05 Nov2025
Rights and Issues Investment Trust – Looking oversold
05 Nov2025
Rights and Issues Investment Trust – Looking oversold
05 Nov2025
Rights and Issues Investment Trust – Looking oversold
28 Oct2025
JPMorgan Japanese Investment Trust – A whole new ball game
28 Oct2025
JPMorgan Japanese Investment Trust – A whole new ball game
Sentiment towards property largely improved in October, with the big names all seeing share price gains as UK inflation data came in slightly below expectations. However, residential REIT Grainger’s shares continue to fall as the Renters’ Reform Bill was passed into law during the month. All eyes now turn to the budget at the end […]
Schroder Income Growth (SCF), a £225m “dividend hero”, has urged shareholders to give the investment trust another five years at next month’s continuation vote but has not ruled out accepting a merger offer if one materialises during the consolidation trend sweeping the listed funds market. Chair Ewan Cameron Watt said the board was “not blind to the argument that […]
AVI Japan Opportunity secures bulk of Fidelity Japan’s assets in their merger; 3i Infrastructure posts good half-year results; high-yielding Henderson Far East Income continues to turn around, its annual report shows; stable mate Henderson Smaller appoints Cassie Herlihy from Gresham House; and HgCapital announces a new software investment. AVI Japan Opportunity (AJOT), the £230m smaller […]
Greencoat UK Wind (UKW) and NextEnergy Solar (NESF) have revealed the hit they face from the government’s controversial proposals to change the inflation link in renewable incentives, setting out the arguments they intend to use with officials. UK Wind, the £2.1bn Schroders Greencoat listed fund, the largest in the renewables infrastructure sector, estimates the Department […]
Foresight Solar (FSFL) fund manager Ross Driver is to leave Foresight Group at the end of the year as the £394m renewables fund grapples with a 37% share price discount and government proposals to cut incentive payments to clean energy generators. The company said Driver, who joined Foresight in 2021 after seven years at InfraRed […]
Literacy Capital (BOOK), the £227m UK private equity fund, will make its first capital distribution this month, returning £6m to shareholders under the shareholder-approved B-share scheme. Plans for the distribution were announced in July when the investment company booked a 52% uplift in the valuation of its then second biggest holding Velociti Solutions and sold […]
Supermarket Income REIT (SUPR) has entered the convenience store sector for the first time after announcing £40.9m of acquisitions which mean it has deployed half of the £200m raised from a joint venture with Blue Owl Capital in April. It has bought 10 Sainsbury’s convenience stores for £15.3m on a net initial yield of 6.1% […]
We have written previously about the rapidly growing European active exchange-traded fund (ETF) sector. One of the more interesting aspects of this growth has been the role of thematic funds, and we have had a good example this week, with the launch of the ARK Space & Defence Innovation UCITS ETF (ARKX). Having listed in […]
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