News

10 Jul 2019
Caledonia buys Stonehage Fleming stake

Caledonia completes Stonehage Fleming deal

Caledonia completes Stonehage Fleming deal – Caledonia Investments announced in December 2018 that it had agreed to acquire a minority stake in Stonehage Fleming & Family Partners Limited. Stonehage Fleming is a leading independently owned family office. The deal was structured as part of a tender offer and share buy-back offer made to Stonehage Fleming’s existing […]

10 Jul 2019

Woodford Watch – Benevolent AI

Woodford Watch – Benevolent AI Over the last couple of days, following an article in the Sunday Times (behind a paywall so we haven’t linked to it), the talk has been of a fundraise for Benevolent AI at a substantial discount to the valuation that Woodford Patient Capital (WPCT) is holding it in its NAV. […]

10 Jul 2019

QuotedData’s other news 10 July 2019

In QuotedData’s other news 10 July 2019 One of the smallest listed investment companies, SVM UK Emerging, published results for the year ended 31 March 2019. It underperformed its benchmark, returning -1.8% in NAV terms and -6.7% in share price terms against a 2.8% return for the IA UK All Companies sector average [no we don’t […]

09 Jul 2019

Polar Capital Global Financials edges further ahead

Polar Capital Global Financials edges further ahead – in its interim results, covering the six months ended 31 May 2019, Polar Capital Global Financials Trust reports that it delivered a return of 2.0% in NAV terms ahead of a 1.4% return on its benchmark, MSCI World Financials plus Real Estate. The trust has now outperformed […]

05 Jul 2019

Scam alert!

We have been made aware of a website -buy.bestbonds-uk.com- which is purporting to be provided by Marten & Co. Marten & Co and QuotedData have no association with this website, we do not sell bonds or endorse anyone who does. We have reported the site to the FCA and will seek to have it taken […]

05 Jul 2019

Woodford Watch – Proton Partners

Woodford Watch – Proton Partners This morning the talk on Woodford Patient Capital seems to be centred around Proton Partners. This was quite a significant holding (7.8% of gross asset value) within Woodford Patient Capital when it last disclosed its list of holdings. Now it looks as though it may be its largest investment. Proton […]

04 Jul 2019

No respite for Jupiter Green investors

No respite for Jupiter Green investors – Jupiter Green’s results, covering the year ended 31 March 2019, offer little joy for its shareholders. the trust has underperformed its benchmark by 7.4% (returning -1.4% against 6.0% for the FTSE ET100 Total Return Index). The shares fell by 4.6% over the period, failing to react positively to […]

04 Jul 2019

Flat year for Miton Global Opps

Flat year for Miton Global Opps – after a run of award-winning performance, Miton Global Opportunities reported a negative 0.3% total return for the year ended 30 April 2019. The trust’s benchmark is 3-month SONIA +2% -which worked out at 2.7% for the period. A shift to trading on a small premium gave shareholders an […]

04 Jul 2019

PRS REIT updates on progress

PRS REIT updates on progress – PRS REIT has updated the market on the final three months of its financial year ended 30 June 2019, and provided an overview of progress over its first two years. Since launch on 31 May 2017, 1,173 new homes have been delivered, generating a rental income stream of GBP10.7m […]