29 Sep2026
BlackRock Smaller Companies – Ready for a small-cap reset
29 Sep2026
BlackRock Smaller Companies – Ready for a small-cap reset?
29 Sep2026
BlackRock Smaller Companies – Ready for a small-cap reset
28 Sep2026
Herald Investment Trust – New chapter, same compelling story
28 Sep2026
Herald Investment Trust – New chapter, same compelling story
Partners Group Private Equity (PEY) looks set to enter a managed wind-down after nearly three quarters of shareholders chose to sell their holdings in the company’s proposed reconstruction. Chair Peter McKellar said holders of 74.12% of the company’s shares had chosen to take the new realisation share class offered by his board in the summer […]
“Existential” warnings dominated the news last month. Despite that ominous overhang, technology and smaller company trusts rallied in September, but it was a tougher month for interest rate sensitive real estate and private equity funds. September’s top risers Our tables show the total one-month return from an investment company’s share price in the middle column, […]
UK-listed property shares suffered another difficult month in September as stubborn inflation, elevated interest rates and renewed pressure on bond yields continued to weigh on the sector. The average share price fell 3% in September, excluding Abrdn European Logistics Income (ASLI), whose 36.4% decline reflected capital being returned to shareholders as part of its managed […]
Sirius Real Estate (SRE), the £1.3bn Anglo-German business park investor, achieved 11.3% rent roll growth year on year in the six months to 30 September. Nearly half, or 5.1%, of this came from organic growth and the rest from £150m defence-related and self-storage investments. After repaying a €400m corporate bond in June, the group has […]
WisdomTree has launched two actively managed ETFs that use autocallables to target defined levels of return, bringing a strategy more commonly associated with structured products into the UCITS ETF market. The WisdomTree Defined Return Autocallable EUR Active UCITS ETF (DRTN) is targeting an annualised net return of 8% to 9% over the medium to long […]
Is AI the only driver of future growth, or are there other opportunities on the horizon? Scottish Mortgage managers Tom Slater and Lawrence Burns explain how patience, culture and adaptability shape their search for exceptional long-term investments. Capital at risk.
Yesterday saw the launch of the third annual QuotedData Investors’ Choice Awards and, once again, we are asking you to get involved and vote for the investment companies and ETFs that you think are deserving of recognition. There are plenty of investment awards out there but ours are, quite deliberately, a little different. Most investment […]
Shares in Literacy Capital (BOOK) tumbled 10% this morning after the UK private equity fund shocked investors by warning that its £24.4m investment in Cubo Work, an office and co-working space provider, was likely to be written off. The company said “several issues” had become apparent at Cubo in recent weeks, which the team at […]
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