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
Templeton Emerging Markets (TEM) is seeking shareholder approval to lift the current 12% cap on single stocks to the higher of 12% of total assets or four percentage points above a company’s weighting in TEM’s MSCI Emerging Markets index benchmark, subject to an absolute maximum of 25%. The request has been triggered by the rise […]
Schroder Income Growth (SCF) has dipped into revenue reserves for a fourth year in succession to maintain its “dividend hero” status and achieve 31 consecutive rises in the annual pay-out to shareholders. Full-year results yesterday showed quarterly dividends rose 4.1% to 15.3p per share but in what continues to be a “challenging” environment for investment […]
Janus Henderson Investors has launched an actively managed China equity ETF, seeking to capitalise on attractive valuations and widening differences in performance between Chinese companies. The Janus Henderson China Equity Active Core UCITS ETF (JCHN) began trading on the London Stock Exchange on 4 November and has a total expense ratio (TER) of 0.39%. It […]
Temple Bar (TMPL) had a good October, outperforming the FTSE All-Share’s 1.1% rise with a 4% increase in net asset value as UK equities benefited from a broadening in global markets in response to mounting concerns over sustainability of expenditure on artificial intelligence. Shares in the £1.3bn UK equity income trust rose 3.4% taking their […]
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 […]
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