09 Sep2026
BlackRock American Income Trust – Gathering momentum
09 Sep2026
BlackRock American Income Trust – Gathering momentum
09 Sep2026
BlackRock American Income Trust – Gathering momentum?
27 Aug2026
Oakley Capital Investments – On the right side of AI
27 Aug2026
Oakley Capital Investments – On the right side of AI
Saba Capital has stopped publishing the daily portfolio of its UK investment trust ETF, arguing that the transparency allowed other investors to copy its trades and made it more expensive to build positions. The Saba Capital Investment Trusts UCITS ETF (UKIT) has moved to a semi-transparent structure and will now disclose its full holdings quarterly, […]
A lack of ships and the necessity to take longer voyages to avoid the danger zones in the Strait of Hormuz and approach to the Suez Canal have created buoyant conditions for Tufton Assets (SHIP). The £364m dollar-based shipping fund reported net asset value (NAV) rose 19% in the year to 30 June with its […]
Annual results from technology fund Manchester and London (MNL) highlight the dangers of going all-in on artificial intelligence with the portfolio plunging 25% at the end of its financial year to 31 July. At 22 June MNL had notched up a 51% investment return but saw this almost evaporate as the near collapse of the […]
Neuberger Private Equity Partners (NBPE), previously NB Private Equity, sold $150m of investments in the first half of the year, lifting realisations from $86m a year ago. With $68m of exits expected to close in the coming months, the company said it was making good progress refreshing the portfolio and supporting share buybacks, which it […]
Next month’s five-year continuation vote at Invesco Global Equity Income (IGET) looks to be a shoo-in after the company reported a highly successful year for growth. IGET grew its market value by 86% to £510m in the year to 31 May, principally helped by a successful merger with Franklin Global which swelled assets by 55% […]
The completion of two big disposals in the first half of the year for Pantheon Infrastructure (PINT) proved something of a mixed blessing, interim results showed today. The sale of Intersect Power to Alphabet and of Calpine to Constellation Energy of the US announced last year generated $70m (£52.6m) of cash that enabled the company […]
A difficult first half to its financial year has not stopped Baillie Gifford China Growth (BGCG) from continuing to reverse the poor performance inflicted on shareholders since the former Witan Pacific appointed Baillie Gifford to run it as a China fund six years ago. After two strong years of 38.8% and 35.4% investment returns, the […]
Baillie Gifford US Growth (USA) is under threat from Saba Capital once again. Ahead of the annual general meeting on 23 October when the activist hedge fund will for a third time attempt to replace the investment trust’s board, shareholders have two opportunities to learn why they should oppose the takeover of their unique fund. […]
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