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
On 4 November, I joined an audience of investors at the always-fascinating annual update from Lindsell Train in central London. A lively introduction from Nick Train, joint founder and portfolio manager, was followed by presentations from three of the portfolio managers – James Bullock, Madeline Wright and Ben van Leeuwen. The event was well-timed as, […]
Shares in Syncona (SYNC) got a much-needed boost in the half year to 30 September as stake building by activist Saba and progress by the fund’s life sciences companies raised hopes that a £250m return of capital can be achieved. Interim results showed the share price leaped 39.9% to 123.8p at the end of September, […]
Henderson Far East Income (HFEL), the highest yielding investment trust in the AIC Asia Pacific Equity Income sector and its worst performer, has raised its dividend for a 19th consecutive year and added more to technology holdings where it has been underweight. In the year to 31 August the £589m 10%-yielder paid total dividends of […]
Montanaro UK Smaller Companies (MTU) has rewarded the patience of its shareholders with a strong first half result. Against a difficult backdrop of high energy prices and rising interest rates, the stock picks of fund managers Charles and Adam Montanaro achieved a total rise in net asset value (NAV) of 22.6% including dividends in the […]
Nvidia shares, a number one holding in the Allianz, Manchester & London and Polar Capital investment trusts, plunged 13% this afternoon after the resignation of chief executive Jensen Huang. Huang’s position had already looked vulnerable on Monday after the revelation that he had an affair with a woman who US intelligence believed was a Chinese […]
Schroder Oriental Income (SOI) has consolidated its position at the top of the Asia Pacific Equity Income sector with an impressive 51.7% investment return in the year to 31 August. This was a strong result that beat the 43.9% return of the MSCI AC Pacific ex-Japan index and reflected fund manager Richard Sennitt’s stock picking […]
State Street Investment Management has partnered with Dutch asset manager Van Lanschot Kempen to launch two actively managed smaller companies ETFs, offering investors exposure to concentrated portfolios of US and European stocks. The funds, which listed on Germany’s Xetra exchange on 10 November, will be managed by Van Lanschot Kempen’s existing team of 10 small-cap […]
AVI Global Trust (AGT) endured a “frustrating” year to 30 September with strong gains in South Korea and Japan largely offset by weaker results elsewhere, particularly in holding company Vivendi and investment company Chrysalis. South Korea, where AGT invests 21% of its assets, generated a 44% return, helped by the 94% gain on Samsung C&T, […]
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