by Holly McKechnie, Investors Chronicle, July 1, 2025: For the first time in a long time, there is some positive news on the investment trust discount front. Over the past three months, the average investment trust discount has started to narrow, having reached new highs in April following the tariff turmoil. Analysts are hopeful that […]
By Patrick Sanders, Reporter, Trustnet, 25 June 2025: The number of investment trusts on the market has dropped by almost a fifth over the past three years, according to AJ Bell. The platform’s analysis of data from the Association of Investment Companies (AIC) found 279 trusts were listed on the London market at the end […]
Christian Mayes, Portfolio Adviser, 25 June 2025: Tritax Big Box REIT has usurped Blackstone’s offer for Warehouse REIT by making its own bid for the investment trust. In a stock exchange announcement this morning, Tritax Big Box announced a 111p per share bid for Warehouse REIT, higher than the 109p offer Blackstone made, which it […]
by Cherry Reynard from interactive investor, 23rd June 2025: Market volatility can feel pretty grim while it is happening, but for those who keep their nerve, it can be a valuable moment to do a spot of bargain hunting. However, as recent market moves have demonstrated, the bargain hunter has to be quick off the […]
This trust buys shares that can double in a day or be wiped out. The risk could be worth it From inception to reality, this trust funds life-saving developments Back in January 2024, this column recommended that readers consider a small investment in RTW Biotech Opportunities. Questor will readily admit that, despite the apparent bargain […]
Christian Mayes, Portfolio Adviser, 19 June 2025: The Henderson European Trust is set to merge into Fidelity European after the two boards agreed heads of terms over a possible combination. If approved by shareholders, the enlarged trust would hold net assets of over £2.1bn. Henderson European shareholders will have the option to rollover into Fidelity […]
By Emmy Hawker, Senior reporter, Trustnet, 19 June 2025: Henderson European Trust is set to merge with Fidelity European Trust, creating an enlarged trust with £2.1bn in net assets that will be managed by Fidelity’s existing team of Sam Morse and Marcel Stötzel. The deal will take place through a Section 110 scheme, with Henderson […]
By David Batchelor, QuotedData, 17 June 2025: It would be putting it mildly to describe as ‘unhelpful’ the backdrop of the past few years for sustainable investing – that is, investing focused on companies providing solutions to the 21st century’s environmental challenges. From late 2021, markets focused foursquare on the risk of inflation, a fixation […]
Lotte Edwards, Citywire Investment Trust Insider, 17 June 2025: The results of a tender offer at Polar Capital Global Financials (PCFT) are out, revealing close to half the share capital elected to sell out at net asset value (NAV) less costs. An update from the trust today specified that 133m shares were tendered, equalling 44% […]
Christian Mayes, Portfolio Adviser, 17 June 2025: Polar Capital Global Financials has retained almost 60% of its issued share capital following the completion of a tender offer. Overall, 43.83% of shares in the trust were tendered. Polar Capital Global Financials offers shareholders the chance to exit through a tender offer every five years. “Retaining close […]
