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?
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 […]
Fidelity Emerging Markets (FEML) has hailed its stunning 92.3% investment return for the year to 30 June as a “resounding vindication” of fund managers Nick Price and Chris Tennant. The total underlying return on net asset value (NAV) smashed the impressive 48.2% return from the MSCI Emerging Markets index and drove a 99.3% total return […]
HgCapital Trust (HGT) has bagged an £18m gain on the £71m sale of its stake in Gen II Fund Services. The New York-based global fund administration company has been bought for $5.1bn by private equity giant KKR from Hg, manager of HGT, General Atlantic and other minority investors. The uplift for HGT represents an increase of […]
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 […]
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
