December 2023
News
Results analysis: Henderson European Focus Trust
A focused portfolio of European ‘Global Champions’
13 Dec
13 Dec
News
Results analysis: Schroder AsiaPacific
SDP has delivered another year of outperformance, yet still trades at a discount…
12 Dec
12 Dec
News
Results analysis: Schroder British Opportunities
Robust performance of SBO’s private holdings has driven performance…
06 Dec
06 Dec
News
Results analysis: BlackRock Frontiers
BRFI’s portfolio is delivering strong growth at a time the global economy looks weak…
04 Dec
04 Dec
November 2023
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 Micro-Cap
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
News
Results analysis: Schroder Oriental Income
SOI has reinforced its status as an excellent way to access the growing dividend culture in Asia…
13 Nov
13 Nov
News
Results analysis: International Biotechnology Trust
IBT has delivered strong outperformance in a tough environment...
10 Nov
10 Nov
News
Results analysis: BlackRock Greater Europe
BRGE was the top-performing European trust during its most recent financial year...
08 Nov
08 Nov
October 2023
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
News
Results analysis: Ashoka India Equity
AIE has continued to deliver strong performance for shareholders…
10 Oct
10 Oct
September 2023
News
Results analysis: NB Private Equity Partners
NBPE’s private portfolio has contributed to the trust’s performance during the period, while its strong realisation pipeline continues to deliver…
29 Sep
29 Sep
News
Results analysis: BBGI Global Infrastructure
BBGI’s availability-style holdings proved robust in H1…
06 Sep
06 Sep
News
Results analysis: Octopus Renewables Infrastructure
ORIT’s widening discount belies the inexorable march of renewable energy and ORIT’s ability to continue to invest...
26 Sep
26 Sep
News
Results analysis: Brown Advisory US Smaller Companies
BASC has outperformed its benchmark since Brown Advisory took the helm in 2021, but US smaller companies remain undervalued…
21 Sep
21 Sep
News
Results analysis: Middlefield Canadian Income
MCT could benefit from an end to the rate hiking cycle…
20 Sep
20 Sep
News
Results analysis: BH Macro
After a banner year in 2022, 2023 has proved more challenging for BHMG and a wide discount has emerged…
18 Sep
18 Sep
News
Flash update: ThomasLLoyd Energy Impact
TLEI serves notice on manager, board assessing the potential for a re-launch…
15 Sep
15 Sep
News
Results analysis: Vietnam Enterprise Investments
A rebound in H1 makes VEIL’s wide discount look attractive…
14 Sep
14 Sep
August 2023
Flash Update
Flash Update: International Biotechnology Trust
IBT moves to Schroders, with no change to team or process and the prospect of lower costs over time…
03 Aug
03 Aug
News
Results analysis: RIT Capital Partners
RCP’s interims highlight the inherent defensiveness within the portfolio…
01 Aug
01 Aug
July 2023
News
Results analysis: Alliance Trust
ATST delivered strong NAV returns in the first half of the year…
28 Jul
28 Jul
News
Results analysis: Greencoat UK Wind
UKW’s resilient NAV and increased discount rate suggest strong prospective returns…
27 Jul
27 Jul
News
Results analysis: Jupiter Green
JGC delivered positive share price returns, despite a very volatile year…
13 Jul
13 Jul
News
Results analysis: Miton UK MicroCap
MINI’s portfolio of micro-caps is trading on deeply discounted valuations…
11 Jul
11 Jul