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Murray Income off to a good start under Artemis

Murray Income’s results for the 12 months ended 30 June 2026 were not great – a NAV return of 15.1% compared to a benchmark return of 21.9%. However, since the appointment of Artemis as the manager in March 2026 and its rejig of the portfolio, the NAV and share price are up 9.1% and 11.5%, […]

Aquila European Renewables problems multiply as row rumbles on

Aquila European Renewables (AERI) says its end June NAV was €0.386, down from €0.567 at the end of December 2025. €0.1439 of that fall relates to the capital return to shareholders that was made earlier this year. There is no dividend for Q2 2026, partly because of problems getting cash out of AERI’s subsidiaries (see […]

Morning briefing: Paul Pindar steps down as BOOK chair, Glenstone has over 50% of AIRE, Henderson High has a new deputy manager, plus HOME and ESO

Literacy Capital (BOOK) is moving to the main market with effect from 11 September 2026. To comply with the listing rules – which require that the chairman of the company is independent – Paul Pindar is stepping down as chair, but will stay on as a non-independent non-executive director. Dawn Marriott, who joined the board […]

Morning briefing: Fidelity European’s Sam Morse to retire next year, Partners Private Equity ups exit opportunity to 40%, plus RGL and ONWD

Sam Morse, who has been managing Fidelity European since 2011, has said that he intends to retire next year. Ahead of that, Alexander Laing will work alongside Sam and existing co-manager Marcel Stötzel, to ensure a smooth transition. The trust’s half-year returns (covering the first six months of 2026) lagged its benchmark, returning 6.4% in […]

ARK genomics UCITS ETF jumps 27% in a month as annual gain nears 100%

ARK funds dominated the active ETF monthly performance leaderboard for August, with ARK Genomic Revolution UCITS ETF returning 27.0% over the month, taking its rolling one year return to 98.0%. This monthly gain exceeded the 22.4% return from ARK Innovation UCITS ETF and the 9.8% rise in ARK Artificial Intelligence & Robotics UCITS ETF. Managed […]

Rights and Issues reviewing management options after Jupiter manager departures

Rights and Issues Investment Trust (RIII) is reviewing the future management of its portfolio after Jupiter Asset Management announced that the trust’s two investment managers, Matt Cable and Tim Service, will leave the firm in early 2027. The board of the £110m-plus UK smaller companies trust said on Monday that, in light of the changes, […]

Morning briefing: AIRE agrees to extend offer by one week; Grainger on track to grow earnings by 35% by 2029; and AIE to redeem 5.5% of its share capital

Alternative Income REIT (AIRE) has agreed to extend the deadline for acceptances of Glenstone REIT’s cash offer after Glenstone indicated that it was close to satisfying the offer’s acceptance condition. However, AIRE’s board has stressed that this extension does not alter its view that the bid materially undervalues AIRE and is unanimously recommending that shareholders […]

Trust Spot: Dollar “debasement” fuels 20%-34% gains in top mining funds; SpaceX rebound lifts Baillie Gifford trusts

August was a glittering month for mining investment companies as geopolitical turmoil and concerns about the “debasement” of the US dollar saw gold rally 10% while industrial metals continued to enjoy booming demand from the worldwide rollout of artificial intelligence and the transition to clean energy. As a result, four of the five biggest investment […]

Scottish Mortgage Digital Conference

Wednesday 23 September 2026, 11:00–12:30 (UK) Register now – Scottish Mortgage Digital Conference 2026 Join Scottish Mortgage for 90 minutes of portfolio insight and discussion on AI, China and the ideas shaping the next decade. Scottish Mortgage managers Tom Slater and Lawrence Burns will be joined by mathematician and broadcaster Professor Hannah Fry, Wharton Professor […]

Is Unite failing the grade, or has it been marked down too far?

September is normally a good month to be a student accommodation landlord. Students return to university, rents start flowing and halls fill up. Yet for Unite Group (UTG), one of the UK’s largest student accommodation providers, the start of the new academic year comes with a rather less welcome arrival: activist investor Saba Capital. Saba […]

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