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
Market insight
In it, to win it
ASL shows us how mistiming the market can decimate return potential…
12 Dec
12 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
November 2023
Bull vs Bear
BlackRock Smaller Companies - Bull vs Bear
In this inaugural episode of Bull vs Bear, we look at BlackRock Smaller Companies (BRSC)...
16 Nov
16 Nov
Market Insight
Is a stealth value market underway?
Higher for longer could be good news for value investors…
13 Nov
13 Nov
News
Results analysis: Rockwood Strategic
RKW still has an exceptional long-term track record, despite a dip in the latest half-year period…
24 Nov
24 Nov
News
Results analysis: Edinburgh Investment Trust
EDIN continues to deliver impressive outperformance versus the FTSE All-Share…
22 Nov
22 Nov
News
Results analysis: Downing Strategic MicroCap
DSM’s wind-down could unlock the value in its portfolio…
16 Nov
16 Nov
News
Flash update: Foresight Sustainable Forestry
FSF has made progress on its operational targets, it reports in an update covering the half-year ending 30/09/2023…
14 Nov
14 Nov
News
Results analysis: Picton Property Income
PCTN has very low refinancing risk and asset management initiatives are beginning to pay off…
14 Nov
14 Nov
Fund Research
Aberforth Split Level Income
ASIT’s managers: Today’s investment opportunity is amongst the best in Aberforth’s 33 years…
29 Nov
29 Nov
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
News
Flash update: Greencoat UK Wind
UKW’s board appears bullish, with an inflation beating dividend and £100m buyback announced…
31 Oct
31 Oct
News
Results analysis: Schroder BSC Social Impact
SBSI’s NAV has remained resilient, and improved income generation has allowed the board to raise dividend guidance…
30 Oct
30 Oct
News
Results analysis: Schroder Income Growth
SCF has a strong track record in delivering both income and capital growth over the long-term…
27 Oct
27 Oct
Fund Research
Edinburgh Investment Trust
EDIN has delivered strong outperformance in its first three years under a new manager…
25 Oct
25 Oct
Fund Research
CT UK High Income
CHI offers an attractive yield and a unique strategy that could complement a traditional UK equity income portfolio…
23 Oct
23 Oct
Fund Research
ICG Enterprise
ICGT has posted good interim results, illustrating the resilience of its buyout portfolio…
19 Oct
19 Oct
Fund Research
City of London
CTY is an attractive package, backed by 57 years of dividend increases…
11 Oct
11 Oct
September 2023
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
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