Chelverton Growth Trust : CGW

Research History

• 12 Nov 2020 5 min read

  QuotedData’s Economic Roundup – November 2020

  Economic and Political Monthly Roundup Kindly sponsored by Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or […]

• 08 Jun 2020 8 min read

  QuotedData’s Economic Roundup – June 2020

  Economic & Political Roundup Kindly sponsored by Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell […]

• 07 Apr 2020 8 min read

  QuotedData’s Investment Companies Roundup – April 2020

  Investment Companies Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments  Table of contents  New research In this issue Performance data Discounts and premiums Money in and out Major news stories Income Events Guide Appendix – Performance by sector full list  New research Here is a list of research we published over March: An update note […]

• 10 Jan 2020 8 min read

  QuotedData’s economic roundup – January 2020

  Economic & Political Roundup Kindly sponsored by Polar Capital and Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you […]

• 06 Dec 2019 5 min read

  QuotedData’s economic roundup – December 2019

  Economic & Political Roundup Kindly sponsored by Polar Capital and Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you […]

• 07 Jun 2019 5 min read

  QuotedData’s economic roundup – June 2019

  Economic & Political Roundup A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any of the […]

• 07 Dec 2016 1 min read

  QuotedData investment companies roundup – December 2016

  Our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of November 2016. december-investment-companies-roundup

News

• 24 Apr 2023 1 min read

  QuotedData’s morning briefing 24 April 2023

  In QuotedData’s morning briefing for 24 April 2023: SEED Innovations (SEED) has announced the conversion of £600,000 Convertible Loan Notes (“CLNs”) in Northern Leaf, a Jersey based medical cannabis cultivator, following its successful £3 million pre-IPO fundraise. The CLNs were converted into 1,236,331 preference shares in Northern Leaf, representing 2.2% of the enlarged equity of […]

• 17 Nov 2021 2 min read

  QuotedData’s morning briefing 17 November 2021

  In QuotedData’s morning briefing 17 November 2021: Caledonia (CLDN) has agreed terms to divest its investment in BioAgilytix, a leading provider of bioanalytical testing for large molecule research and development, as private equity firm Cinven, becomes the new lead investor. The transaction is subject to US anti-trust approvals and is expected to complete in December […]

• 14 Nov 2018 1 min read

  Chelverton Growth Trust has decided to wind up

  Chelverton Growth Trust has decided to wind up- Chelverton Growth Trust has seen a significant decline in the net assets value per share from 85.63p to 60.48p which is a decrease of 29.37%. Which is a reverse of the gains made from last year. Also, in the same period the index for the MSCI Small […]

• 19 Jul 2018 1 min read

  Investment Trust Insider on how to grow trusts

  Investment Trust Insider on how to grow trusts James Carthew: imponderable questions in quest for scale Last week I addressed the uphill battle Ashoka India Equity (AIE) faces if it wants to expand, having raised just £46.5 million in its flotation. It is by no means the smallest fund out there, however. Many of the very smallest funds […]

• 09 Nov 2017 3 min read

  Chelverton Growth posts significant outperformance

  Chelverton Growth posts significant outperformance – Over the year to 31 August 2017, Chelverton Growth Trust’s net asset value per share increased by 36.9% to 85.63p. This represents a significant outperformance over the benchmark index, the MSCI Small Cap UK Index which rose by 13.7%. Within the portfolio: The biggest change in the year to the […]

• 07 Nov 2016 2 min read

  Chelverton Growth says no reason for the premium to be maintained

  Over the year to 31 August 2016, Chelverton Growth Trust’s NAV increased from 54.95p to 62.53p – an increase of 13.79% a significant outperformance over the Company’s benchmark index, the MSCI Small Cap UK Index which rose by 3.78%. On the share price, the chairman says “It would be my reasonable expectation that the share […]

• 21 Jul 2016 3 min read

  Small Companies Dividend Trust provides a year of strong outperformance

  Small Companies Dividend Trust has announced its annual results for the year ended 30 April 2016. During the year, the Trust’s NAV per ordinary share increased by 8.44% whilst its ordinary share price increased by 17.41%. Total dividends for the year are 9.1p per ordinary share including a special dividend of 1.6p. During the same […]

• 01 Jul 2016 3 min read

  Miton Global Opportunities flat after rollercoaster year

  Miton Global Opportunities has released results for the year ended 30 April 2016. The net asset value per share rose to 182.4p, a total return of 0.4% – there is no dividend. The manager says the company’s shares ended the financial year standing at an all-time high, moving from 162.75p to 164.25p during the year. […]

• 27 Apr 2016 2 min read

  Chelverton boosted by unquoted write up

  Chelverton Growth Trust’s half year results for the six months ended 29 February 2016 show its Net Asset Value per share rising by 4.1% from 54.95p to 57.21p.  This compares favourably to its benchmark indices, the AIM All-share index and the MSCI Small Cap UK, which declined by 5.1% and 2.7% respectively. The share price increased by […]

• 08 Jan 2016 2 min read

  Miton Global Opportunities underperforms in first half

  Miton Global Opportunities, formerly Miton Worldwide Growth Investment Trust PLC, has announced its interim results for the six-months ended 31 October 2015. During the period, the company’s NAV total return was -4.4% and its share price total return was -2.8%. These compare against a return of -3.6% on the MSCI world and a 1.3% return […]

• 10 Nov 2015 1 min read

  25% tender planned for Chelverton as sells Parmenion

  Chelverton Growth Trust has announced results for the year ended 31 August 2015. Unfortunately the fund underperformed its benchmark index – the net asset value rose by 6.95% while the MSCI UK Small cap Index rose by 9.77%. Since the year end though they have had some good news as their largest investment (37% of […]

• 11 Nov 2014 1 min read

  Chelverton Growth Trust driven by uplift in unquoted holdings

  CGW : Chelverton Growth Trust driven by uplift in unquoted holdings Over the year to the end of August 2014 Chelverton Growth Trust generated outperformance over the MSCI Small Cap UK Index with a total return on net assets of 14.5% vs. a 7.5% return on the index. The company’s rating improved dramatically (from a discount […]

• 03 Apr 2014 1 min read

  Chelverton Growth Trust : CGW – interim results

  Chelverton Growth Trust has released its results for the six months ended 28 February 2014. Over that period the net asset value per share increased from 44.87p to 49.98p, an increase of 11.4%.  In the same period the Company’s benchmark index, the MSCI Small Cap UK index increased by some 17.2%. The Chairman attributes the underperformance to the volatility of […]

Upcoming Events

Videos

In The Press

• 22 Jun 2023 2 min read

  Home Truths

  James Carthew for Portfolio Adviser, 21 June 2023: For many years, there was a tendency among UK-based investment managers and financial advisers to overweight domestic stocks within client portfolios. As a result, we saw a proliferation of investment companies with a narrow focus on UK-listed businesses. Today, 54 investment companies have a listed UK equity […]

• 22 Feb 2022 1 min read

  Bargain Hunter: 10 trusts that have moved from premiums to discounts

  These trusts have seen their premiums vanish since the start of the year as growth shares lost ground. Kyle Caldwell from interactive investor 17th February 2022: Given all the volatility in the first six weeks of 2022, a surprising statistic is that the number of equity investment trusts trading on a premium to their net […]

• 23 Dec 2021 1 min read

  WI Daily: The best performing UK trusts of 2021

  What Investment, Rory Palmer, 7 DEC 2021: Last week I looked at the top performing funds in the IA Global sector, with energy strategies and blockchain ETFs coming out on top. Now it’s time to look a little closer to home at the closed-ended vehicles in the UK that have had a stellar 2021. The […]

• 17 Dec 2019 1 min read

  Investment trust insider on UK equity trusts

  Investment trust insider on UK equity trusts – James Carthew: UK trust laggards should merge not seek new fund managers UK investment trusts of all types are enjoying a post-election rally, particularly those with the highest perceived exposure to domestically-focused companies. I am kicking myself for not having bought Aberforth Split Level Trust (ASIT), one of […]