October 2023
Fund Research
City of London
CTY is an attractive package, backed by 57 years of dividend increases…
11 Oct
11 Oct
Fund Research
BlackRock Latin American
Managers’ ambition to take more active positions has so far paid off…
11 Oct
11 Oct
Fund Research
BH Macro
BHMG’s proposition as a high-quality diversifier remains, yet it trades on a 11% discount to NAV…
05 Oct
05 Oct
Fund Research
CC Japan Income & Growth
CCJI leads the performance tables in Japan over one, three and five years…
05 Oct
05 Oct
Fund Research
Invesco Asia
IAT is a long-term outperformer on a significant discount…
04 Oct
04 Oct
Fund Research
Shires Income
The upcoming proposed combination with ASCI could offer SHRS benefits of scale…
04 Oct
04 Oct
Fund Research
Herald
HRI’s top holdings have outperformed, but the macroeconomic environment should remain a key consideration…
02 Oct
02 Oct
September 2023
Fund Research
JPMorgan Global Growth & Income
JGGI has delivered consistently strong performance across multiple time periods…
29 Sep
29 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
AVI Global
AGT is trading at its widest ‘double discount’ since the great financial crisis…
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
HarbourVest Global Private Equity
HVPE’s diversification plays to its long-term strengths…
21 Sep
21 Sep
Fund Research
Octopus Renewables Infrastructure
ORIT: renewables diversified across stage, technology, and geography…
20 Sep
20 Sep
Fund Research
JPMorgan Claverhouse
JCH’s consistency and pure UK equity exposure mark it out from its peers…
18 Sep
18 Sep
Fund Research
International Biotechnology
IBT managers’ unique approach set to continue at Schroders…
15 Sep
15 Sep
Fund Research
Rockwood Strategic
RKW’s focus on micro-caps with a value mindset offers a differentiated approach, with differentiated performance…
14 Sep
14 Sep
Fund Research
Martin Currie Global Portfolio
MNP’s Zehrid Osmani believes stocks exposed to AI have room to run…
13 Sep
13 Sep
Fund Research
JPMorgan European Growth & Income
JEGI: performing well even as investors remain underweight European equities...
12 Sep
12 Sep
Fund Research
CT Global Managed Portfolio
Attractive valuations across growth markets offer a good opportunity for CMPG/CMPI investors…
07 Sep
07 Sep
August 2023
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
BlackRock Frontiers
BRFI has been on a multi-year run of outperformance of the mainstream EM indices…
24 Aug
24 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
Middlefield Canadian Income
MCT: stable income from an overlooked equity market…
22 Aug
22 Aug
Fund Research
Brunner
BUT’s all-weather portfolio has consistently generated strong performance…
22 Aug
22 Aug
Fund Research
Allianz Technology Trust
ATT offers stock selection prowess in a high growth sector, yet is trading at a wide discount…
18 Aug
18 Aug
Fund Research
JPMorgan Japanese
The valuation of JFJ’s high-growth portfolio looks cheaper after last year’s sell-off…
17 Aug
17 Aug