Linus Uhlig, Senior Reporter, Investment Week, 19 August 2025: Last month, a vehicle managed by Apax Partners and funded by Ares Management agreed to acquire Apax Global Alpha (AGA) trust in a deal worth £794.5m. While takeovers are not unusual in the wider investment trust market, this marked the first time a listed private equity […]
Investment trust insider on Merchants Trust – James Carthew: Has Merchants Trust gone off track? Merchants has started to derate as performance trails way behind fellow value-focused UK income trust Temple Bar. I have been writing the column for quite a few years now but there are still a few trusts that I have not […]
By Patrick Sanders, Reporter, Trustnet, 15 August 2025: Investors should consider pairing their global equity trackers with private equity, renewables, global small caps or fixed income strategies, according to Matthew Read, senior analyst at QuotedData. Despite a heightened volatility in global markets this year, trackers have remained some of the most popular funds among investors, […]
By Emmy Hawker, Senior reporter, Trustnet, 14 August 2025: With UK inflation hovering at 3.6%, investors face the ongoing challenge of chasing returns that don’t only grow their wealth but outpace the rising cost of living. Following the Bank of England’s decision to cut interest rates from 4.25% to 4%, money-market-funds and cash returns will […]
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, […]
