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Latest news & insights

Bringing together the latest news, research and insights about investment trusts from the AIC and other organisations. (Got a question? Contact us.)

India’s general election

9 April 2024

Will more of the same be good for markets?

VCT fundraising is third highest on record

8 April 2024

VCTs raise £882 million in 2023/24 tax year to invest in fast-growing companies.

Which government was best for UK investment trusts?

2 April 2024

The Association of Investment Companies (AIC) has released data on the performance of UK-focused investment trusts in each parliament since 1987.

Eight investment trusts join the next generation of dividend heroes

19 March 2024

33 investment trusts have raised dividends for 10 to 19 consecutive years.

Biotechnology & Healthcare: a sector on the mend?

18 March 2024

What’s the prognosis for biotech and healthcare companies? How will the US election impact the sector, and could we see a recovery later this year?

Go smaller for income

12 April 2024

Trusts investing in smaller companies could be worth a look for income investors, says David Prosser.

Meet the manager: Simon King

11 April 2024

Fund Manager of Octopus Future Generations VCT.

Investment Trust Update | April 2024

In this Investment Trust Update, our host Rory Palmer discusses Pantheon Infrastructure Trust's impressive NAV growth, Elliott Investment Management's 5% stake in Scottis...

Adding to the size of the cake

9 April 2024

David Prosser on whether share issues could be a cause for optimism.

Buyback bonanza

5 April 2024

Cherry Reynard analyses the buyback boom.

Watch more videos Read more articles

Tetragon Financial Group

16 April 2024

FY23 growth driven by idiosyncratic factors.

Jupiter Green

16 April 2024

JGC's recovery is gathering momentum, but the discount has yet to react.

Murray Income

15 April 2024

Delivering income and capital growth.

abrdn Asian Income Fund

15 April 2024

All looking good in terms of income and growth.

JPMorgan Global Core Real Assets

12 April 2024

QuotedData's Weekly News & Interview.

Micro-managing

11 April 2024

What opportunities exist in the smallest part of the UK market?

Seoul searching

28 March 2024

South Korea is looking to to tackle its ‘discount’ versus other Asian countries by introducing governance reforms, very similar to Japan's.

Investment company liquidity – steady as she goes, but could be better

19 March 2024

A review of investment company liquidity in London since 2016.

Listed private equity – Performing a balancing act

6 March 2024

UK-listed private equity investment companies maintained strong NAV total returns (TR) over the last five and 10 years of c 14% per year on average, despite recent monetary tightening and other macro headwinds.

Range anxiety

7 February 2024

We look at what context we can gain from ten years of discount analysis.

AJ Bell’s fair value assessment of Bluefield Solar misses the mark

17 April 2024

We assess the report from 360 Fund Insight that prevented private investors from buying Bluefield Solar Income on AJ Bell and find it wanting.

Impax Environmental stands by Tesla snub as returns run out of charge

17 April 2024

While the EV maker could have driven better performance in 2023, Impax fund managers view its governance as 'inadequate' and prefer smaller companies on the right side of climate change.

‘Staggering’ Nvidia: We bought early, sold early!

17 April 2024

Stephen Anness, manager of Invesco Select Trust’s global equity income portfolio, relates how he bought the AI chip-maker at its 2022 low, saw its shares double and moved on.

Leasing market back as Urban Logistics REIT reports 23% uplifts in rents

17 April 2024

Urban Logistics REIT reported an average rental uplift of 23% on leases signed in the first quarter of this year as occupational activity returns. The company completed three new lettings (including one at a vacant asset) and three rent reviews in the period, covering 374,000 sq ft of space. This totalled £1.3m in new annualised […]

NB Global Monthly Income Fund distributes over 90% of assets

17 April 2024

NB Global Monthly Income Fund (NBMI) has announced its annual report for the year ended 31 December 2023. For the year, the NAV total return on ordinary shares was 5.86%, during the same period the total share price return was 7.14%. The company has been in managed wind down since January 2023. Over this period, […]

Transaction in Own Shares

17/04/2024 - 19:20

BioPharma Credit PLC

Transaction in Own Shares

17/04/2024 - 19:10

Smithson Investment Trust PLC

BlackRock Sustainable American Income Trust Plc - Portfolio Update

17/04/2024 - 18:10

BlackRock Sustainable American Income

BlackRock Income and Growth Investment Trust Plc - Transaction in Own Shares

17/04/2024 - 18:10

BlackRock Income & Growth

BlackRock Throgmorton Trust Plc - Transaction in Own Shares

17/04/2024 - 18:00

BlackRock Throgmorton Trust

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Research tools

Compare companies

Screener

Income finder

My alerts

Latest news & insights

India’s general election

VCT fundraising is third highest on record

Which government was best for UK investment trusts?

Eight investment trusts join the next generation of dividend heroes

Biotechnology & Healthcare: a sector on the mend?

Go smaller for income

Meet the manager: Simon King

Investment Trust Update | April 2024

Adding to the size of the cake

Buyback bonanza

Tetragon Financial Group

Jupiter Green

Murray Income

abrdn Asian Income Fund

JPMorgan Global Core Real Assets

Micro-managing

Seoul searching

Investment company liquidity – steady as she goes, but could be better

Listed private equity – Performing a balancing act

Range anxiety

AJ Bell’s fair value assessment of Bluefield Solar misses the mark

Impax Environmental stands by Tesla snub as returns run out of charge

‘Staggering’ Nvidia: We bought early, sold early!

Leasing market back as Urban Logistics REIT reports 23% uplifts in rents

NB Global Monthly Income Fund distributes over 90% of assets

Transaction in Own Shares

Transaction in Own Shares

BlackRock Sustainable American Income Trust Plc - Portfolio Update

BlackRock Income and Growth Investment Trust Plc - Transaction in Own Shares

BlackRock Throgmorton Trust Plc - Transaction in Own Shares

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