Liontrust’s de Uphaugh and Sattar: Narrowing of UK equity discount is only just beginning
EDIN managers discuss seeking opportunities in an unloved market, and what Sattar taking sole reins of the portfolio will mean for investors
Investment Trusts
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GABI to kick-off strategic review after merger flop
A wind down is one option on the table
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Hipgnosis Song fund offloads 20,000 songs from portfolio
Sale made at 14.2% discount
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Abrdn invests more than £30m in shares of its own investment companies
Amount is equivalent to six months’ worth of management fees
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VinaCapital Vietnam Opportunity trust endures continuation revolt
Second largest shareholder voted to discontinue
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Lindsell Train Investment trust drops 3.6% in NAV as it maintains ‘consistent’ investment approach
Results come as share prices of consumer franchises fall
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The AIC: Private equity sector sees highest returns of the year
3i Group was the best-performing investment company of 2023 to the end of November
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The AIC: IT-focused investment companies and UK trusts tipped to be top performers in 2024
AIC takes poll of investment trust managers for 2024
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Picton Property Income merger off after major shareholder rejects deal
Trust’s board was in talks with UK Commercial Property Reit over a potential combination
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Tech funds tops returns in ‘risk-takers’ November
Growth strategies, including Baillie Gifford American, enjoyed a strong month for returns
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The ‘gruffalo’ in the room?: FCA releases interim measures to protect trusts from cost disclosure regulation
Regulators acknowledges that requirements ‘may not result in representative cost information being published’ for investment companies
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Indonesia throws off ‘Fragile Five’ tag
Indonesia is starting down an exciting economic development path so its companies should enjoy a natural tailwind, argues Emily Fletcher