09 Nov2026
City Natural Resources Growth and Income – A new home for a proven approach
09 Nov2026
City Natural Resources Growth and Income – A new home for a proven approach
09 Nov2026
City Natural Resources Growth and Income – A new home for a proven approach
26 Oct2026
Geiger Counter Limited – New managers, renewed focus
26 Oct2026
Geiger Counter Limited – New managers, renewed focus
Caledonia Investments (CLDN), a £1.9bn public and private equity fund, has declared a £100m special dividend to return over a third of the proceeds from last year’s sale of wealth manager Stonehage Fleming to its shareholders. The £290m disposal of what was Caledonia’s largest private equity position will see shareholders get a 20p per share […]
AVI Global Trust (AGT) has published its annual results so it’s a good time to show this video I recorded last month with the investment trust’s fund manager Joe Bauernfreund and senior investment analyst Ross McGarry. The point of the webinar was to highlight how AGT and its portfolio of overlooked holding and investment companies […]
3i Infrastructure (3IN) said “macroeconomic volatility” weighed on a couple of its portfolio companies in the half year to 30 September but overall it continued to be supported by long-term mega trends in energy, transport and digital communications. The £3.8bn portfolio increased half-year earnings by 12.3% and posted a 4.5% investment return, down from 7.4% […]
Finsbury Growth & Income (FGT) fund manager Nick Train is hopeful the poorly-performing UK equity income trust has finally passed an “inflection” point after enjoying its best month under his stewardship. The £834m investment trust saw net asset value (NAV) jump 12.6% in October with the shares returning 11.8%, well ahead of the 1.1% rise […]
UK-listed property shares recovered some of their recent losses in October, with the average share price rising 1.8% after a difficult September. The recovery was relatively broad, with 32 of the 50 companies in our dataset recording gains and a median return of 1.1%. The improvement was particularly noticeable among some of the larger property […]
Emerging markets and Asia investment trusts were the biggest risers on Friday as investors assessed the dramatic sell-off in artificial intelligence stocks on Thursday. India trusts were prominent on the leader board as a 1% drop in the pound and a 2% sterling rise in India’s Nifty 50 index saw Aberdeen New India (ANII) rally […]
RTW Biotech Opportunities (RTW), the £559m drug developer backer where activist Saba Capital doubled its stake to 10% last month, has expanded its capital allocation framework with a further $42.8m (£31.9m) for share buybacks. Having returned $42.3m of the $45m buyback target announced three years ago, and purchased 7.2m shares this year, the company says […]
Man Group has launched its first two UCITS ETFs in Europe, including a strategy designed to combine global equity market exposure with protection against sustained market downturns. The launch comes at a particularly interesting time, with technology shares suffering a sharp sell-off amid renewed concerns about the outlook for artificial intelligence (AI) investment. The Man […]
Find out about investor events near you
A gateway to a library of useful information to help cut through the jargon
Sign up for our free equity research notes sent straight to your inbox
Access daily updated company fact sheets and peer group analysis tools
