NextEnergy Solar strategic review in focus as value drops

The UK solar infrastructure fund needs to find a buyer, according to analysts, following a disappointing quarterly update.

NextEnergy Solar says strategic review “progressing well” as asset value falls 4.4%

NextEnergy Solar (NESF), the 17%-yielding renewables fund on a 40% share price discount, is to update investors on its strategic review on 11 March.  ...

Morning briefing: FTSE rallies as UK inflation falls to 3%; Anthropic bigger threat to AI rivals than RELX, says Lindsell Train; AVI Global exits best investment Aker; plus DGI9, WINV, LMS

UK inflation dropped to 3% in January, its lowest level since last March, according to the Office for National Statistics. Growth in the consumer pric...

Active ETFs gather $4.2bn in January to add to their record $1.9trn in 2025

Actively managed exchange-traded funds have got off to a strong start in 2026 after their record-breaking 2025, attracting $4.24bn (£3.13bn) in net in...

European Opps dismisses 'absurd' AI fears as it sinks further into the red

European Opportunities, which launched a strategic review last week, racked up another period of poor performance ahead of a continuation vote later this year.

Sirius hones in on defence assets after oversubscribed raise

Sirius Real Estate has raised £77m in an oversubscribed capital raise and will use the cash to buy two German defence-related assets.

Darwall dismisses “scant” evidence for “absurd” AI fears that helped push European Opportunities into a strategic review 

European Opportunities Trust’s (EOT) underperformance in the half-year to November may have been what tipped the board into announcing a strategic rev...

Sirius Real Estate draws in £77m from quick over-subscribed fund raise for defence investments in Germany

Sirius Real Estate (SRE) took in £77m from investors yesterday in an accelerated fund raise to complete the €130m (£113m) acquisition of two defence-r...

Morning briefing: Valhalla lifts HgCapital stake to 5.4%; ASLI wannabe manager DL Invest flags Poland gateway before Friday vote; CORD manager buys more “mispriced” shares; plus ANIC

HgCapital Trust’s (HGT) newest shareholder, Valhalla Ventures, has raised its stake for a second time, lifting its position in the private equity fund...

Trust round-up: Diverse Income, Brunner, Syncona, Bellevue, BIPS

We summarise news from five trusts, including full-year results, manager changes, and a rare fundraise.

Seraphim NAV rockets 24% as space-tech stars align

Seraphim Space’s has enjoyed a bumper NAV gain as the scramble to increase defence continues.

Custodian swoops on £36m family property portfolio

Custodian Property Income acquires £36m London‑area family portfolio, boosting income and scale through share-and-cash deal.