Eve Maddock-Jones, Investment Week, 12 August 2025: A merger was first floated back in April and now the two parties have put out their heads of terms, which will see participating FJV shareholders either fully roll their assets into the reformed AJOT vehicle or cash out at 1% less than FJV’s Formula Asset Value (FAV). […]
Investment trust insider on style, AI, and Smithson – James Carthew: Too early for me to make ‘contrarian’ play on Smithson As giant AI-related stocks continue to reign supreme, Smithson’s focus on high-quality small caps is worth considering. This week I want to ponder the importance of investment style on returns. It is over three […]
Eve Maddock-Jones, Investment Week, 11 August 2025: The UK real estate investment trust (REITs) sector has undergone a rampage of M&A activity in recent years, leaving a “leaner” sector and clients with fewer choices, but the upsides of greater, more efficient liquidity available. According to data from TIME Investments, which runs several hybrid property funds, […]
by Holly McKechnie, Investors Chronicle, August 8, 2025: Global equity trusts have had to sustain a number of shocks so far this year, from US President Donald Trump’s tariffs to the launch of DeepSeek AI in January. However, on the whole performance for this group has been relatively strong over the past six months, with […]
Investment trust insider on Gore Street Energy Storage – James Carthew’s shareholder view: Gore Street versus RM Funds As tensions mount between Gore Street Energy Storage and activist investor RM Funds, our columnist examines the strategic options, management’s track record and the risks facing shareholders before casting his vote. While Citywire has already covered Gore […]
Tom Aylott, Portfolio Adviser, 29 July 2025: Gearing is a unique trait of investment trusts that very few open-ended funds are able to make use of. Investment companies have far more flexibility when it comes to utilising this tool, with some trusts, such as Amedeo Air Four Plus, DP Aircraft and Ecofin US Renewables Infrastructure, […]
David Batchelor, senior analyst, QuotedData for Investment Week, 25 July 2025: My reform would be to simplify ISA provision as much as possible. Like so many areas of public policy affecting personal finance, what started out as a good, uncomplicated idea when launched at the turn of the century has been endlessly tinkered with. From […]
By Emmy Hawker, Senior reporter, Trustnet, 25 July 2025: Investors across both the retail and institutional space are increasingly looking to private markets for investment opportunities, with private-equity assets under management projected to reach £7.4trn globally by 2029.. The £41bn 3i Group is the “behemoth” of the private-equity investment-trust world, noted Morgan, pointing to its […]
by Val Cipriani, Investors Chronicle, July 23, 2025: The ability to use debt to ‘gear’ a portfolio is one of the key features that differentiate investment trusts from their open-ended counterparts. Some trusts had even locked in interest rates as low as 1.8 per cent before the market turned three years ago, boosting returns when […]
Christian Mayes, Portfolio Adviser, 22 July 2025: The first ever take-private deal for a private equity investment trust is “bittersweet” for retail investors, according to industry commentators, after the board of Apax Global Alpha agreed terms with Ares Management. The £794m cash offer, which is subject to shareholder approval, comes at an 18.8% premium to […]
