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
Schroders Capital Global Innovation Trust: Where we’re looking to deploy private equity capital
Exploring the private equity company life cycle...
07 Jul
07 Jul
News
Results analysis: Miton UK MicroCap
MINI’s portfolio of micro-caps is trading on deeply discounted valuations…
11 Jul
11 Jul
Fund Research
Downing Strategic Micro-Cap
DSM’s highly concentrated portfolio could benefit from a wave of M&A…
14 Jul
14 Jul
June 2023
Guides
Investing in UK small caps with investment trusts
Investment trusts are a simple way to access UK smaller companies…
19 Jun
19 Jun
News
Results analysis: Foresight Sustainable Forestry
FSF’s NAV has proven resilient in the face of macroeconomic headwinds…
13 Jun
13 Jun
Fund Research
CT UK High Income
CHI’s high-conviction strategy offers an attractive yield and a very different underlying exposure…
21 Jun
21 Jun
Fund Research
Dunedin Income Growth
DIG offers several differentiating features which help it stand out in a competitive peer group…
16 Jun
16 Jun
Fund Research
Schroders Capital Global Innovation
INOV is on the next phase of its journey yet the discount still reflects legacy issues…
16 Jun
16 Jun
Fund Research
Balanced Commercial Property
BCPT: active management, strategic assets, and monthly dividends…
12 Jun
12 Jun
Fund Research
Aberforth Smaller Companies
ASL’s value style has boosted performance, but valuations remain very low, and M&A could spark a further lift…
09 Jun
09 Jun
Fund Research
Aberforth Split Level Income
ASIT has the potential to deliver strong returns in its short remaining life…
09 Jun
09 Jun
May 2023
Guides
Investing in the UK with investment trusts
How investment trusts can help investors in UK companies...
02 May
02 May
Trust Issues
Finding the best UK stocks for income, with Dunedin Manager Rebecca Maclean - Podcast: Trust Issues #16
We talk valuations, European stocks, options writing and UK M&A...
26 May
26 May
Features
The outlook for dividends as bond yields rise
Bond yields are now at their highest level in a decade, pushed up by rising interest rates. What does this mean for the relative merits of dividend-paying equities? David Goldman, manager on the BlackRock Income & Growth Investment Trust, looks at why they may still have appeal...
26 May
26 May
Features
Hunting for opportunities in second-hand bond markets
When a bond is issued, its price is usually set at 100 and a coupon is agreed – this is the amount the lender will pay each year as reward to the borrower until the bond matures and the debt is repaid. The higher the investment risk, the higher the coupon. Simple so far, but what happens next is where things get interesting...
19 May
19 May
Features
Knock on wood as the economy bites
FSF’s portfolio of forestry has provided stability in volatile markets…
11 May
11 May
Features
Don’t ignore smaller companies for income
While the UK market is a good hunting ground for income-seekers, that income is often concentrated in a handful of stocks and sectors. “A small cap allocation can help to diversify this, and the investment trust structure has unique features that makes it attractive to income seekers” says Roland Arnold on the BlackRock Smaller Companies Trust...
05 May
05 May
News
Results analysis: Edinburgh Investment Trust
EDIN has delivered impressive outperformance since the new manager took over in March 2020…
31 May
31 May
News
Results analysis: BlackRock Smaller Companies
BRSC’s historically wide discount may offer an attractive entry point for long term investors…
16 May
16 May
News
Results analysis: Downing Strategic Micro-Cap
DSM has outperformed the AIM index again…
09 May
09 May
Fund Research
CT Property
CTPT: a nimble approach to secular growth themes in UK property…
12 May
12 May
Fund Research
CT UK Capital & Income
An active stock-picking approach has driven CTUK’s ‘Dividend Hero’ status…
11 May
11 May
Fund Research
M&G Credit Income
MGCI is generating a highly attractive yield from a relatively low-risk portfolio…
04 May
04 May
April 2023
Strategy
Far from the madding crowd
Smaller nimble companies, both public and private, may be best placed to navigate the current environment…
13 Apr
13 Apr
Blog
Blackstone reminds us to look below the bonnet
The acquisition of Industrials REIT reflects the nuance of alternative asset trusts…
06 Apr
06 Apr
Features
There’s gold in tham there woods
Inflation, war, quality control and environmental standards make UK producers more attractive…
28 Apr
28 Apr
Fund Research
JPMorgan UK Smaller Companies
Macro concerns have knocked JMI to a discount, despite the managers’ strong long-term performance…
25 Apr
25 Apr