October 2023
Features
Baillie Gifford UK Growth Trust manager insights
Investment manager Milena Mileva shares an annual update on the portfolio, reflecting on the market environment, performance and turnover, and opportunities for holdings...
13 Oct
13 Oct
Fund Research
City of London
CTY is an attractive package, backed by 57 years of dividend increases…
11 Oct
11 Oct
Fund Research
Shires Income
The upcoming proposed combination with ASCI could offer SHRS benefits of scale…
04 Oct
04 Oct
September 2023
Features
How small is small?
Rockwood Strategic's unique approach to UK small caps has delivered strong returns for shareholders…
20 Sep
20 Sep
Features
Heads you win, tails you wind
UKW offers strong upside potential, regardless of what the economic outlook is…
08 Sep
08 Sep
Fund Research
M&G Credit Income
MGCI offers an exceptional yield from a portfolio with low NAV volatility…
27 Sep
27 Sep
Fund Research
Picton Property Income
PCTN’s covered dividend and strong reversionary potential should lead to dividend growth…
26 Sep
26 Sep
Fund Research
Schroder British Opportunities
SBO’s unique portfolio is gathering momentum and the discount remains compelling…
26 Sep
26 Sep
Fund Research
Schroder BSC Social Impact
Recent activity has demonstrated the resilience of SBSI’s approach to impact investing…
26 Sep
26 Sep
Fund Research
HgCapital
Private equity trust with narrow focus, but interims show portfolio’s underlying resilience...
22 Sep
22 Sep
Fund Research
JPMorgan Claverhouse
JCH’s consistency and pure UK equity exposure mark it out from its peers…
18 Sep
18 Sep
August 2023
Guides
Investing in micro-caps with investment trusts
Micro-caps are a relatively new entry into the investment trust market…
17 Aug
17 Aug
Features
UK Equities: A fantastic hunting ground for long-term growth investors
In this webinar, Milena Mileva, co-manager of the Baillie Gifford UK Growth Trust plc, dispelled some myths about investing in the UK equity market, and explained why it's an excellent opportunity for long-term growth investors...
18 Aug
18 Aug
Fund Research
Fidelity Special Values
FSV’s contrarian approach should help capture the cheap valuations on offer from the UK market…
31 Aug
31 Aug
Fund Research
Miton UK MicroCap
MINI’s managers aim to exploit extreme value in UK micro-caps…
24 Aug
24 Aug
Fund Research
Personal Assets
PNL’s multi-asset portfolio may provide a safe haven in a volatile market…
22 Aug
22 Aug
Fund Research
Greencoat UK Wind
Increased clarity on underlying assumptions highlights UKW’s resilient proposition…
14 Aug
14 Aug
Fund Research
TR Property
TRY: a unique way to capture a recovery in property valuations...
10 Aug
10 Aug
Fund Research
3i Infrastructure
3IN: keeping it real
10 Aug
10 Aug
Fund Research
GCP Infrastructure Investments
GCP: recycling capital helps reset the clock...
10 Aug
10 Aug
Fund Research
BlackRock Throgmorton Trust
THRG: falling portfolio valuations mask strong and resilient operational growth trends…
07 Aug
07 Aug
Fund Research
Troy Income & Growth
UK equities still look cheap, yet TIGT’s portfolio holdings are proving relatively resilient…
03 Aug
03 Aug
July 2023
Video
Video interview with JMI Manager Georgina Brittain
We talk valuations, M&A and the attractions of UK small caps...
13 Jul
13 Jul
Features
Investing for impact in social housing
The unique attractions of the UK’s social housing market...
14 Jul
14 Jul
Features
The best of both worlds?
FSF offers strong ESG credentials and potential returns, with low correlation to traditional assets…
14 Jul
14 Jul
News
Results analysis: Greencoat UK Wind
UKW’s resilient NAV and increased discount rate suggest strong prospective returns…
27 Jul
27 Jul
Fund Research
BlackRock Smaller Companies
BRSC is a newly minted ‘dividend hero’…
31 Jul
31 Jul
Fund Research
Mercantile
MRC is offering higher quality than the benchmark, which should help in uncertain times…
28 Jul
28 Jul
Fund Research
Montanaro UK Smaller Companies
2022 was a perfect storm of headwinds for MTU. Will the stock picking prowess deliver a recovery..?
28 Jul
28 Jul
Fund Research
Downing Strategic Micro-Cap
DSM’s highly concentrated portfolio could benefit from a wave of M&A…
14 Jul
14 Jul