income
BRSA's reference index, the Russell 1000 Value Index, is at an historical low in valuation terms...
08 Feb
08 Feb
January 2024
News
Results analysis: BlackRock Income and Growth
BRIG is trading at a wide discount versus its five-year history which could be an attractive entry point for long-term investors…
02 Jan
02 Jan
News
Results analysis: Majedie Investments
MAJE’s highly differentiated portfolio offers investors a diversified source of returns…
02 Jan
02 Jan
December 2023
News
Results analysis: Jupiter Green
Despite challenging market conditions this year, JGC sees a brighter outlook ahead…
19 Dec
19 Dec
News
Results analysis: JPMorgan Asia Growth & Income
JAGI delivered another year of benchmark beating returns...
15 Dec
15 Dec
News
Results analysis: Schroder UK Mid Cap
Stock selection has driven SCP’s strong performance, but low valuations could offer much more…
14 Dec
14 Dec
News
Results analysis: Miton UK MicroCap
MINI’s managers argue there is option-like upside in their micro-cap portfolio…
14 Dec
14 Dec
News
Results analysis: Henderson European Focus Trust
A focused portfolio of European ‘Global Champions’
13 Dec
13 Dec
News
Results analysis: Schroder AsiaPacific
SDP has delivered another year of outperformance, yet still trades at a discount…
12 Dec
12 Dec
News
Results analysis: Schroder British Opportunities
Robust performance of SBO’s private holdings has driven performance…
06 Dec
06 Dec
News
Results analysis: BlackRock Frontiers
BRFI’s portfolio is delivering strong growth at a time the global economy looks weak…
04 Dec
04 Dec