15 Oct2026
Alliance Witan – More than meets the eye
15 Oct2026
Alliance Witan – More than meets the eye?
15 Oct2026
Alliance Witan – More than meets the eye
06 Oct2026
Seraphim Space Investment Trust – Strong NAV growth, more winners emerging
06 Oct2026
Seraphim Space Investment Trust – Strong NAV growth, more winner emerging?
The QuotedData Investors’ Choice Awards are back, with voting now well under way (cast your votes here). We have already explained how the awards work (see my colleague Matthew Read’s article here) and why we believe private investors should have the final say. This year, for the first time, we have added two new Exchange […]
Janus Henderson has launched a US equity ETF with a total expense ratio (TER) of 0%, entering the increasingly competitive market for low-cost passive investment products. The Janus Henderson US Large Cap Equity Core UCITS ETF (J501) listed on the London Stock Exchange on 9 October and tracks the Solactive GBS United States 500 Index, […]
Schroder Oriental Income Fund (SOI) has been shortlisted in the Best country / regional / emerging category of QuotedData’s 2026 Investors’ Choice Awards. With voting now underway, we take a closer look at what makes this Asian equity income trust stand out and why it might deserve your vote. Asia is home to some of […]
Interview with Brown Advisory, EdgePoint and Sands In our latest edition of The Big Question, Mick Dillon, Tye Bousada and Danielle Menichella delve further into the realm of AI to discuss where AI disruption is likely to emerge, which industries could be the biggest winners and losers, and whether the market is getting the AI […]
Caution towards the surge in technology stocks by the managers of Fidelity Asian Values (FAS) saw the £377m Asia Pacific smaller companies investment trust underperform in the year to 31 July. Although Fidelity’s Nitin Bajaj and Ajinkya Dhavale did very well holding Taiwanese chip giant TSMC as their biggest position, a decision to underweight tech […]
JPMorgan UK Small Cap Growth & Income (JUGI) has reported a year of underperformance ahead of its merger with Aberdeen UK Smaller Companies Growth (AUSC). A lack of mining stocks and the AI sell-off in software stocks were the main factors in the £419m investment trust’s 7.2% investment return lagging the 9.8% gain in the […]
Finsbury Growth & Income (FGT), the underperforming UK equity income trust run by Nick Train, had a “challenging” September with net asset value (NAV) and the share price falling 7.9% and 7.8% against a 1.9% decline in the FTSE All-Share index. Despite that, both NAV and shares outperformed in the third quarter with respective gains […]
European investors have poured $12.3bn into unhedged Japanese equity ETFs so far this year, signalling a striking shift in attitudes towards the yen as demand for exposure to Japan’s stock market accelerates. The figure represents 82% of the $14.9bn in net inflows recorded by Japan-focused UCITS ETFs during the eight months to the end of […]
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