The Lindsell Train Investment Trust announced its annual results for the year end March 31 2023. The company’s net asset value per share fell 5% during the period, although the payment of the company’s total annual dividend of £53.00 per share in September 2022 ensured that the NAV total return was only fractionally down, by […]
Digital 9 Infrastructure (DGI9), has announced the appointment of additional personnel to the Triple Point Investment Management digital infrastructure team. Further to the previous announcement on 1 December 2022, Triple Point has completed the competitive recruitment and selection process to appoint a new Head of Digital Infrastructure. Triple Point and the board of D9 have […]
Atrato Onsite Energy (ROOF) announced its interim results for the six month period ended 31 march 2023. The company’s performance was generally positive with a modest improvement in NAV, which was up around 1%, while revenue growth came in 9% ahead of budget. Dividends were flat. Still, shares fell 14% during the period dragging the […]
Worldwide Healthcare Trust (WWH) has released its annual report for the year ended 31 March 2023. The company’s net asset value per share total return was -0.1% and the share price total return was -4.1%, underperforming the benchmark MSCI World Health Care Index measured on a net total return, sterling adjusted basis, which returned +2.5% […]
Pantheon Infrastructure (PINT) announced a £52.5m increase to its existing £62.5m multicurrency revolving credit facility bringing the total to £115m. The increase in the loan facility provides the company with additional liquidity to support further investment in high-quality infrastructure assets from PINT’s near-term investment pipeline. The loan facility is currently undrawn. abrdn Diversified Income and […]
JPMorgan European Growth & Income (JEGI) has released its annual report for the year ended 31 March 2023. The total return on net assets for the company’s ordinary shares was +9.9% (debt at par value) and +12.5% (debt at fair value). Both of these returns compare well with its benchmark, MSCI Europe ex UK, which […]
abrdn Japan Investment Trust (AJIT) announced annual results for the year to 31 March 2023. The company’s net asset value total return for the period was -4.4%, in sterling terms, underperforming the TOPIX Index, the company’s benchmark, gain of 2.8%. The company’s share price ended the year at 13.9% with the discount to NAV per […]
Marwyn Value Investors (MVI) announced the appointment of Will Self to the company’s board as CEO, leading the development and execution of MVI’s overall company strategy. James Corsellis, CIO commented: “We are delighted to be working with Will in his new role as CEO, alongside Mark Hodges as chairman, as the company continues in the […]
The recent annual results from CT UK High Income (CHI) and Edinburgh Investment Trust (EDIN) have given us the interesting opportunity to compare the views of two managers targeting the UK equity income sector. Since the pandemic lows reached towards the end of 2020, the two funds have seen a wide divergence in performance with […]
Odyssean Investment Trust (OIT) announced its annual results for the year ended 31 March 2023. NAV per share fell 2.2% while shares fell 1.2% over the 12 month period, comfortably outperforming the benchmark Numis Smaller Companies Index ex IC plus AIM Total Return Index which fell 13.4%. Shares in the company continue to trade at […]
