09 Sep2026
BlackRock American Income Trust – Gathering momentum
09 Sep2026
BlackRock American Income Trust – Gathering momentum
09 Sep2026
BlackRock American Income Trust – Gathering momentum?
27 Aug2026
Oakley Capital Investments – On the right side of AI
27 Aug2026
Oakley Capital Investments – On the right side of AI
JPMorgan US Smaller Companies (JUSC) bounced back from a loss-making 2025 to post a 17.2% total investment return in the first half of the year. However, the £198m investment trust’s “strongly positive” gain in net asset value (NAV) trailed the 24.1% total return from its benchmark, the Russell 2000 index. JUSC shareholders also saw a […]
TwentyFour Income Fund (TFIF) is “deeply saddened” to announce the death of Joanne Fintzen, its senior independent director. Fintzen, who also served on the board of JPMorgan Claverhouse (JCH), was a solicitor and former European general counsel for Citigroup Alternative Investments. She joined the debt fund’s board as a non-executive director in 2019. Home REIT […]
Baillie Gifford US Growth (USA) has published its defence document against Saba Capital, the activist hedge fund seeking to replace its board at the annual general meeting next month, saying shareholders should prevent the US firm from destroying the investment trust’s successful approach. Chair Tom Burnet urged shareholders to vote against Saba’s three resolutions before, […]
Gore Street Energy Storage (GSF) has survived the attempt by Saba Capital to wind up the battery fund but has seen a big vote against its chairman. Nearly 56% of votes at today’s annual general meeting in London were against the activist hedge fund’s resolutions to discontinue the company and sell its assets. Turnout was […]
City of London (CTY), the biggest UK equity income investment trust, enjoyed a good year to 30 June with the mostly blue-chip portfolio keeping up with the rally in the FTSE All-Share and the company announcing a record 60th consecutive rise in annual dividends. Janus Henderson fund managers Job Curtis and David Smith delivered a […]
Ian Hargreaves, former lead manager of Invesco Asia Dragon (IAD), will retire from Invesco Fund Managers Limited next March after more than 30 years with the firm. Hargreaves was lead manager of the former Invesco Asia Trust from March 2011 to May 2024 before sharing the role with Fiona Yang, who will continue in her […]
European fund managers expanding into active ETFs face a question over how much business will come from new investors and how much will migrate from their existing funds. MSCI’s ETF Intelligence Survey 2026, published on 14 September, found that 58% of respondents said an active ETF allocation from a manager they already use would most […]
Schroder Asian Total Return (ATR) fund managers have sounded the alarm over a potential bubble in Korean and Taiwanese technology stocks as well as the US artificial intelligence developers they supply, amid renewed signs that the immense capital spending on AI may be waning. Half-year results showed the £638m investment trust benefited from the boom […]
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