Janus Henderson has launched a US equity ETF with a total expense ratio (TER) of 0%, entering the increasingly competitive market for low-cost passive investment products. The Janus Henderson US Large Cap Equity Core UCITS ETF (J501) listed on the London Stock Exchange on 9 October and tracks the Solactive GBS United States 500 Index, […]

Schroder Oriental Income Fund (SOI) has been shortlisted in the Best country / regional / emerging category of QuotedData’s 2026 Investors’ Choice Awards. With voting now underway, we take a closer look at what makes this Asian equity income trust stand out and why it might deserve your vote. Asia is home to some of […]

Interview with Brown Advisory, EdgePoint and Sands In our latest edition of The Big Question, Mick Dillon, Tye Bousada and Danielle Menichella delve further into the realm of AI to discuss where AI disruption is likely to emerge, which industries could be the biggest winners and losers, and whether the market is getting the AI […]

Caution towards the surge in technology stocks by the managers of Fidelity Asian Values (FAS) saw the £377m Asia Pacific smaller companies investment trust underperform in the year to 31 July. Although Fidelity’s Nitin Bajaj and Ajinkya Dhavale did very well holding Taiwanese chip giant TSMC as their  biggest position, a decision to underweight tech […]

JPMorgan UK Small Cap Growth & Income (JUGI) has reported a year of underperformance ahead of its merger with Aberdeen UK Smaller Companies Growth (AUSC). A lack of mining stocks and the AI sell-off in software stocks were the main factors in the £419m investment trust’s 7.2% investment return lagging the 9.8% gain in the […]

Finsbury Growth & Income (FGT), the underperforming UK equity income trust run by Nick Train, had a “challenging” September with net asset value (NAV) and the share price falling 7.9% and 7.8% against a 1.9% decline in the FTSE All-Share index. Despite that, both NAV and shares outperformed in the third quarter with respective gains […]

European investors have poured $12.3bn into unhedged Japanese equity ETFs so far this year, signalling a striking shift in attitudes towards the yen as demand for exposure to Japan’s stock market accelerates. The figure represents 82% of the $14.9bn in net inflows recorded by Japan-focused UCITS ETFs during the eight months to the end of […]

Updated with comments from fund manager Mark Boggett. Seraphim Space (SSIT) has declared 2025/26 a “watershed” year after the portfolio of mostly private space technology companies more than doubled with a 39.7% gain in the fourth quarter rounding off an exceptional 12 months. Annual results show net asset value (NAV) per share increased by 102.9% […]

Mercantile (MRC), the £1.7bn UK mid-cap investment trust run by JP Morgan, is parting company with Anthony Lynch, its co-manager for 14 years. Lynch will step down at the end of the month to take up “new responsibilities” at JPMorgan Asset Management. Manasij (“Manny”) Hajra, co-manager of the JPM UK Equity Growth open-ended fund, will […]

Workspace Group (WKP), the flexible office provider that in July beat off an attempt by activist Saba Capital to replace its board, says the additional £100m of disposals it identified in its defence strategy will not be achieved by its original timetable of March 2027. Charlie Green, the chief executive appointed eight months ago, said […]

Systematic investment strategies are attracting almost twice as much money as traditional discretionary stock pickers in Europe’s rapidly expanding active equity ETF market, according to new figures from Morningstar. Systematic active equity ETFs attracted €12bn of net inflows during the first nine months of 2026, compared with €6.7bn for discretionary strategies. Systematic funds use quantitative […]

Octopus Renewables Infrastructure (ORIT) has committed £34.6m to the purchase and construction of a solar park in West Yorkshire as the 10%-yielder looks for growth investments to boost its annual returns under last year’s five-year plan. Bought from OnPath Energy, a leading onshore solar developer, the 55 MWp Barnsdale Solar Park is expected to generate […]

A trading update from Schroder Real Estate (SREI) shows the real estate investment trust has completed nine new lettings over the past two months as its joint acquisition of Picton Property completed. Although SREI will not comment in detail on the impact of the £404m all-share bid with LondonMetric (LMP) that completed on 11 September […]

Vietnam Holding (VNH), the £60m investment company managed by Dynam Capital, saw 14.7% of its shares tendered in its third annual redemption facility. Shareholders who sold will receive 371.45p per share with payments expected to be made around 21 October. This will leave the company with 15.7m shares in issue with a further 1.1m held […]

Scottish Oriental Smaller Companies (SST) has scrapped plans for a 25% tender offer and launched a strategic review that could see it merge with a rival. Following consultation with some of its largest shareholders, the biggest of which is discount hunter City of London Investment Management with a 17% stake, the £315m Asia small-cap trust […]