News

13 Jun 2025
a radio microphone in front of a blurred screen

QuotedData’s morning briefing 13 June 2025 – AGT, RMMC, PCGH, SYNC

In QuotedData’s morning briefing 13 June 2025, we have interim results from AVI Global and River UK Micro Cap, a new director for Polar Capital Global Healthcare and updated long-term data from Syncona’s Autolus Therapeutics. We also have: Stories you may have missed from yesterday:

11 Jun 2025

Oakley Capital backs strategic advisory firm G3 and fast-growing Italian consultancy JBMC

Oakley Capital Investments (OCI) has announced that Oakley Capital Fund VI has acquired a majority stake in G3, a global strategic advisory consultancy. G3 advises clients on strategic risk, reputation, cyber and disputes, serving a global client base that includes major private equity funds, corporates and law firms. Headquartered in London, G3 also operates in […]

11 Jun 2025

TR Property – Tactical gearing and income resilience help mitigate macro drag

TR Property (TRY) has reported full-year results to 31 March 2025, during which it delivered a NAV total return of -2.5%, outperforming its benchmark’s -3.8% decline. While the first half of the year was supported by narrowing credit spreads and improving sentiment, the second half was challenged by rising bond yields, geopolitical turbulence, and renewed […]

11 Jun 2025

Value and Indexed Property Income – Robust performance in transitional year

Value and Indexed Property Income Trust (VIP) has reported its annual results for the year ended 31 March 2025, a period defined by its strategic evolution into a pure-play UK commercial property vehicle and its formal conversion into a UK Real Estate Investment Trust (REIT), effective from 1 April 2025. The move marks the culmination […]

11 Jun 2025

Worldwide Healthcare – Tough year, but fundamentals remain strong

Worldwide Healthcare Trust (WWH) has reported a disappointing year to 31 March 2025, with a net asset value (NAV) total return of -10.3%, compared to a -3.2% return from its benchmark, the MSCI World Health Care Index (sterling adjusted). The trust’s share price fell by -11.2% over the same period, with the discount to NAV […]

11 Jun 2025

QuotedData’s morning briefing 11 June 2025 – SEIT, SMIF, DGI9

In QuotedData’s morning briefing 11 June 2025: SDCL Efficiency Income’s Onyx Renewable Partners has secured a new debt facility that will allow it to fund its near term pipeline and we have interim results from TwentyFour Select Monthly Income. We also have: Stories you may have missed from yesterday:

09 Jun 2025

Templeton Emerging Markets outperforms benchmark and ramps up buybacks

Templeton Emerging Markets (TEM) has released its annual results for the 12 months to 31 March 2025, posting an NAV total return of 8.8%, comfortably ahead of the MSCI Emerging Markets Index, which returned 5.8% over the same period. The trust’s share price rose 13.3% on a total return basis, helping to narrow the discount […]

09 Jun 2025
06 Jun 2025

AVI calls for leadership change and strategic overhaul at Gerresheimer

Asset Value Investors (AVI), manager of AVI Global Trust, has published an open letter to the Supervisory Board of Gerresheimer AG, urging urgent action to restore shareholder value following a string of profit warnings and a sharp deterioration in market confidence. AVI, which owns a 3.5% stake in Gerresheimer through AVI Global Trust (1.2m shares), […]

06 Jun 2025

Apax backs WGSN’s acquisition of IWSR with further €3m investment

Apax Global Alpha (AGA) has announced it expects to invest an additional c.€3m indirectly into WGSN, the consumer trend forecasting platform, following its acquisition of IWSR, a global provider of data and insights for the beverage alcohol industry. The acquisition was completed on 5 June 2025 by WGSN, a portfolio company of the Apax XI […]