Saba requisitions Gore Street Energy Storage for AGM votes on the future of the battery fund
Gore Street Energy Storage (GSF), the £235m battery fund that shocked investors with a 27% fall in net asset value in its annual results this month, h...
Alliance Witan starts “structured review” of investment strategy after multi-manager trust falls behind AI rally
The market’s concentration around artificial intelligence (AI) stocks continues to challenge Alliance Witan (ALW). Extending a trend from the previous...
LondonMetric and Schroder Real Estate finalise their £404m all-share bid for Picton Property
LondonMetric (LMP) and Schroder Real Estate (SREI) have finalised their recommended all-share bid for Picton Property Income (PCTN). As announced in t...
Morning briefing: 58% of EOT shares choose to roll over to JEGI; gas glut helps knock 3% off TRIG; JARA to liquidate
European Opportunities Trust (EOT) has issued an update on the vote on Tuesday when shareholders approved its wind-down. This reveals 58% of shares in...
SAINTS on track for 53rd annual dividend increase
Investment trust Scottish American (LON:SAIN) underperformed its benchmark in the first half to June. Known as ‘SAINTS’, the global equity income fund...
Ruffer leans into underestimated China as US exceptionalism wanes
Its concerns over waning US exceptionalism have been reinforced this year as it continues to diversify towards Chinese tech underdogs.
Sequoia pushes beyond Western limit with Asia Pacific expansion
Sequoia Economic Infrastructure Income can now invest 30% of its portfolio into the region − a ‘natural area of interest' for its managers.
Henderson Smaller Companies “encouraged” as new managers’ stock picks and share buybacks push trust past its index
Henderson Smaller Companies (HSL) has narrowly outperformed its stock market benchmark for the first time in five years under new lead manager Indri v...
Morning briefing: Hammerson lifts guidance after buying half of Manchester Arndale; Oakley Capital Investments says share price fall “unjustified”; Greencoat UK Wind cashes in on high power prices; “robust earnings” drive SAINTS; plus AGVI
Hammerson (HMSO), the £2bn UK real estate investment trust, has launched a £190m share issue to fund the £218m acquisition of a 50% stake in the Manch...
Oakley Capital keeps compounding through the noise
OCI posts 6% NAV growth in H1 as portfolio earnings drive value; share price lags market but long-term compounding remains strong.
Mobius bounces back after slashing AI software exposure
The £114m emerging markets trust turned around its dire 2025 performance by cutting companies exposed to artificial intelligence distruption.
Activist City of London buys stake in JPMorgan UK Small Cap
The 5.4% position may have been purchased from Leeds-based Border to Coast Pensions Partnership.
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