March 2024
Features
Schroder UK Mid Cap Fund plc: UK equities – what’s the catalyst?
Mid caps particularly well poised for a UK renaissance...
15 Mar
15 Mar
Features
Behind the Trust: Schroder Real Estate Investment Trust
By formalising its investment policy to focus on sustainability and capitalise on mispricing, Schroder Real Estate Investment Trust is seeking to be the first mover within its sector to proactively respond to the UK’s Net Zero Carbon objectives to the potential benefit of both shareholder returns and the planet...
08 Mar
08 Mar
Fund Research
City of London
CTY has benefitted from strong stock picking and the structural advantages of investment trusts...
04 Mar
04 Mar
February 2024
Strategy
Range anxiety
We look at what context we can gain from ten years of discount analysis…
07 Feb
07 Feb
Guides
Investing in renewable energy infrastructure with investment trusts
Closed-ended are a simple way to access the attractive income and defensive potential of renewables infrastructure…
22 Feb
22 Feb
Trust Issues
Mergers, preference shares, and small caps – Podcast: Trust Issues #25
We speak to Shires Income's Iain Pyle about goings on at the trust and his outlook for the year...
27 Feb
27 Feb
Video
Talking Trusts: Interview with Richard Staveley, fund manager of Rockwood Strategic
We talk about the attractive valuations in the UK small-cap sector, M&A activity and the outlook for the sector…
20 Feb
20 Feb
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
Fund Research
River & Mercantile UK Micro Cap
RMMC’s concentrated, growth portfolio could be a major beneficiary of a UK recovery…
27 Feb
27 Feb
Fund Research
Miton UK MicroCap
MINI’s managers believe the prospects for the strategy are the best they have been for 30 years…
16 Feb
16 Feb
News
Flash update: Greencoat UK Wind
UKW’s total return strategy continued to bear fruit in 2023…
09 Feb
09 Feb
January 2024
Features
Staying the course
UKW may have a new co-manager in 2024 but the trust’s attractive qualities remain the same…
23 Jan
23 Jan
Features
Schroders Capital Global Innovation Trust: The journey so far
The recent name change of the trust provides a valuable opportunity to look back on the important steps forward that we have taken and reflect on the prospects that await...
05 Jan
05 Jan
Features
Delivering a steady income in an uncertain world
Bond markets have been anything but boring over the last couple of years! Rhys Davies explains what’s been happening in the high yield bond market, the impact on his portfolios, and how he manages the Invesco Bond Income Plus Limited, employing some of the specific features of the investment trust structure...
05 Jan
05 Jan
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
Fund Research
CT UK Capital & Income
CTUK is celebrating 30 years of dividend growth…
31 Jan
31 Jan
Fund Research
Finsbury Growth & Income
FGT’s performance has been disappointing, but Nick Train is optimistic on prospects…
30 Jan
30 Jan
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
December 2023
Trust Issues
UK equity’s income opportunity with SCF manager Sue Noffke - Podcast: Trust Issues #23
SCF Manager Sue Noffke tells us why the trust has geared up and is overweight small and mid-cap stocks…
12 Dec
12 Dec
Blog
Time to tell Sid?
British investors could be missing a trick by ignoring out-of-favour UK equities…
08 Dec
08 Dec
Features
Outpacing the herd
RKW continues to unlock value for investors in the small-cap sector, with subdued valuations attracting bargain-hunters…
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: Schroder British Opportunities
Robust performance of SBO’s private holdings has driven performance…
06 Dec
06 Dec
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
abrdn Equity Income
AEI is delivering a sector-leading yield, with low valuations offering strong capital growth potential…
27 Dec
27 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
Aberforth Smaller Companies
ASL’s value approach is well placed to capture the potential of a new market era…
01 Dec
01 Dec