06 Oct2026
Seraphim Space Investment Trust – Strong NAV growth, more winners emerging
06 Oct2026
Seraphim Space Investment Trust – Strong NAV growth, more winner emerging?
06 Oct2026
Seraphim Space Investment Trust – Strong NAV growth, more winners emerging
29 Sep2026
BlackRock Smaller Companies – Ready for a small-cap reset
29 Sep2026
BlackRock Smaller Companies – Ready for a small-cap reset?
A “resilient” first half performance saw ICG Enterprise Trust (ICGT) post a 3.3% total investment return in the six months to 31 July. At a time when markets are gripped by the rapid rollout of artificial intelligence and unnerved by rising inflation and government debts, the £1.3bn private equity portfolio said its growth was driven […]
Partners Group Private Equity (PEY) has entered a managed wind-down after 99.9% of shares voted at yesterday’s extraordinary general meeting were in favour of realising all the assets of the £457m investment company. The vote on turnout of just over 62% follows the decision of 74.1% of shareholders to choose to exit through a new […]
Xtrackers is seeking shareholder approval for a wholesale overhaul of one of its smallest US equity ETFs, replacing a minimum-volatility strategy with exposure to American small- and mid-cap companies. The Xtrackers MSCI USA Minimum Volatility UCITS ETF currently tracks an MSCI index of large- and mid-cap US companies selected and weighted to reduce volatility. Under […]
Ashoka India Equity (AIE) has asked shareholders to overlook the “minor setback” of a 5.9% fall in net asset value after a difficult year exacerbated by high energy prices caused by the US-led war on Iran. The £416m investment trust outperformed the MSCI India index which fell 8.5% in the 12 months to 30 June […]
CG Asset Management has promoted portfolio manager Emma Moriarty to the investment team on its £802m flagship Capital Gearing Trust (CGT). Moriarty (above), a former senior economist at the Bank of England, will become a co-manager of the multi-asset, capital preservation fund alongside CGAM’s founder Peter Spiller and co-chief investment officer Chris Clothier. This will […]
Update: Brown Advisory US Smaller Companies (BASC) has decided to call it a day and offer shareholders a rollover into rival JPMorgan US Smaller Companies (JUSC). Concluding a strategic review that he revealed in July, chair Stephen White said shareholders would also have the option of an uncapped cash exit at 99.25% of net asset […]
Saba Capital has increased its position in Grainger (GRI), the £1.2bn residential landlord, to 9.2% from 8.9%. The activist hedge fund first disclosed a stake of 5% in June in the build-to-rent developer. Mike Ashley, founder of Frasers (FRAS), the Sports Direct owner, bought 4.2% in May. Onward Opportunities (ONWD), the £57m UK smaller companies trust […]
Schroder Japan (SJG) fund manager Masaki Taketsume is confident he can continue to generate attractive returns, while cautioning that performance may moderate after the £442m investment trust achieved a 41.2% total gain in the year to 31 July. The annual results showed the underlying growth in net asset value (NAV) easily beat the 29.3% rise […]
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
