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Today

European Opportunities completes 25% tender offer in full

European Opportunities Trust (EOT) has announced the results of its 25% tender offer, initially announced in February 2025 (click here to see our coverage of that), saying that it received applications for 29,961,689 shares – 9,938,378 relating to the basic entitlement and 20,023,311 that were excess applications – around 1.93x the number of shares that […]

Today

Personal Assets maintains steady course through turbulent year

Personal Assets Trust (PNL) has released its annual results for the year ended 30 April 2025, reporting a NAV total return of 7.5%, which it says is in line with the All-Share Index. Shareholders saw a total return of 7.4%, with the share price ending the year at 511p. Despite elevated volatility across global markets, […]

Today

Rockwood Strategic delivers standout results and continues to scale

Rockwood Strategic (RKW) has reported another impressive set of results for the year to 31 March 2025, delivering a NAV total return of 21.0%, materially outperforming both the AIM All-Share (down 8.2%) and the FTSE Small Cap ex-IT index (up 3.4%). The company’s share price total return for the period was 20.8%, as shares continued […]

Today

Gore Street Energy Storage announces fee cut and strategic review

In a wide-ranging update, Gore Street Energy Storage Fund (GSF) has announced a material overhaul of its fee arrangements with investment manager Gore Street Investment Management, following a recent shareholder consultation. Effective 1 October 2025, the management fee will be reduced and calculated on a blended basis – 1% per annum of the average of […]

Today

MIGO announces manager change and shift to high-conviction strategy

MIGO Opportunities Trust has announced that long-serving co-manager Nick Greenwood will step back from portfolio management after over 20 years at the helm. Charlotte Cuthbertson, already co-manager, will now be joined by Tom Treanor, Asset Value Investors (AVI’s) head of research (both pictured), effective 18 June 2025. Nick will remain at AVI as a consultant. […]

Today

QuotedData’s morning briefing 18 June 2025 – CGT, AUGM, BBGI, RESI, DLN

In QuotedData’s morning briefing 18 June 2025, Capital Gearing is holding an retail investor presentation, Augmentum Fintech has published additional information for its upcoming capital markets day, BBGI is delisting on 19 June, Residential Secure Income has published interims, and Derwent London has completed a lease extension and expansion. We also have: Stories you may […]

17 Jun 2025

Hansa plans combination with Ocean Wilsons

The boards of directors of Hansa Investment Company and Ocean Wilsons Holdings have reached preliminary agreement on the key terms of a possible all-share combination of Hansa and Ocean Wilsons, under which Hansa would acquire the entire issued and to be issued share capital of Ocean Wilsons. Hansa has held a strategic stake in Ocean […]

17 Jun 2025

Directors’ fees cut at Montanaro UK Smaller

Montanaro UK Smaller Companies has announced results covering the 12 month period that ended on 31 March 2025. Over the period, the NAV total return for the trust was -6.9%. That compares to -0.4% for the Numis Smaller Companies ex Investment Companies plus AIM Index or 2.3% for the same index but excluding AIM companies. […]