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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

HydrogenOne Capital Growth

22 April 2024

Hydrogen options maturing.

Ecofin Global Utilities and Infrastructure

19 April 2024

QuotedData's Weekly News & Interview

CC Japan Income & Growth Trust

18 April 2024

CCJI's differentiated investment approach has led to sector-leading performance.

JPMorgan Japan Small Cap Growth & Income

18 April 2024

JSGI offers exposure to exciting growth companies in Japan.

Jupiter Green

16 April 2024

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

Pretty, pretty, pretty good

17 August 2024

Do investment trusts really protect capital and income against inflation? Lets take a look...

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.

David Stevenson: Ship funds are sturdy vessels in the alt-income fleet

23 April 2024

The UK stock market is badly mispricing Tufton Oceanic and Taylor Maritime, notwithstanding the global economic uncertainty.

Stifel upgrades bid ‘target’ Gresham House Energy Storage

23 April 2024

Battery fund jumps 5% after analyst Sachin Saggar lifts stock to ‘positive’ from ‘neutral’, saying the shares trade below the replacement cost of its storage systems.

Temple Bar’s manager speaks out against Royal Mail bid

23 April 2024

Ian Lance, co-manager of Temple Bar, had this to say: We note the statement from the Board of IDS confirming that on 9 April 2024 it received a preliminary and conditional non-binding proposal from EP Group regarding a possible cash offer for the entire issued and to be issued share capital of International Distribution Services […]

RM Infrastructure Income making steady progress on wind down

23 April 2024

RM Infrastructure Income (RMII) has released its annual results for the year end 31 December 2023. Earlier in the year, it was announced that the company would be facilitating a managed wind down due to a stubborn discount and falling scale. At 31 December 2023 the NAV total return for the year was 3.16% and […]

QuotedData’s morning briefing 23 April 2024 – DGN

23 April 2024

In QuotedData’s morning briefing 23 April 2024: Asia Dragon Trust (DGN) announced its interim results for the six months to 29 February 2024. The company’s NAV total return increased by 1.5% over the period, underperforming the MSCI All-Country Asia ex Japan Index benchmark, which delivered a 3.7% increase. The share price total return was 2%, […]

Portfolio Update

23/04/2024 - 10:30

F&C Investment Trust PLC

Holding(s) in Company

23/04/2024 - 10:30

Asian Energy Impact Trust PLC

Form 8.5 (EPT/NON-RI) Tritax Big Box REIT PLC

23/04/2024 - 10:30

Jefferies International Limited.

Holding(s) in Company

23/04/2024 - 09:50

Ashoka India Equity Investment Tst

Kepler Trust Intelligence: New Research

23/04/2024 - 08:10

JPMorgan Global Emerging Mkts I.T.

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Screener

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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

HydrogenOne Capital Growth

Ecofin Global Utilities and Infrastructure

CC Japan Income & Growth Trust

JPMorgan Japan Small Cap Growth & Income

Jupiter Green

Pretty, pretty, pretty good

Micro-managing

Seoul searching

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

Listed private equity – Performing a balancing act

David Stevenson: Ship funds are sturdy vessels in the alt-income fleet

Stifel upgrades bid ‘target’ Gresham House Energy Storage

Temple Bar’s manager speaks out against Royal Mail bid

RM Infrastructure Income making steady progress on wind down

QuotedData’s morning briefing 23 April 2024 – DGN

Portfolio Update

Holding(s) in Company

Form 8.5 (EPT/NON-RI) Tritax Big Box REIT PLC

Holding(s) in Company

Kepler Trust Intelligence: New Research

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