Investment Trust


Monks Laments 'bruising' Underperformance Period As Managers Reposition Portfolio

Markets - Published date: .

The Monks investment trust has lamented a “bruising period” of underperformance, as the managers seek to repositio... Read more

AVI To Launch UCITS Versions Of Global And Japan Opportunity Investment Trusts

Markets - Published date: .

Asset Value Investors is set to launch UCITS versions of its Global and Japanese equity strategies in the first quarte... Read more

Hipgnosis Music Limited Takes SONG And Mercuriadis To High Court

Markets - Published date: .

Merck Mercuriadis, founder of Hipgnosis Songs Fund (SONG), SONG’s investment adviser, and SONG itself have been serv... Read more

US Solar Fund Appoints Manager After Shareholders Pass New Investment Policy

Markets - Published date: .

The US Solar Fund has appointed Amber Infrastructure Investment Advisor as its new investment manager, after sharehold... Read more

Baillie Gifford European Growth Lags Benchmark As Core Holding Sells Off

Markets - Published date: .

The Baillie Gifford European Growth trust has significantly underperformed its benchmark over the last year, according... Read more

AIC Sets Out Proposals To Address Investment Trust Cost Disclosure Concerns

Markets - Published date: .

The Association of Investment Companies has put forward a proposal to address concerns about the current investment tr... Read more

European Opportunities Passes Continuation Vote In Face Of Shareholder Opposition

Markets - Published date: .

The embattled European Opportunities trust has successfully passed its continuation vote at its annual general meeting... Read more

Asia Dragon Assets Swell By Over £200m Following Abrdn New Dawn Merger

Markets - Published date: .

Asia Dragon (DGN) trust has seen its total assets grow by £214.7m following its merger with abrdn New Dawn (ABD). Read more

Digital 9 Infrastructure Weighs Divestment From Crown Jewel Verne Global

Markets - Published date: .

The board of Digital 9 Infrastructure (DGI9) is considering divesting its entire stake in Verne Global, following a sh... Read more

Abrdn Asia Focus Manager Hugh Young To Retire After 43 Years

Markets - Published date: .

The manager of the abrdn Asia Focus (AAS) trust, Hugh Young, is set to retire at the end of this year, with analysts n... Read more

Octopus Titan VCT Embarks On £200m Fundraise

Markets - Published date: .

The Octopus Titan VCT has opened a £200m fundraise, targeting £125m initially and £75m allocated for overallotment.... Read more

Hipgnosis Songs Chair Andrew Sutch To Step Down As Managers Given Ultimatum

Markets - Published date: .

Hipgnosis Songs (SONG) chair Andrew Sutch is set to step down as chair and member of the board, as the investment mana... Read more

Home REIT Proposes Investment Policy Overhaul As Rent Collection Falls To 7%

Markets - Published date: .

Home REIT has scheduled a general meeting for 21 August 2023 in order to allow shareholders to vote on a raft of chang... Read more

Industrials REIT Shareholders Approve Blackstone Acquisition

Markets - Published date: .

The shareholders of Industrials REIT have approved the acquisition of the trust by Blackstone’s Bidco. Read more

Private Equity Trusts Under Threat As Discounts Continue To Widen

Markets - Published date: .

Private equity trusts could be facing a wave of takeovers from hostile investors as their average discount to NAV has ... Read more

Liontrust Slams Home REIT Over 'serious Shortcomings' And Weighs Investor Action

Markets - Published date: .

Liontrust Asset Management, one of the largest shareholders of the embattled Home REIT investment trust, has slammed t... Read more

Tata Power Considering A $473-million IPO For Its Renewable Energy Unit

Banking - Published date: .

The power company is said to have abandoned earlier plans to seek a partner to invest in its green assets via an investm... Read more

Woodford Confident Changing Investment Backdrop Will Bolster Poorly-performing Funds

Markets - Published date: .

Neil Woodford has outlined normalising valuations and improving fundamentals in the UK as two themes he expects to unfo... Read more