January 2024
Fund Research
Schroder Income Growth
SCF has outperformed the index over the long term and boasts a premium yield to the market…
26 Jan
26 Jan
Fund Research
Dunedin Income Growth
DIG outperformed the index over 2023 and continues to differentiate itself from peers…
26 Jan
26 Jan
Fund Research
JPMorgan UK Smaller Companies
JMI’s proposed combination with JMF will offer investors a range of potential benefits…
25 Jan
25 Jan
Fund Research
Keystone Positive Change
KPC offers high return potential from a portfolio aligned to key social goals…
24 Jan
24 Jan
Fund Research
JPMorgan Global Core Real Assets
Prospective returns on the real assets sectors JARA invests in have been written up…
24 Jan
24 Jan
Fund Research
JPMorgan Emerging Markets
JMG aims to hold multi-cycle winners over the long run…
24 Jan
24 Jan
Fund Research
Invesco Select: Global Equity Income
IVPG’s proposed merger with IVPU will bring with it the inherent benefits of scale…
23 Jan
23 Jan
Fund Research
European Opportunities Trust
EOT's portfolio of leading global companies, as well as the discount to NAV, offer strong recovery potential...
17 Jan
17 Jan
Fund Research
Taylor Maritime Investments
TMI’s fleet is younger and leaner post-acquisition…
16 Jan
16 Jan
Fund Research
Schroder Oriental Income
SOI has delivered another year of outperformance and dividend growth…
16 Jan
16 Jan
Fund Research
AVI Japan Opportunity
AJOT has delivered a strong year of performance…
12 Jan
12 Jan
Fund Research
Baillie Gifford Japan
Matthew Brett: Growth stocks are available at value stock multiples in Japan…
12 Jan
12 Jan
December 2023
Fund Research
Pantheon International
High-quality global private equity portfolio with a track record of long-term outperformance...
29 Dec
29 Dec
Fund Research
Invesco Perpetual UK Smaller Companies
IPU is gearing up, attracted by UK small-cap valuations…
28 Dec
28 Dec
Fund Research
Fidelity Emerging Markets
FEML’s truly active approach and go-anywhere mandate differentiate it from peers in the sector…
27 Dec
27 Dec
Fund Research
abrdn Equity Income
AEI is delivering a sector-leading yield, with low valuations offering strong capital growth potential…
27 Dec
27 Dec
Fund Research
Murray International
MYI’s diversified approach may offer stability in an uncertain environment...
22 Dec
22 Dec
Fund Research
HICL Infrastructure
Green shoots are appearing for HICL’s dividend cover…
20 Dec
20 Dec
Fund Research
BlackRock Income & Growth
BRIG is trading at a wide discount versus its five-year history which could be an attractive entry point for long-term investors…
20 Dec
20 Dec
Fund Research
TRIG - Renewables Infrastructure Group
TRIG’s shares have dramatically derated over 18 months, yet prospective returns appear more attractive, not less…
19 Dec
19 Dec
Fund Research
BlackRock Energy and Resources Income
BERI’s managers are once again adding to energy transition stocks…
14 Dec
14 Dec
Fund Research
STS Global Income & Growth
STS’s balance between quality income and growth may prove resilient in a challenging economic environment…
14 Dec
14 Dec
Fund Research
CT Private Equity
CTPE continues to deliver on its unique strategy…
14 Dec
14 Dec
Fund Research
Brown Advisory US Smaller Companies
BASC’s manager believes low valuations may offer a starting point for long-term outperformance…
08 Dec
08 Dec
Fund Research
Schroder Japan
SJG continues its strong run of performance versus both the index and sector...
08 Dec
08 Dec
Fund Research
Impax Environmental Markets
IEM’s portfolio is cheap, and its shares trade on a wide discount…
08 Dec
08 Dec
Fund Research
Templeton Emerging Markets
TEM offers broad exposure to the growth potential in emerging markets…
07 Dec
07 Dec
Fund Research
Baillie Gifford European Growth
BGEU looks exceptionally cheap given the growth potential in the portfolio…
04 Dec
04 Dec