AI has already disrupted software, could the asset management sector be next? Would you let artificial intelligence manage your life savings? I tuned into the Polar Capital Global Technology team’s webinar yesterday; it was a fascinating watch as usual. As you can see below, the Polar Capital Technology Trust (PCT) retains its top spot over […]
The best-performing Indian fund is also the cheapest – what is going on? Here is a table taken from our website on 10 September 2026 showing the four trusts that focus on investing in India ranked buy their one-year NAV returns. India Capital Growth (IGC) comes out on top over one year, second over three […]
Gore Street Energy Storage (GSF) is in the process of selling its 22MW operational energy storage asset in Cremzow, Germany. Multiple bidders had been whittled down to one and the process had reached an advanced stage, with a sale and purchase agreement in the final stages, but then the buyer tried to drop the price. […]
At AEW UK REIT’s AGM, there were big votes – around 20% – against the reelection of the directors. The board says “It is the company’s understanding that a significant proportion of these votes came from a single institution…. [and] that the votes were cast against potential participation in a corporate event.” In other words, […]
Murray Income’s results for the 12 months ended 30 June 2026 were not great – a NAV return of 15.1% compared to a benchmark return of 21.9%. However, since the appointment of Artemis as the manager in March 2026 and its rejig of the portfolio, the NAV and share price are up 9.1% and 11.5%, […]
Aquila European Renewables (AERI) says its end June NAV was €0.386, down from €0.567 at the end of December 2025. €0.1439 of that fall relates to the capital return to shareholders that was made earlier this year. There is no dividend for Q2 2026, partly because of problems getting cash out of AERI’s subsidiaries (see […]
Literacy Capital (BOOK) is moving to the main market with effect from 11 September 2026. To comply with the listing rules – which require that the chairman of the company is independent – Paul Pindar is stepping down as chair, but will stay on as a non-independent non-executive director. Dawn Marriott, who joined the board […]
Sam Morse, who has been managing Fidelity European since 2011, has said that he intends to retire next year. Ahead of that, Alexander Laing will work alongside Sam and existing co-manager Marcel Stötzel, to ensure a smooth transition. The trust’s half-year returns (covering the first six months of 2026) lagged its benchmark, returning 6.4% in […]
Pershing Square Holdings (PSH) had a poor first half of 2026. In total return terms, the net asset value (NAV) of Bill Ackman’s US equities hedge fund fell by 12.6% and share price by 23.9% in a period where the S&P 500 index rose by 10.2%. An additional $100m buyback was authorised in May 2026 […]
Investment Week has a story that UK smaller companies fund managers George Ensor and Mayan Uthayakumar – who both quit Liontrust recently – are off to work for Jupiter Asset Management. Ensor’s surprise departure triggered a short-lived drop in River UK Micro Cap‘s (RMMC) share price. However, investors appeared reassured that he would continue to […]
