by Dave Baxter from interactive investor, 28th October 2025: Investment trusts have had good news this year, in the form of substantial share price rises and shrinking discounts to net asset value (NAV). After several years of fighting for survival, the sector is showing signs of recovery. But a disruptive force remains in the form […]
Linus Uhlig, Investment Week, 28 October 2025: Ian ‘Franco’ Francis, portfolio manager at mining and commodities trust CQS Natural Resources Growth and Income (CYN), has stepped back from the company with immediate effect. His departure follows CYN’s adoption of a total return strategy with an increased dividend, which was being funded in part by capital […]
Linus Uhlig, Investment Week, 23 October 2025: Investors will gain access to the Middlefield Canadian Enhanced Income UCITS ETF (MCTC) from today (23 October) as the investment trust in which activist investor Saba Capital pushed change, rolls into an ETF. The near £80m assets under management MCTC will launch today, listed on the London Stock […]
Investment trust insider on gold – James Carthew: Golden Prospect subscription right is a no brainer Shareholders will be foolish not to take the chance to buy shares in the top-performing trust at half price. By some distance, the best-performing investment company in my pension fund this year has been Golden Prospect Precious Metals (GPM), […]
Tom Aylott, Citywire Investment Trust Insider, 17 October 2025: A lack of demand for private equity trusts has kept their discounts wide this year, but investors should look below the surface at the many lucrative deals taking place in the sector, according to Winterflood analyst Shavar Halberstadt. Just yesterday, HgCapital (HGT) announced it would be […]
by Val Cipriani, Investors Chronicle, October 15, 2025: The listing of Norwegian tech giant Visma could leave private equity investment trust HgCapital Trust (HGT) with a sizeable listed holding, while a full sale would probably be delayed. Visma, the trust’s biggest holding, accounting for about 12 per cent of its portfolio, is reportedly planning an […]
Investment trust insider on property data centre schemes – Richard Williams: Reits pile in on data centre boom Property trusts are falling over themselves to get in on the data centre play, but only the very best will break ground. Data centres are the hot investment theme right now, so it was little surprise to […]
by Cherry Reynard from interactive investor, 14th October 2025: On the face of it, private equity looks like the bargain of the decade. The Association of Investment Companies (AIC) private equity sector has the strongest performance record of any investment trust sector. Over a decade, the average private equity trust is up 670% (to 13 […]
By Matteo Anelli, Deputy editor, Trustnet,13 October 2025: Emerging markets have surprised this year with a remarkable turnaround in performance, but investing in this vast and diverse area can be daunting. To provide some clarity, Trustnet asked experts why emerging markets have a place in portfolios and how big the allocation should be, as well […]
Investment trust insider on the data centre boom – James Carthew: Trusts set to thrive from the data centre boom Managers are eyeing up ways not only to benefit from skyrocketing data centre investment, but on how to address its negative consequences too. Many investment companies are getting excited about the prospects of the data […]