Baillie Gifford US Growth: Don’t judge us until the five-year mark
The once top-performing US investment trust lags the S&P 500 index since launch after a painful two-year crash but its managers want time for their strategy to revive.
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James Carthew: Case for green hydrogen grows
HydrogenOne Capital Growth, the only specialist hydrogen investment trust launched so far, has had a rocky time but developments in the energy sector suggest other funds may follow.
Good news comes in threes as RTW Venture jumps 9.4% in December
Two successful clinical trials and a takeover of one portfolio company by AstraZeneca brought a difficult 2022 to a happy conclusion leaving RTW managers cautiously optimistic.
Civitas rents on track despite My Space hiccup
Civitas Social Housing distances itself from suspended Home Reit, saying its rents continue to grow despite tenant My Space failing to pay rents in recent months.
SHIP fund hopes China reopening will put wind in its 7%-yielding sails
Tufton Oceanic Assets (SHIP) hopes to benefit from China's reopening and increased shipping to refineries in Asia and the Middle East to bounce back from a drop in asset value at the end of last year.
Energy crisis powers leap in renewable dividends
Investors in Octopus Renewables Infrastructure and Greencoat UK Wind have enjoyed a large boost to income as soaring gas and electricity bills spark a rush for renewables.
CVC Income & Growth hikes dividends by 66%, flags more to come
Floating rate debt fund lifts its quarterly dividend by 1p to 2.5p per share, more than double the payout two years ago, as interest rates take the portfolio's underlying yield to 13%.
‘Gravity’ hit expensive Smithson with 30.5% fall
Smithson fund manager Simon Barnard rules out changing his quality growth style after a punishing 2022. Premium tonic maker Fevertree may be up for review, though.
‘Gravity’ pulls expensive Smithson to a 30.5% fall
Portfolio manager Simon Barnard rules out changing his quality growth style after a punishing 2022, but premium tonic maker Fevertree may be up for review.
Brevan Howard looks to raise £950m in bumper BH Macro share issue
BH Macro, the London-listed gateway to hedge fund manager Brevan Howard’s Master fund in the Caymans, lines up big share issue after three years of strong performance in volatile markets.
TR Property: Don’t let 2022’s slump fool you, real estate is reviving
The fog of uncertainty is clearing around real estate investment trusts after last year’s selloff, says TR Property's Marcus Phayre-Mudge, who tells Gavin Lumsden where he is finding good value in a sector trailing on an average 27% below asset value.
FTSE rises as 3i Group shows private equity can grow in a downturn
Private equity giant leads the FTSE 100 higher after a strong third-quarter performance. Scottish Mortgage buoyed by good Tesla results that raise Wall Street hopes.
