Investment Trusts


Civitas Social Housing NAV Dips 1% As Share Price Falls A 'disappointing' 16.5%

Markets - Published date: .

The net asset value of the £486m Civitas Social Housing REIT decreased 1% in the year to March 2023, while negative i... Read more

'Fighting A Losing Battle'

Markets - Published date: .

This is one way to sum up the broken business model of Home REIT. Read more

AIC Unveils Listed PE Benchmarks With LPX AG Partnership

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The Association of Investment Companies has collaborated with LPX AG to provide a suite of benchmarks for its listed P... Read more

Industrials REIT Shareholders Approve Blackstone Acquisition

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

Civitas Social Housing Trust Sees 4% NAV Rise

Markets - Published date: .

Civitas Social Housing trust reported a 4.1% increase in its net asset value for the six months to the end of Septembe... Read more

REITs Present A 'long-term Buying Opportunity' Despite Inflation Pressures

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Real estate investment trusts have failed to provide the inflation protection that markets expected this year as risin... Read more

Property Fund Raises Red Flags At Royal London

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Royal London Property fund has received a red rating for performance issues in the firm’s recent Assessment of Value... Read more

Abrdn's Gauld Weighs Tilt Towards Value-oriented Sectors Amid Market Rotation

Markets - Published date: .

The manager of the £1.1bn abrdn Private Equity Opportunities is rebalancing the trust’s sector allocations from a h... Read more

Ruffer Cuts Equities To All-time Lows As 'financial Repression' Settles In

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Ruffer Investment Company’s share price total return for 2022 has fallen 13.9 percentage points since this time last... Read more

Deep Dive: Alternatives Offer Diversification As Stocks And Bonds Fall In Lockstep

Markets - Published date: .

For the first time in over a decade, listed stocks and bonds are positively correlated. Combined with geopolitical ten... Read more

Music Royalty Ruling May Provide One-off Income Boost For Hipgnosis

Markets - Published date: .

Hipgnosis Songs, the £2.1bn music royalty trust, will receive withheld streaming revenues thanks to a decision by the... Read more

Gresham House Energy Storage Trust Looks To International Markets

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The £490.6m Gresham House Energy Storage trust is seeking approval to change its investment policy including to allow... Read more

Deep Dive: Volatility Presents Opportunities In Private Equity

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Nick Wood, head of fund research at Quilter Cheviot, dives into private markets Read more

Deep Dive: Investors Should Allocate To Private Markets

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Vincent Ropers, a portfolio manager at Wise Funds, dives into private markets. Read more

Buffett's Berkshire Hathaway Profits Increase 45% Despite Near-record Cash Pile

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‘Sage of Omaha’ Warren Buffett’s $173bn Berkshire Hathaway saw operating profits of $7.3bn during the final thre... Read more

Gravis Capital Management Looks To IPO Co-Living REIT

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Gravis Capital Management has announced plans to list a new investment trust, GCP Co-Living REIT, on the specialist fu... Read more

James Henderson: Woodford's Fire Sale Is Creating The 'perfect Storm' For Buyers

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The sale of stock by Neil Woodford's stable of funds is creating opportunities to buy interesting companies at depress... Read more

Trust Buyers Split On Woodford Patient Capital

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Trust buyers continuing to back Neil Woodford's investment process are eyeing Woodford Patient Capital's share price fo... Read more

Woodford Saga Will Have 'ramifications For Active Management Industry'

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The highly-publicised suspension of Neil Woodford's flagship LF Woodford Equity Income fund has significantly damaged t... Read more