Written by Nick Brind, George Barrow & Tom Dorner, co-managers of the Polar Capital Global Financials Trust.   The global economy is entering a more complex phase. Interest rates are no longer anchored near zero. Governments are deploying fiscal policy more actively. Capital investment – in infrastructure, energy security, defence and digital capacity – is rising in strategic importance.  […]

The post Financials: Positioned to benefit from a new economic cycle  appeared first on UK Investor Magazine.

Polar Capital Technology Trust (PCT) has been one of the standout performers in the technology investment trust space over the past year.   For the trust’s financial year to date, its Net Asset Value (NAV) total return of 72% and share price return of 77% has outperformed its benchmark, the Dow Jones Global Technology Index, which has returned 40% over the same period (as at 27 February 2026, all figures in Sterling terms. The […]

The post Inside Polar Capital Technology Trust’s AI maximalist investment strategy   appeared first on UK Investor Magazine.

JPMorgan India Growth & Income (JIGI) is a “high conviction ideas” portfolio of Indian equities that aims to provide capital growth from Indian investments, while also paying an enhanced dividend totalling at least 4% of the NAV as at the end of the preceding financial year. Download the presentation slides.

The post JPMorgan India Growth & Income Investor Presentation March 2026 appeared first on UK Investor Magazine.

Aberdeen New India Investment Trust PLC aims to achieving long-term capital appreciation by investing in high-quality companies based in India or those deriving significant revenue from India. The trust seeks out well-governed, world-class organisations that can deliver sustainable growth and withstand market volatility.  Download the presentation slides.

The post Aberdeen New India Investment Trust Investor Presentation March 2026 appeared first on UK Investor Magazine.

Herald Investment Trust said it is still trying to reach a deal with activist investor Saba Capital but warned it will press ahead with a full tender offer near NAV if talks fail. The board confirmed it continues to seek a “mutually agreeable solution” that would give shareholders a choice of outcome. Failing that, it […]

The post Herald Investment Trust warns of backstop tender offer appeared first on UK Investor Magazine.

Temple Bar Investment Trust, the investment trust that focuses on intrinsic value and long-term growth by investing primarily in UK-listed securities, has today announced annual results for the year ended 31 December 2025. The trust delivered a net asset value total return of 33.9% over the year, way ahead of its benchmark FTSE All-Share Index, […]

The post Temple Bar Investment Trust returns 45% in 2025 as strong stock selection drives outperformance appeared first on UK Investor Magazine.

Xin-Yao Ng, Co-Manager, Aberdeen Asia Focus  Investors pay extra fees for active management. As a result, they’re likely to feel disappointed – if not thoroughly deceived – if they find an actively managed fund conspicuously mirrors its benchmark.  The debate over how much a portfolio should differ from its underlying index in order to avoid accusations of “tracking” has been raging for years. It’s now two decades since some kind of answer first […]

The post Why direct engagement makes a difference appeared first on UK Investor Magazine.

With the end of the tax year on the horizon, Paul Angell, head of investment research at AJ Bell, has picked out eight funds and trusts suited to different risk appetites that may be worth a look during ISA season and beyond. AJ Bell’s selection covers a broad range of geographies and strategies, ranging from […]

The post Eight Funds and Trusts for ISA Season by AJ Bell appeared first on UK Investor Magazine.

On 29 January 2026, Ian Lance presented an update on Temple Bar’s progress at a webinar organised by Frostrow Capital. A recording of this presentation is available below, with Ian providing an insight into how he and co-portfolio manager Nick Purves apply their disciplined valuation-focused, active investment approach, and the outcomes it has delivered for […]

The post Temple Bar Investment Trust Investor update webinar, January 2026 appeared first on UK Investor Magazine.

Aberdeen Asia Focus PLC is a closed-end investment company listed on the London Stock Exchange. The company focuses on identifying and investing in well-managed smaller companies across Asia (excluding Japan) that they believe demonstrate strong growth potential. Download the presentation slides.

The post Aberdeen Asia Focus Investor Presentation February 2026 appeared first on UK Investor Magazine.

Vietnam Holding (VNH) invests in high-growth companies in Vietnam, focusing on domestic consumption, industrialisation and urbanisation. Launched in 2006, VNH is a closed-end fund listed on the London Stock Exchange. Download the presentation slides.

The post Vietnam Holding Investor Presentation February 2026 appeared first on UK Investor Magazine.

JPMorgan Global Growth & Income plc (JGGI) aims to provide superior total returns and outperform the MSCI All Country World Index over the long-term by investing in companies based around the world.  The manager is focused on building a high conviction portfolio of typically 50 – 90 stocks, drawing on an investment process underpinned by […]

The post JPMorgan Global Growth & Income Investor Presentation February 2026 appeared first on UK Investor Magazine.

Private investors now hold more than a quarter of all investment company shares, with their share climbing to 27%, worth £57 billion, according to a new report from the Association of Investment Companies (AIC). That’s up from 26% and £55 billion the year before, a measured but meaningful increase in the ownership of investment trusts […]

The post Private investor share of investment trust holdings increases to 27% appeared first on UK Investor Magazine.

An overwhelming majority of Franklin Global Trust (FRGT) shareholders have elected to roll their holdings into Invesco Global Equity Income Trust (IGET) under a proposed scheme of reconstruction and voluntary winding-up. The results, published on 19 February 2026, show that 96.3% of issued shares opted for the rollover. Just 3.7% chose the alternative: a full […]

The post 96% of Franklin Global Trust shareholders vote to roll into Invesco Global Equity Income Trust appeared first on UK Investor Magazine.

Xin-Yao Ng, Manager, Aberdeen Asia Focus  The Soviet Union launched Sputnik 1, the first artificial satellite, in October 1957. Rocked by the abrupt realisation that it was trailing its arch-enemy in the nascent “space race”, America was instantly plunged into panic.  Reactions were varied in their wildness but united in their pessimism. Although Sputnik I measured only 58 centimetres in diameter, one prominent […]

The post One year on from DeepSeek: China and the tech race  appeared first on UK Investor Magazine.

Jeremy Naylor is joined by Fund Manager Ben Ritchie to discuss Dunedin Income Growth’s differentiated approach to growing a stable income. The Aberdeen managed Dunedin Income Growth Investment Trust has grown or maintained its dividend for over 40 years and currently yields a benchmark-beating 6.3%. Ben provides deep insight into their thinking around core portfolio […]

The post Seeking resilient income and capital growth with Dunedin Income Growth Investment Trust  appeared first on UK Investor Magazine.

NextEnergy Solar Fund has published its unaudited Net Asset Value and operational update for the quarter ended 31 December 2025, revealing a drop in NAV per share driven by weaker power price forecasts. But changing hands at 50p on Wednesday, the solar-focused investment trust still trades at a huge discount to NAV, despite falling to […]

The post NextEnergy Solar Fund NAV falls but dividend maintained appeared first on UK Investor Magazine.

Derwent London announced the sale of a central London property today, underscoring the value in its portfolio and the health of the London office space market. Derwent London has exchanged contracts to sell 80-85 Tottenham Court Road W1 for £32.6m, securing £755 per square foot. Notably, the transaction marks a premium to the June 2025 […]

The post Derwent London sells Tottenham Court Road property at premium to book value appeared first on UK Investor Magazine.

Watch the latest manager update video featuring Thomas Moore, Manager of Aberdeen Equity Income Trust.

The post Aberdeen Equity Income Trust: Manager update video appeared first on UK Investor Magazine.

Disclaimer:  This publication is intended to be of general interest only and does not constitute legal, regulatory, tax, accounting, investment or other advice nor is it an offer to buy or sell shares in the Company (or any other investments mentioned herein).   Nothing in this publication should be construed as a personal recommendation to invest […]

The post Majedie Investments Quarterly Review: Liquid Endowment Strategy Delivering Inflation-Beating Returns appeared first on UK Investor Magazine.

As 2026 gets underway, there are some familiar patterns. The geopolitical noise that characterised 2025 is still very much in evidence. Diversification is a watchword, as investors discover that there is a world beyond US technology. Artificial Intelligence (AI) is still an important trend, that demands a response from investors. Yet the year ahead may also have some notable differences.  2025 was a […]

The post 2026: keeping calm and carrying on  appeared first on UK Investor Magazine.

British Land has agreed to acquire Life Science REIT for approximately £150 million, marking a strategic push into the Science & Technology sector as it expands its campus portfolio. Under the recommended offer, Life Science REIT shareholders will receive 14.1p in cash plus 0.07 British Land shares for each share held, valuing each share at […]

The post British Land to snap up Life Science REIT and bolster ‘Golden Triangle’ exposure appeared first on UK Investor Magazine.

By Ian Lance, co-portfolio manager Every time I visit my mother, she asks me why the stock market is doing so well when the current government appears determined to hamper the economy by raising taxes, increasing the cost of employing staff, driving up energy prices or just generally getting in the way of business by […]

The post Temple Bar: Investing through the pessimism appeared first on UK Investor Magazine.

Jupiter’s Rights and Issues Investment Trust offers investors a disciplined approach to capturing opportunities in what remains one of the world’s most unloved equity markets – the UK small and mid-cap market. Under the management of Matt Cable, the trust combines concentrated conviction investing with a long-term perspective designed to capitalise on both market inefficiencies […]

The post Jupiter Rights and Issues Investment Trust: positioned for the UK small-cap revival appeared first on UK Investor Magazine.

Watch the latest video from Finsbury Growth and Income Trust, marking its centenary.

The post Finsbury Growth & Income Trust: The Centenary of the Company appeared first on UK Investor Magazine.

Watch the latest manager update video from Jupiter Rights and Issues Investment Trust, featuring fund manager Matt Cable.

The post Rights and Issues Investment Trust PLC: Staying the course appeared first on UK Investor Magazine.

AJ Bell has selected eight funds and trusts for the year ahead, covering a range of underlying asset classes, geographies, and investor risk profiles. Paul Angell, head of investment research at AJ Bell, outlines AJ Bell’s fund and trust selections for 2026: Cautious investors: Personal Assets Trust “This is a defensively managed multi-asset investment trust […]

The post Eight funds and trusts for 2026 by AJ Bell appeared first on UK Investor Magazine.

Watch the latest manager update video from Dunedin Income Growth Investment Trust, featuring Co-Managers Ben Ritchie and Rebecca Maclean.

The post Dunedin Income Growth Investment Trust: Manager update video appeared first on UK Investor Magazine.

Oakley Capital Investments has invested in Athena Racing, the British America’s Cup team led by Olympic sailing legend Sir Ben Ainslie, through its Origin II fund. The investment follows the establishment of the America’s Cup Partnership, a new governance structure positioning the 174-year-old competition as a more commercially viable global sports property. Oakley played a […]

The post Oakley Capital backs Sir Ben Ainslie’s America’s Cup team appeared first on UK Investor Magazine.

Shares in the Vietnam Holding Investment Trust have dropped back amid a bout of profit-taking in Vietnamese stocks after a rip-roaring rally from the post-Trump tariff lows. The VN Index of Vietnamese stocks surged over 50% from lows around 1,200 in April, reaching levels above 1,750 in October and again in December. Naturally, such a […]

The post Use this pullback as an opportunity to buy Vietnam Holding appeared first on UK Investor Magazine.

Fund manager Nick Train explains why UK-listed data businesses offer compelling growth opportunities as artificial intelligence transforms entire industries After 25 years at the helm of Finsbury Growth and Income Investment Trust, Nick Train has orchestrated a portfolio transformation that now provides investors with balanced exposure to some of the UK’s leading adopters of artificial […]

The post Finsbury Growth & Income Trust: Backing Britain’s AI revolution appeared first on UK Investor Magazine.

Johnny Hughes discusses the major market shifts shaping 2025, noting that portfolios have not fully adapted to a world driven by AI innovation and rising international opportunities. He tackles the question of whether current AI enthusiasm is a bubble or a genuine productivity boom, pointing out that while private valuations look stretched, credit markets remain […]

The post M&G Investments Macro Outlook Investor Presentation December 2025 appeared first on UK Investor Magazine.

Sunny highlights investment opportunities across the Asia-Pacific region, emphasising that despite global market scepticism, particularly surrounding China, the region remains an attractive investment proposition. Sunny challenges the notion of China as “uninvestible” by noting its substantial share of global GDP, deep supply-chain integration across Asia, ongoing corporate reforms, and improving shareholder returns. It also stresses […]

The post M&G Investments Asia Pacific Investor Presentation December 2025 appeared first on UK Investor Magazine.

Aubrey Global Conviction Fund aims to achieve long term capital growth over a five year rolling period by investing at least 95% in equities and equity related securities in attractive markets and sectors on a worldwide basis. The investment policy is to invest in shares, warrants, bonds, money market instruments, cash and deposits, directly or […]

The post Aubrey Global Conviction Fund Investor Presentation December 2025 appeared first on UK Investor Magazine.

The Guinness Global Real Assets Fund is designed to provide investors with long-term capital appreciation and income by investing in listed companies that develop, construct, own, finance and operate infrastructure and real estate assets. Real assets can play a vital and hard-to-replicate role in traditional portfolios, providing defensive performance, growing income and inflation protection. They […]

The post Guinness Global Real Assets Fund Investor Presentation December 2025 appeared first on UK Investor Magazine.

Atlantic House Defined Returns Fund aims to deliver more predictable, long-term annualised returns of 7-8% in all but the bleakest market conditions. The fund aims to deliver more predictable outcomes by investing in derivatives linked to large, liquid equity indices. These derivatives are backed by investment grade sovereign and corporate bonds, predominantly UK gilts, aiming to […]

The post Atlantic House Defined Returns Fund Presentation December 2025 appeared first on UK Investor Magazine.

Isaac Thong, Lead Manager, Aberdeen Asian Income Fund  Every investment manager needs to adapt as the world changes. Recent years have seen global trading relationships redrawn, supply chains adjusted and economic power start to shift. Asia is increasingly emerging as an independent economic trading bloc, no longer reliant on Western economies for growth. We are […]

The post On the ground in Asia appeared first on UK Investor Magazine.

The team at the Aurora UK Alpha Investment Trust employs a value-investing approach to UK equities, supported by meticulous research into the interactions between its portfolio companies and their customers. Aurora’s long-term strategy and depth of research have rewarded investors with share price returns of over 16% year-to-date as the trust benefits from strong returns […]

The post Consider Aurora UK Alpha for a portfolio of high-quality UK shares at a discount appeared first on UK Investor Magazine.

Edinburgh Worldwide Investment Trust (EWIT) has announced it is in advanced discussions to merge with Baillie Gifford US Growth Trust, a move immediately rejected by Saba Capital Management, which continues to seek to seize control of the trust. All shareholders would receive a cash exit option of up to 40% of their holdings under the […]

The post Saba rejects Edinburgh Worldwide Investment Trust merger proposal appeared first on UK Investor Magazine.

Abby Glennie and Amanda Yeaman, Co-Managers of Aberdeen UK Smaller Companies Growth Trust, explore why UK small caps remain undervalued and highlight the long-term growth opportunities they see in the sector. Investors have had plenty of reasons to be pessimistic about the UK economy, but the pervasive gloom may leave them overlooking a potential source […]

The post UK Small Caps: A reality check appeared first on UK Investor Magazine.

Watch the latest manager update video with abrdn UK Smaller Companies Growth Trust Co-Manager Abby Glennie as she talks about volatility, resilience, and opportunity.

The post Aberdeen UK Smaller Companies Growth Trust: Manager Update Video appeared first on UK Investor Magazine.

Watch the Majedie Investments Investor Presentation, featuring Marylebone Partners CIO and Founder Dan Higgins. Majedie Investments is an investment trust whose purpose is to provide its shareholders with long-term capital appreciation whilst paying a regular dividend. Since its inception in 1985, the Company has sought to achieve this objective by investing for the long-term, with […]

The post Majedie Investments Investor Presentation appeared first on UK Investor Magazine.

Watch the online presentation for Shires Income, featuring Fund Manager Iain Pyle. The Company’s investment objective is to provide shareholders with a high level of income, together with the potential for growth of both income and capital from a diversified portfolio substantially invested in UK equities but also in preference shares, convertibles and other fixed […]

The post Shires Income Investor Presentation appeared first on UK Investor Magazine.

Disclaimers:   This publication is intended to be of general interest only and does not constitute legal, regulatory, tax, accounting, investment or other advice nor is it an offer to buy or sell shares in the Company (or any other investments mentioned herein).   Nothing in this publication should be construed as a personal recommendation to invest […]

The post Majedie Investments Quarterly investment review and outlook July to September 2025  appeared first on UK Investor Magazine.

Over the past decade, India’s key growth narratives have centred around three pillars: 1) favourable demographics 2) structural reforms and 3) robust digital infrastructure development. One of the positive fallouts of this is the exponential surge in assets of India’s mutual fund sector.  Transformation of Indian Investment Culture   Historically, Indian families preferred investing in traditional […]

The post The quiet revolution in India’s savings is unfolding not in gold or real estate, but in mutual funds  appeared first on UK Investor Magazine.

Gareth Powell, Head of Healthcare at Polar Capital, explains why he believes sentiment in the healthcare sector may be bottoming out after almost three years of headwinds. He highlights three key drivers supporting his outlook: strong volume growth, broad new product cycles, and renewed M&A momentum. With US policy concerns easing, valuations near multi-decade lows, […]

The post The three key catalysts for healthcare appeared first on UK Investor Magazine.

HICL Infrastructure and The Renewables Infrastructure Group have agreed to combine in a deal that will create Britain’s largest listed infrastructure investment company with net assets exceeding £5.3 billion. The merger will be implemented through the reconstruction and voluntary winding up of TRIG. TRIG’s assets will transfer to HICL in exchange for new HICL shares […]

The post HICL and TRIG to merge in £5.3bn deal creating UK’s largest listed infrastructure fund appeared first on UK Investor Magazine.

Iain Pyle, Manager, Shires Income  At the start of this year, investors were concerned that the arrival of Chinese artificial intelligence (AI) company Deep Seek would derail the long-running bull market in US equities. In the final few months of 2025, the worry is that valuations have moved so far that they underestimate the risks […]

The post Why UK equities could be the defensive play investors need  appeared first on UK Investor Magazine.

On the fifth anniversary of Redwheel’s management of the Temple Bar Investment Trust, we take a look back at the trust’s performance and its current proposition to investors. Since Redwheel assumed management responsibilities of Temple Bar in October 2020, the Investment Trust has delivered strong returns that significantly outperform both its benchmark and its peer […]

The post Temple Bar delivers 221% return over five years of Redwheel stewardship appeared first on UK Investor Magazine.

Investors find the healthcare sector at a potential inflection point. After years of delivering steady and attractive growth driven by several long-term trends, cutting-edge innovation, and favourable market conditions, the industry has recently struggled with poor investor sentiment, weighed down by political uncertainty. Yet according to the specialist team behind Polar Capital Global Healthcare Trust […]

The post Healthcare sector at an inflection point: The investment case for Polar Capital Global Healthcare Trust appeared first on UK Investor Magazine.

Following Vietnam’s upgrade to emerging market status by FTSE Russell in early October, analysts estimate the new status could attract US$4–10bn in portfolio inflows over the next 12–18 months. Other estimates predict Vietnam could see cumulative capital inflows of up to US$25bn by 2030. This represents a wave of capital that will support the continued […]

The post Vietnam to enjoy up to $25bn inflows after emerging market upgrade appeared first on UK Investor Magazine.

JPMorgan Global Emerging Markets Income Trust (JEMI) aims to provide a diversified income-oriented way to tap into the growth potential of global emerging markets. The trust primarily seeks a dividend yield which is higher than the average emerging market company and is free to invest in any particular market, sector or country in the global emerging […]

The post JPMorgan Global Emerging Markets Income Trust Investor Presentation October 2025 appeared first on UK Investor Magazine.

Dunedin Income Growth Investment Trust targets growth of income and capital from a portfolio invested mainly in UK companies that meet the Company’s Sustainable and Responsible investing criteria. The Board believes that companies that best manage Environmental Social and Governance (ESG) risks and opportunities will provide investors with superior risk adjusted returns. Download the presentation […]

The post Dunedin Income Growth Investment Trust Investor Presentation October 2025 appeared first on UK Investor Magazine.

Watch the online presentation for Aberdeen Asian Income Fund, featuring Chairman, Ian Cadby and Lead Manager, Isaac Thong.

The post Aberdeen Asian Income Fund: Online Presentation appeared first on UK Investor Magazine.

Hargreaves Lansdown investors have piled into US and technology funds amid the market recovery from the tariff-induced sell-off, according to the latest data released by the platform this week. Funds that focus on US equities were clear favourites among HL investors who clearly saw a bargain in the world’s largest companies in the third quarter. […]

The post Most bought funds by HL investors in Q3 appeared first on UK Investor Magazine.

by Ian Lance, Portfolio Manager It is nearly five years since Nick Purves and I had the honour to be appointed as the new portfolio managers of the Temple Bar Investment Trust, and whilst we believe that the expression ‘pride comes before a fall’ is probably more true in asset management than almost any other […]

The post Temple Bar: Lessons learnt from the first five years appeared first on UK Investor Magazine.

Vietnam is at a pivotal moment in its economic transformation, advancing rapidly across sectors—from its ‘Made in Vietnam’ industrial strategy to developments in capital markets. VietNam Holding Limited (VNH), a London-listed fund investing in Vietnamese equities, will host a live online presentation led by fund manager Dynam Capital. Open to all, the session will explore […]

The post Vietnam 2.0 – Emerging from the Frontier appeared first on UK Investor Magazine.

Gabriel Sacks is Co-Manager of Aberdeen Asia Focus What would you think if I were to say resilience is one of the most important attributes an investor can possess? More specifically, what would you think if I were to suggest it can be particularly useful in a market such as Asia?  You might infer that […]

The post Why investors shouldn’t mistake short-term setbacks for a slippery slope   appeared first on UK Investor Magazine.

Vietnam has been upgraded to a Secondary Emerging Market from a Frontier Market status by FTSE Russell, as the global index provider recognises the progress Vietnam has made in developing its equity market, ready for increased foreign investment. The reclassification marks a major step in Vietnam’s continued economic development, with the country meeting all the […]

The post Vietnam upgraded to Emerging Market by FTSE Russell appeared first on UK Investor Magazine.

UK stocks have had a remarkably strong year. After living in the shadow of US growth-focused indices during the AI boom, the defensive attributes of UK stocks led to outperformance of the FTSE 100 in the early stages of 2025. Trade tariffs and geopolitical concerns drove investors into safe-haven shares, which London has in abundance. […]

The post The top 10 best performing UK All Companies funds of 2025 appeared first on UK Investor Magazine.

Aberdeen Investments has launched two actively managed ETFs targeting investment themes that the asset managers identify as reshaping the global economy: trade tensions, intensifying “tech wars,” and surging demand for new materials. The abrdn Future Supply Chains UCITS ETF and abrdn Future Raw Materials UCITS ETF are designed to provide investors with exposure to Aberdeen’s […]

The post Aberdeen’s Active ETFs provide investors with exposure to key themes of ‘nearshoring’ and ‘tech wars’ appeared first on UK Investor Magazine.

The Indian government had been justified in expecting a good outcome from the tariff discussions with the US. President Donald Trump and Prime Minister Narendra Modi appeared to enjoy good relations, while consecutive US administrations in recent years have viewed India as an important ally in the Indo-Pacific region. As a fast-growing emerging economy, there […]

The post India: Does tariff turmoil matter for markets?   appeared first on UK Investor Magazine.

On 2 September 1945, Hồ Chí Minh stood in Ba Đình Square, Hanoi, and proclaimed the Declaration of Independence of the Democratic Republic of Vietnam.  From Hunger to Harvest, and the Decade Ahead  In September 1945, as Vietnam declared its independence, the country faced one of its darkest chapters. That same year, the Great Famine […]

The post Viva Vietnam: 80 years of independence  appeared first on UK Investor Magazine.

The Temple Bar Investment Trust has delivered yet another strong period of performance in the first half of 2025, as the trust’s NAV rose 14.1%, far outstripping benchmark returns. Temple Bar’s commitment to value investing and unwavering dedication to selecting shares that are fundamentally undervalued meant the trust thrived during market volatility in the wake […]

The post Temple Bar delivers benchmark-beating NAV growth of 14.1% as Johnson Matthey and FTSE 100 banks drive returns appeared first on UK Investor Magazine.

HICL Infrastructure PLC has struck a deal worth approximately £225 million, selling a portfolio of seven UK PPP assets to APG, the Netherlands’ largest pension services provider. Over the past 24 months, the London-listed infrastructure investment company has completed around £725 million in asset sales at consistently strong valuations as part of a wider asset […]

The post HICL Infrastructure seals £225m portfolio sale to Dutch pension giant APG appeared first on UK Investor Magazine.

Gabriel Sacks is Co-Manager of abrdn Asia Focus  There is a school of thought which holds that politics’ influence on investment decisions should be minimal and maybe even non-existent. What really matters, the argument goes, is the health or otherwise of individual businesses.  There is certainly a lot to be said for this view. As […]

The post Why now could be a good time for a Korea move  appeared first on UK Investor Magazine.

Summary Over the third quarter, the Net Asset Value (NAV) recovered swiftly from the tariff-related drawdown in late March and early April, delivering a return of +5.2%. Over the same period the share price increased +2.8%, widening the discount from -7.8% to -9.9%.¹ Our resolve amidst the volatility surrounding ‘Liberation Day’ stemmed from familiarity with […]

The post Majedie Investments Quarterly Review appeared first on UK Investor Magazine.

Thomas Moore, Manager, Aberdeen Equity Income Trust  The resurgence in UK equities could come as quite a surprise for investors who have grown used to the dominance of US growth companies over the past decade. In the first 6 months of 2025, the FTSE All-Share index has delivered a total return of +9.1%, significantly outperforming […]

The post Higher yield UK stocks are outperforming as US sentiment wavers – is this just the beginning?   appeared first on UK Investor Magazine.

The UK Investor Magazine has selected a diverse range of investment trusts for readers to consider this month. Our selections provide targeted exposure to the fast-growing Asian economy of Vietnam and a blend of high-growth and high-income UK equities. Vietnam Holding  Investors may look at Vietnam Holding and think they’ve missed a buying opportunity. In […]

The post Three investment trusts to consider this month appeared first on UK Investor Magazine.

Introduction – has the market stopped caring about value? The very essence of value investing is the search for securities which are incorrectly priced – where the market price is trading at a substantial discount to the intrinsic value of the underlying business. Sometimes this happens because investors are prone to behavioural biases such as […]

The post Finding value in modern markets appeared first on UK Investor Magazine.

Vietnam appears to be emerging as a regional winner in the latest round of revisions to US President Donald Trump’s “liberation day” tariffs.   As Mr Trump drip-feeds new tariff rates in posts on social media, clear and significant differences are emerging between markets in Southeast Asia. The new tariff rates could intensify competition between the […]

The post Is Vietnam the biggest winner in this round of tariff negotiations?  appeared first on UK Investor Magazine.

Matt Cable, manager of the Rights and Issues Investment Trust, discusses undervalued  UK stocks, the pace of M&A activity and reasons to be upbeat about smaller companies.   One of the interesting trends the UK stock market right now is the volume of merger and acquisition activity. Companies including Spectris and Ricardo have received bids recently, […]

The post Rights and Issues Investment Trust: Reasons to be optimistic   appeared first on UK Investor Magazine.

Dan Higgins, Founder and CIO at Marylebone Partners, presents an in-depth look at Majedie Investments, designed to deliver long-term, inflation-beating returns through a finely balanced three-pronged strategy.

The post An Introduction to Majedie Investments appeared first on UK Investor Magazine.

Majedie Investments is a compelling proposition in today’s investment landscape, offering a distinctive approach through what its management calls a “liquid endowment” strategy. This London-listed investment trust has origins stretching back over 100 years and was first listed on the stock exchange in 1985. The trust has undergone a transformation under the stewardship of Marylebone […]

The post Majedie Investments: A ‘liquid endowment’ approach to inflation-beating returns appeared first on UK Investor Magazine.

Property investment company PRS REIT remains in active discussions with potential acquirer Long Harbour after the REIT launched a strategic review in October. PRS REIT is one of the UK’s largest build-to-rent firms with 5,425 completed homes as at 30 September 2024 and an Estimated Rental Value of £67.5 million per annum The company launched its strategic […]

The post PRS REIT continues talks with Long Harbour following strategic review appeared first on UK Investor Magazine.

Eric Chan, Co-Manager of Aberdeen Asian Income Fund, shares an update on the trust, including 2024 performance highlights and recent portfolio activity.

The post Aberdeen Asian Income Fund – Manager Update appeared first on UK Investor Magazine.

The sum of ITV’s Studio and Broadcast businesses is valued at more than double ITV’s current market cap, according to a manager at long-term value investors Temple Bar Investment Trust. Speaking at the UK Investor Magazine’s recent Investment Trust Conference, Nick Purves, Fund Manager at Temple Bar Investment Trust, discussed the value locked away in […]

The post ITV’s sum of parts values the company at more than double the current market cap – Temple Bar Investment Trust appeared first on UK Investor Magazine.

Gabriel Sacks, Co-manager, abrdn Asia Focus plc  Walt Disney excelled in the art of fairytales. He first demonstrated a talent for them in the early 1920s, when he was still working at the humble Laugh-O-Gram studio, rattling out the likes of Little Red Riding Hood, Jack and the Beanstalk and Puss in Boots.  In the […]

The post What Disney tells us about how we draw investment conclusions  appeared first on UK Investor Magazine.

Seraphim Space Investment Trust (LON: SSIT) has narrowed the discount to NAV over the past two months. The NAV has held up over the third quarter to March 2025, while the share price has increased from below 50p to 72.9p since early April. That has reduced the discount to NAV to 28%. At the end […]

The post Seraphim Space IT narrows discount appeared first on UK Investor Magazine.

India stands at the cusp of an energy transformation. Once plagued by power shortages, the country now aims to become a global leader in renewable energy, targeting a massive 500 GW of renewable capacity by 2030, with solar energy contributing 280 GW to this ambitious goal. To give some context, UK’s renewable energy capacity stands […]

The post India’s Energy Transition: Capitalising on the Solar Revolution appeared first on UK Investor Magazine.

New exchange platform will improve investment environment in Vietnam The Ho Chi Minh City Stock Exchange (HoSE) reopened yesterday 5 May after the Reunification Holiday with an upgraded trading platform. It’s both a necessary and welcome move which will yield immediate benefits for anyone who wants to invest in one of Asia’s most dynamic economies. […]

The post Vietnam Holding: Trading Places appeared first on UK Investor Magazine.

One of the challenges in observing investment markets, especially over shorter durations, lies in the frequent disconnect between share price movements and the underlying fundamental reality of the businesses represented.   We often witness share prices fluctuate in ways that seem detached from tangible results. While sometimes an explanation appears obvious, trying to draw causal links […]

The post Aurora UK Alpha: The North Star of Intrinsic Value appeared first on UK Investor Magazine.

Private Equity investment trusts have outperformed all other investment trust sectors since Donald Trump made his ‘Liberation Day’ tariff announcements, according to data compiled by the AIC. The AIC ‘Private Equity’ sector has returned 11.1% since 2nd April, more than double the second-best performing sector – the ‘Japanese Smaller Companies’ sector, which has returned 5.5%. […]

The post Private Equity investment trusts outperform following Trump’s ‘Liberation Day’ – AIC appeared first on UK Investor Magazine.

At the current time, every market moving event seems to start with a pronouncement from US President, Donald Trump. His desire to bring an end to the war in Ukraine and the associated cessation of US military aid, is likely to re-write the European defence architecture, with European countries having to make significant increases to […]

The post Reflections on current market volatility appeared first on UK Investor Magazine.

Charles Luke, Manager of Murray Income Trust  It may have felt choppy to investors, but the reorientation of markets since the start of the year is a welcome development. Rather than the pursuit of growth at all costs, investors are starting to re-evaluate companies on more rational metrics. In this environment, the value of dividends […]

The post Dividends: Reliability in uncertain times  appeared first on UK Investor Magazine.

Iain Pyle, Lead Manager, Shires Income PLC  Investors are navigating an increasingly risky world. Months into the new US administration, the tariff regime remains a looming threat, but details are scant. Inflation appears to be reviving, with a potential impact on the interest rate cycle. The new US administration is changing the geopolitical goalposts, with […]

The post Investing in an uncertain world: is risk properly understood?  appeared first on UK Investor Magazine.

US President Donald Trump has announced he will impose 46% tariffs on Vietnamese imports, one of his most aggressive trade moves and the third-highest rate imposed on any country.  In his announcement, Mr Trump imposed tariffs on more than 100 countries, adding to several levies he has already imposed on Mexico and Canada, as well […]

The post How Will Vietnam Handle Trump’s Trade Escalation?  appeared first on UK Investor Magazine.

Vietnam Holding released interim results this week that underscore another period of net asset value growth and positive returns for the investment trust’s shareholders. Producing returns for its investors has long been a habit of Dynam Capital, the manager of the Vietnam Holding Investment Trust, and the half-year period to 31st December was no exception.  […]

The post Vietnam Holding: FPT continues to be star performer as Vietnam’s growth gathers pace appeared first on UK Investor Magazine.

The Temple Bar Investment Trust has hiked its dividend after a strong year of outperformance supported by strong stock selection and portfolio company share buy backs. The trust employs a long-term value-investing approach to UK equities with high-yielding names such as Barclays, Shell, Aviva and Marks & Spencer in the portfolio’s top ten holdings. “I […]

The post Temple Bar hikes dividend after strong year of outperformance appeared first on UK Investor Magazine.

Hargreaves Lansdown analysts have earmarked three funds for review by investors seeking fund options for their Stocks & Shares ISA ahead of the end of the tax year. The end of the tax year is just around the corner, and with it comes the last opportunity for investors to use their £20,000 ISA allowance. With […]

The post Three fund ideas for a Stocks & Shares ISA by Hargreaves Lansdown appeared first on UK Investor Magazine.

Harmony Energy Income Trust and Foresight Group LLP have announced an agreement on the financial terms of a potential acquisition that would value the renewable energy company at £190.8 million. The offer is the result of an asset sale process announced by Harmony Energy Income Trust last year that aimed to dispose of some or […]

The post Harmony Energy Income Trust set for £190m takeover by Foresight appeared first on UK Investor Magazine.

Craig Martin, Dynam Capital  Artificial Intelligence is an inescapable topic in 2025. It has fuelled bold claims about economic growth and stoked anxiety about tectonic shifts in the labour market.   However, it’s clear that countries that embrace it will be better off than those that don’t. In Vietnam, government and business have been both practical […]

The post Vietnam Secures its AI Future with Talent, Tech and Ambition  appeared first on UK Investor Magazine.

With the Year of the Snake underway, Vietnam is pursuing numerous ambitious projects across multiple industries. The energy sector is no exception, with the high-profile renewed campaign for nuclear energy grabbing headlines and the revised National Power Development Plan 8 (PDP8) providing more room for solar and onshore wind development.   Striving for Nuclear Energy  In […]

The post Vietnam doubles down on its energy transition commitment  appeared first on UK Investor Magazine.

Investment Trusts are a great vehicle to include in an income portfolio. Many have steadily increasing dividends that are well covered by the trust’s current income and reserves from prior years. In this article, we highlight three income investment trusts that are ideal pillars for investors seeking long-term investments that provide a blend of capital […]

The post Three investment trusts for income appeared first on UK Investor Magazine.

Murray Income Trust is an investment trust founded in 1923 aiming for high and growing income with capital growth. The income defender: proven to enable risk-averse income seekers to tap into the income growth potential of equities, with a long track record of raising dividends every year since 1973.  The active diversifier: manages equity risk through careful […]

The post Murray Income Trust: Meet the manager appeared first on UK Investor Magazine.

Gabriel Sacks, Co-Manager, abrdn Asia Focus plc  Diversification is one of the investment world’s most important concepts. Its basic premise is that a portfolio consisting of multiple asset types is likely to perform better than one consisting of relatively few.  The idea first emerged almost three quarters of a century ago, when Harry Markowitz published […]

The post In search of real diversification  appeared first on UK Investor Magazine.

Saba Capital’s plans to seize control of seven UK-listed investment trusts lay in tatters. Investors came out in large numbers to resoundingly reject plans to remove the boards of the trusts and replace them with one selected by Saba. With six of the seven votes to remove the boards of investment trusts complete, the US hedge […]

The post Saba Capital suffers resounding defeat as retail investors rally round their investment trusts appeared first on UK Investor Magazine.

British Columbia Investment Management Corporation (BCI) has agreed to acquire BBGI Global Infrastructure S.A. in an all-cash transaction valued at approximately £1.06 billion. The deal, which has received unanimous recommendation from BBGI’s supervisory and management boards, will see shareholders receive 147.5 pence in cash for each share held. BBGI Global Infrastructure shares surged 17% on […]

The post BBGI Global Infrastructure agrees takeover deal, shares soar appeared first on UK Investor Magazine.

HarbourVest Global Private Equity’s monthly NAV update revealed strong underlying exit activity across their portfolio in December, bolstering the cash pool available for share buybacks. The HarbourVest Global Private Equity (HVPE) Investment Trust provides public market investors with exposure to private equity through four key stages of valuation creation: Commitments, Investment, Growth, and Realisation. It […]

The post HarbourVest Global Private Equity records fifth consecutive month of positive net cash flow as M&A activity picks up appeared first on UK Investor Magazine.

Shareholders have rejected Saba Capital’s plans to take control of the Herald Investment Trust in what is being called a ‘victory for shareholder democracy’. Saba Capital suffered a resounding defeat, which bodes well for six other investment trusts against which the US hedge fund has launched attacks. Of the total votes cast, 65.10% voted against […]

The post Herald Investment Trust wins Saba Capital vote in ‘victory for shareholder democracy’ appeared first on UK Investor Magazine.

Tritax Big Box REIT has announced its entry into the data centre market with the acquisition of a 74-acre site near Heathrow Airport, marking a significant strategic expansion beyond its traditional logistics portfolio. The company plans to develop what is expected to become one of the UK’s largest data centres, capitalising on growing demand driven […]

The post Tritax Big Box REIT enters data centre power market to capture AI and cloud opportunity appeared first on UK Investor Magazine.

As Donald Trump enters the White House for his second term as President of the world’s largest economy, Hargreaves Lansdown have highlighted three actively managed funds for investors to consider. Trump gives investors much to think about. His policies could well be inflationary and lead to higher interest rates, but his ‘America First’ approach to […]

The post 3 funds for a Trump presidency by Hargreaves Lansdown appeared first on UK Investor Magazine.

Herald Investment Trust (LON: HRI) says the requisition notice from Saba Capital Management is valid. The US hedge fund believes that the investment trust has underperformed and wants to replace the board and appoint two new directors. Saba Capital Management has acquired a 19% stake in Herald Investment Trust. It previously owned 4.9%. A general […]

The post Herald Investment Trust says general meeting requisition is valid appeared first on UK Investor Magazine.

Impax Asset Management Group announced today that St. James’s Place (SJP) will terminate its mandate to manage the Sustainable & Responsible Equity Fund, worth approximately £5.2 billion in assets under management. Impax Asset Management shaes were down 20% at the time of writing and were London’s biggest decliner on the day. The termination, expected to […]

The post Impax Asset Management shares sink after St. James’s Place cancels underperforming mandate appeared first on UK Investor Magazine.

The NextEnergy Solar Fund’s share price has softened slightly since the Investment Trusts announced net asset value fell marginally due to energy price forecasts. The trust regularly updates the valuation of its portfolio of solar assets to reflect the discount rates and expected future cash generation. Looking past the short-term gyrations in underlying energy markets, […]

The post Three reasons to consider NextEnergy Solar Fund shares after the recent dip appeared first on UK Investor Magazine.

The UK Investor Magazine was delighted to welcome Emma Bird, Head of Investment Trusts Research at Winterflood, to lift the lid on the UK Investment Trust space. Visit Winterflood Fund Insight here. This podcast, which drills down into the fundamental factors at play in the Investment Trust space, is a must-listen for investors. We start […]

The post Investment Trust discounts, benefits versus funds and ETFs, and sector trends with Winterflood’s Emma Bird appeared first on UK Investor Magazine.

The Vietnam Holding Investment Trust has achieved something no other London-listed Vietnam-focussed Investment Trust has been able to do for over 15 years – expand the size of its fund by issuing shares to investors. Vietnam Holding’s strong performance has captured the attention of investors to the extent it has completely erased its share price […]

The post Vietnam Holding Investment Trust expands its fund after trading at a premium appeared first on UK Investor Magazine.

George Barrow, co-manager of the Polar Capital Global Financials Trust  Rather than thinking of financials as UK banks plus a couple of insurance stocks, it might be time to see the sector as more like technology or healthcare. Although clearly different in many respects, they are all major global sectors with varied subsectors that diversify […]

The post Investors: Don’t bank against Financials   appeared first on UK Investor Magazine.

Albion Capital, the £1bn venture capital firm, announced today plans to raise £50m through new share offerings across three venture capital trusts (VCTs), with the potential for a £30m over-allotment. The fundraising effort comes as the group moves to streamline its VCT structure, with plans to consolidate its six existing trusts into three. The new […]

The post Albion Capital announces £50m fundraise across three VCTs following Autumn Budget appeared first on UK Investor Magazine.

NextEnergy Solar Fund has re-entered the trading platform interactive investor’s top ten Investment Trusts buys for October in 6th spot. The list represents the most bought trusts by users of the interactive investor platform during October. The solar-focused Investment Trust was last in interactive investor’s top ten Investment Trust buys in August and has once […]

The post NextEnergy Solar Fund re-enters interactive investor’s top ten Investment Trust buys in October with other high yield trusts appeared first on UK Investor Magazine.

Whether you are a healthcare and pharmaceutical aficionado or not, the Polar Capital Global Healthcare Trust should be considered by all investment trust investors seeking a vehicle with a solid track record of strong performance that consistently beats the benchmark. Over the three years to September 2024, this investment trust has produced a share price […]

The post Polar Capital Global Healthcare Trust’s track record and investment approach deserves your consideration appeared first on UK Investor Magazine.

As value investors, one of the questions we have been asked a lot recently is, “why doesn’t value investing work anymore?”. The perception behind this question, however, depends hugely on the frame of reference because, from where we sit, it seems that value investing is working once more. The long period of low interest rates and quantitative […]

The post Contrary to popular belief, value investing is working again appeared first on UK Investor Magazine.

Octopus Renewables Infrastructure Trust (ORIT) has completed the acquisition of a 42MW solar farm near Dublin, Ireland. This addition brings ORIT’s five-site solar complex in the area to a total capacity of 241MW, making it the largest in Ireland. The complex is expected to contribute approximately 2.5% towards Ireland’s national solar target of 8GW by […]

The post Octopus Renewables Infrastructure Trust expands Irish solar footprint appeared first on UK Investor Magazine.

Charles Luke, Investment Manager, Murray Income Trust PLC  It has become a familiar refrain that the UK market lacks options for growth investors. Investors tend to turn to it for dividends, or for a naturally defensive tilt in a downturn, but the prevailing wisdom is that growth investors need to explore the stock markets of […]

The post Is the UK really a no-growth market?  appeared first on UK Investor Magazine.

The UK Investor Magazine was thrilled to welcome Stephen Rosser, Investment Director and UK Counsel at the NextEnergy Capital, the manager of the NextEnergy Solar Fund, to the podcast for a comprehensive update of this year’s progress. Explore the NextEnergy Solar Fund in the UK Investor Magazine Investment Trust Centre The big attraction to the […]

The post The future of UK solar and substantial shareholder distributions with NextEnergy Solar Fund appeared first on UK Investor Magazine.

If it’s not already, Vietnam Holding is fast becoming the UK’s leading vehicle for investing in Vietnam. For many years, VNH has outperformed its peers, and full-year results reinforce the investment trust’s dominance, both in terms of overall outperformance of the benchmark, and outperformance of its peers. Vietnam Holding may not be the largest Vietnam […]

The post Vietnam Holding outperforms again with peer group leading NAV increase appeared first on UK Investor Magazine.

Gabriel Sacks, Co-Manager, abrdn Asia Focus plc  Emerging markets (EMs) played a big part in my formative years. My mother is Brazilian. My father is South African. I was born in Brazil and raised in Rio de Janeiro and São Paulo.  Later, when I began my investment career, South Africa was the first market for […]

The post Emerging markets: exploding the “risk” myth  appeared first on UK Investor Magazine.

As Vietnam races to embrace its lofty semiconductor ambitions, human resources and education have emerged as two of the key pillars of its strategy.  The country has long performed well when it comes to education, especially STEM (Science, Technology, Engineering, and Mathematics) subjects. For example, the most recent Programme for International Student Assessment (PISA) rankings […]

The post Can education give Vietnam a semiconductor advantage?  appeared first on UK Investor Magazine.

Hargreaves Lansdown analysts have picked out three funds to consider for falling interest rates. Fund pickers at the UK’s largest retail brokerage hone in on falling interest rates and their impact on the wider market. Three selections cover a range of asset classes, including the UK mid-cap equity sector and fixed-income assets. After the Bank […]

The post Three fund picks for falling interest rates by Hargreaves Lansdown appeared first on UK Investor Magazine.

A group of investors in the PRS REIT, representing 17.3% of the company’s issued share capital, has formally served a requisition to the company. The PRS REIT invests in new build, family homes in the private rented sector and has a portfolio of just over 5,300 homes. Seeking changes to the board of directors, they are […]

The post PRS REIT served EGM requisition by investors appeared first on UK Investor Magazine.

The Vietnam Holding Investment Trust’s largest portfolio company FPT is expanding its artificial intelligence business in Japan using Nvidia chips, according to reports by Nikkei Asia.  Last week, Dynam Capital’s Chairman Craig Martin joined us on the UK Investor Magazine Podcast to discuss FPT’s international presence, which has really ramped up a gear with $200m […]

The post Vietnam Holding’s FPT to make $200m investment into Japanese AI data centres using Nvidia chips appeared first on UK Investor Magazine.

Gabriel Sacks, Co-Manager, abrdn Asia Focus plc  Trawl the internet for Indonesia’s most famous tourist attractions and the chances are you will soon be linked to a Komodo dragon. At least for faint-hearted visitors, whether such a creature truly qualifies as an “attraction” could be a moot point.  Komodo dragons are the largest lizards on […]

The post Indonesia’s hidden investment attractions  appeared first on UK Investor Magazine.

The Aurora Investment Trust management team are long-term value investors in the truest sense of the term. The trust’s website points visitors to a reading room of leading investment bestsellers, providing insight into managers Phoenix Asset Management’s approach and diligent investment process. The variety of the reading room, which contains titles such as ‘The Warren […]

The post Even if you don’t buy the Aurora Investment Trust, you can certainly learn from their investment process appeared first on UK Investor Magazine.

Craig Martin, Chairman of Dynam Capital, offers insights on Vietnam’s complex ESG landscape, stressing the need for eco-friendly practices and energy efficiency to drive transformative change.  Navigating the intricate and evolving landscape of Environmental, Social, and Governance (ESG) investment in Vietnam is no small feat, especially on the path to achieve Net Zero in 2050. […]

The post Dynam Capital’s Chairman On Driving Forward Amist Complexity In Vietnam’s ESG Landscape   appeared first on UK Investor Magazine.

NextEnergy Solar Fund (NESF) has reaffirmed its prowess as an FTSE 350 dividend-paying powerhouse after releasing 2024 full-year results. The solar energy-focused Investment Trust increased total dividends by 11% for the twelve months ended 31 March 2024, distributing dividends of 8.35 pence per share compared to 7.52 pence in the prior year period. NESF has […]

The post NextEnergy Solar Fund reconfirms its dividend prowess in full-year results appeared first on UK Investor Magazine.

Milkwood Fund is requisitioning a general meeting at Downing Strategic Micro-Cap Investment Trust (LON: DSM), which has been selling investments as part of a managed winding down. The general meeting should be convened within seven days. Milkwood Fund believes this is the wrong time to be selling the smaller company shares in the portfolio. Milkwood […]

The post Milkwood requisitions general meeting at Downing Strategic Micro-Cap IT appeared first on UK Investor Magazine.

Gabriel Sacks, Manager, abrdn Asia Focus Abby Glennie, Manager, abrdn UK Smaller Companies Growth Trust Smaller company investors have always had to take the rough with the smooth. The price for higher long-term returns has often been higher volatility, with periods of sharp drawdowns and swift bounce backs. The past 18 months has been particularly […]

The post Is the tide about to turn for smaller companies? appeared first on UK Investor Magazine.

Following a period of strong performance and a narrowing discount by Vietnam Holding, the investment trust has been added to the FTSE All-Share index in the latest quarterly reshuffle. The trust has significantly outperformed its benchmark over the past year, and its share price appreciation means Vietnam Holding now joins the ranks of London’s top […]

The post Vietnam Holding added to FTSE All-Share Index as Ocado and St James’s Place removed from FTSE 100 appeared first on UK Investor Magazine.

Bonds currently offer great value for long-term investors when compared to equities, and the prospect of falling interest rates later this year reinforces the favourable timing of increasing exposure to the fixed-income market. The thesis is simple. Current market yields are trading very near long-term averages and central banks look set to cut interest rates. […]

The post Bond Funds to consider for your portfolio appeared first on UK Investor Magazine.

It’s no secret China’s economy is in trouble. The country has struggled to convincingly recover from the pandemic, and its revered property market is in crisis. However, history tells us the best time to buy into a stock or market is during periods of weakness.  It’s difficult to say whether China is past peak pessimism […]

The post Two Investment Trusts for China’s undervalued equity market appeared first on UK Investor Magazine.

In late 2023, we wrote about the opportunity in long-dated US treasury ETFs and the trade to be had on the reset of US interest rate expectations. At the time, US yields were near multi-year highs and we were still in the grips of inflation fears. However, markets began to price in March 2024 interest […]

The post The 20+ year US Treasury ETF trade is back on the table appeared first on UK Investor Magazine.

abrdn Asian Income Fund takes an unconstrained view of Asian equities by investing in high-quality equities without being tied to any specific benchmark. Of course, the trust benchmarks its performance to a broad index, the Morningstar IT Asia Pacific Equity Income Index. However, performance comparison is where the managers limit references to broader indices. It […]

The post abrdn Asian Income Fund provides a respectable yield with plentiful capital appreciation potential appeared first on UK Investor Magazine.

With the end of the tax year on 5th April and the last opportunity to use this year’s ISA allowance fast approaching, this article outlines six ideas for a Stocks & Shares ISA from investment professionals at Wealth Club and Hargreaves Lansdown. In their own words, Kate Marshall, lead investment analyst at Hargreaves Lansdown, and […]

The post Six Stocks & Shares ISA ideas from the experts appeared first on UK Investor Magazine.

Last week UK Investor Magazine presented four interesting companies at The London Stock Exchange. The evening, which was well attended by audiences both in the theatre and online, featured Corporate Updates by each of the companies followed by questions and answers. In this article, we feature NextEnergy Solar Fund and summarise its investment case as […]

The post NextEnergy Solar Fund: Next is now appeared first on UK Investor Magazine.

Scottish Mortgage Investment Trust was one of the FTSE 100 top gainers on Friday after the technology-focused trust announced a major share buyback. The lack of interest in the Scottish Mortgage Investment Trust has become too much for its managers, who have announced a £1 billion share buyback over two years. Despite holding some of […]

The post Scottish Mortgage Investment Trust to buy back £1 billion shares appeared first on UK Investor Magazine.

Vietnam Holding has had an exemplary start to 2024. The trust’s share price is up 12%, and the discount has narrowed to 6.5%. UK Investor Magazine included Vietnam Holding in its ‘Top 15 Stock Picks for 2024’. Year-to-date, it has been one of the best performers. Despite the sterling start to the year and sector-beating […]

The post Why Vietnam Holding has further to run appeared first on UK Investor Magazine.

Last year in an article, ‘A new frontier in Vietnam’, we noted how Vietnam accounted for 30% of the MSCI Frontier Market Index and highlighted the challenges to being upgraded to the MSCI Emerging Market Index. There is another chance of an upgrade but on a different index, the FTSE Russell Secondary Emerging Market Index. […]

The post Investing in Vietnam: Emerging from the Frontier appeared first on UK Investor Magazine.

Investment trust JPMorgan Growth & Income (LON: JGGI) has launched a WRAP retail offer alongside a placing that could raise up to £40m. The investment strategy is capital growth via investment in a portfolio of companies on world stockmarkets. There is no sector specialisation. There has been strong demand for the shares and a wealth […]

The post Retail offer by JPMorgan Global Growth & Income appeared first on UK Investor Magazine.

The NextEnergy Solar Fund has an extremely attractive dividend policy and provides investors with a yield far in excess of the benchmark. However, the attractions of the trust run deeper than the dividend, providing investors with unrivalled exposure to UK solar power assets. A major player in the UK’s solar power generation industry with 90 […]

The post NextEnergy Solar Fund: attractions beyond the dividend appeared first on UK Investor Magazine.

Returns from the Fundsmith Equity Fund fell short of the global stock market benchmark, the MSCI World Index, for the third time in a row in 2023. Manager Terry Smith addressed investors in his annual letter last week, where he acknowledged the result but claimed that beating the global stock market is not something that […]

The post Fundsmith Equity Fund records third straight year of underperformance appeared first on UK Investor Magazine.

abrdn Private Equity Opportunities Trust is an FTSE 250 Investment Trust trading at a 40% discount. The listed private equity trust sector has suffered as borrowing costs increased over the past two years, but the pressures are easing, and this trust offers investors deep value. While there may be some variability between the recorded NAV […]

The post abrdn Private Equity Opportunities Trust may be on the brink of a major rerating appeared first on UK Investor Magazine.

JLEN Environmental Assets Group Ltd (LON: JLEN) maintained the value of its portfolio in the six months to September 2023, but its NAV slipped by 3% following dividend payments. NAV is 119.7p/share and there is net debt of £124.6m. The revolving credit facility is £200m and there is £75m left to draw down – this […]

The post JLEN Environmental discount increases appeared first on UK Investor Magazine.

On Wednesday, the LXi REIT confirmed that it was planning to sell 66 Travelodge hotels in response to recent press speculation. The REIT has received an offer for the sale of 66 Travelodge hotels, totalling £210 million, in line with their current book value as of 30th September 2023. If the sale goes through, the […]

The post LXi REIT to sell 66 Travelodge hotels appeared first on UK Investor Magazine.

The M&G Global Emerging Markets Fund should be explored by investors ready to move back into Emerging Markets and lean towards Chinese equities. Managers of the fund have made material changes to the portfolio’s composition this year and are preparing for the next chapter in the Emerging Markets story. The M&G Global Emerging Markets Fund […]

The post Consider the M&G Global Emerging Markets Fund for a recovery in Chinese equities appeared first on UK Investor Magazine.

Charles Luke, Investment Manager, Murray Income Trust PLC At a time when investors can pick up a high income from bonds, the real value of a stock market portfolio is its ability to grow income and capital over time. This growth potential is particularly important when inflation is likely to be structurally higher, and preserving […]

The post Murray Income Trust: Keeping an eye on the long term for 100 years appeared first on UK Investor Magazine.

The UK Investor Magazine was thrilled to welcome Richard Kelly, Co-Founder and Co-Lead of the Foresight Sustainable Forestry Investment Trust, for a comprehensive discussion about the trust and current environment. Watch Foresight Sustainable Forestry Presentation We start by exploring the global timber market and the dynamics underpinning long-term trends. The conversation moves onto the UK timber […]

The post Capital appreciation and uncorrelated diversification with Foresight Sustainable Forestry appeared first on UK Investor Magazine.

The M&G Credit Income Investment Trust’s floating rate income stream makes the trust a superior choice for the higher interest rate environment.  The Bank of England is set to hold rates at elevated levels for the foreseeable future, supporting allocation into the M&G Credit Income Investment Trust because higher interest rates translate directly to higher […]

The post The M&G Credit Income Investment Trust is a robust high-yield income selection appeared first on UK Investor Magazine.

There is a global shortage of sustainably sourced timber. Current World Bank data shows that there is a base of billion cubic metres of global timber supply deficit; the numbers are expected to triple by 2050. Due to its inflation-beating properties, forestry has long been an attractive investment encompassing strong ESG characteristics. Forestry investment can […]

The post Foresight Sustainable Forestry will benefit from a global supply deficit and increasing demand for carbon credits appeared first on UK Investor Magazine.

The Rights and Issues Investment Trust is a high conviction low turnover portfolio of UK small caps and AIM shares. The trust has a long track record of producing market-beating returns for investors willing to accept a higher degree of risk over medium to longer-term horizons. Marshalls was recently added to the portfolio and provided […]

The post Why Rights and Issues Investment Trust fund managers added Marshalls to their portfolio appeared first on UK Investor Magazine.

Seraphim Space Investment Trust (LON: SSIT) still trades at a significant discount to NAV even though the prospects for the space sector are excellent. The investment trust gives investors the opportunity to invest in advanced space technology and the growing companies that are developing that technology. Seraphim Space IT floated at 100p a share in […]

The post Unwarranted discount for Seraphim Space Investment Trust appeared first on UK Investor Magazine.

Cranfield Aerospace Solutions Limited (CAeS), a portfolio company of HydrogenOne Capital Growth, has signed an agreement with drone airline Dronamics to supply hydrogen fuel cell propulsion systems for the Dronamics Black Swan cargo aircraft, HydrogenOne announced Thursday. The memorandum of understanding positions CAeS as the preferred supplier of the hydrogen fuel cell systems to Dronamics […]

The post HydrogenOne Capital Growth issues update on hydrogen-powered aircraft investment appeared first on UK Investor Magazine.

The Vietnam Holding Investment Trust has had a tremendous 2023 as Asian markets recovered from the pandemic and Vietnam continued to grow as an economy. Despite this year’s rally, Vietnam Holding still presents a solid opportunity for investors seeking to gain exposure to one of South-East Asia’s fastest-growing economies. Trading at 308p Vietnam Holding has […]

The post The Vietnam Holding Investment Trust still offers great value despite the recent rally appeared first on UK Investor Magazine.

The UK small-cap market is having a difficult time. The macro picture is not on its side and smaller companies are almost always the first to suffer during challenging economic conditions.   It is during such periods investors are presented with the opportunity to secure holdings in vehicles which can provide returns long into the future. With a […]

The post Consider the Rights and Issues Investment Trust for the UK small-cap recovery appeared first on UK Investor Magazine.

Building a portfolio of international shares is important to diversify your holdings away from UK large caps which have performed poorly over the past 20 years, when compared to some international indices. The use of an investment trust can be an excellent way to do this and the Murray International Trust has a lot going […]

The post Keep an eye on the Murray International Trust for both income and growth appeared first on UK Investor Magazine.

Charles Luke, Investment Manager, Murray Income Trust PLC It is some years since UK equity income portfolios were the toast of the town for the core of an investment portfolio. Investors have been seduced by the charms of global income portfolios. After all, why not have the whole world at your fingertips rather than just […]

The post Equity income: the UK is now once again the most attractive market for the income investor appeared first on UK Investor Magazine.

Many London-listed Investment Trusts are providing investors with the opportunity to capture attractive discounts to NAV, in some circumstances discounts that haven’t been on offer for many years. In the article, we explore three Investment Trusts with not only attractive discounts but significant opportunities for NAV growth in the coming years. Vietnam Holding Vietnam Holding […]

The post Three Investment Trusts primed to explode higher appeared first on UK Investor Magazine.

The Bankers Investment Trust provides investors with the opportunity to buy a portfolio of global mega-caps at a 12% discount to Net Asset Value. It is difficult to find an investment trust with such a high-quality portfolio at a similar discount. The portfolio contains Microsoft, Apple, Accenture and AstraZeneca. Microsoft was one of their best […]

The post Janus Henderson fund managers have sold this FTSE 100 bank appeared first on UK Investor Magazine.

JLEN Environmental Assets Group Ltd (LON: JLEN) increased its NAV in the year to March 2023, helped by higher power prices and inflation.   The Foresight managed investment trust riased NAV by 7% to 123.1p a share. The shut down of the Cramlington bioenergy plant held back the growth in the group valuation, but the […]

The post JLEN Environmental increases NAV by 7%. appeared first on UK Investor Magazine.

Henderson Opportunities Trust (LON:HOT) shares are trading at an 18% discount to NAV. This is remarkable given the portfolio consists mainly of liquid UK companies with excellent growth potential. Henderson Opportunities Trust’s top ten holdings include FTSE 100 companies Barclays, NatWest and Rio Tinto. The trust also holds Tesco, Prudential, Standard Chartered and HSBC. In […]

The post Pick up Henderson Opportunities Trust at a significant discount appeared first on UK Investor Magazine.

This UK-focused equity income trust packs a punch. The trust contains all the heavy-hitting cyclical FTSE 100 dividend income payers you’d expect from a portfolio that outstrips the benchmark in terms of yield. With a 7.15% yield, the abrdn Equity Income Trust should be considered by those seeking a substantial dividend while willing to accept […]

The post Consider the abrdn Equity Income Trust for a heavy-hitting income appeared first on UK Investor Magazine.

Baillie Gifford’s Edinburgh Worldwide Investment Trust (LON:EWI) will add some rock & roll to your portfolio. We’re not talking about electric guitars and biting off bat’s heads, but instead investing in naturally volatile young companies with the potential to shape the future. This is a long-term strategy; investors should be prepared to buckle up and […]

The post Add some rock & roll to your portfolio with Baillie Gifford’s Edinburgh Worldwide Investment Trust appeared first on UK Investor Magazine.

The Indian economy has been in the limelight as one of the few bright spots in an uncertain world. Some are even calling it ‘India’s decade’. Reforms, digitalisation, improving infrastructure and the government’s Make-in-India initiatives are some reasons backing the above. The strength of the India story has been underpinned by a few structural trends: […]

The post India: Beyond the headlines appeared first on UK Investor Magazine.

by Alex Crooke, Head of Equities – EMEA and Asia Pacific | Portfolio Manager With western developed markets still mired in high inflation and economic uncertainty, Asia offers a brighter prospect for investors. The reopening of China and strength of south Asian economies makes BNKR, with its solid position in the region, an attractive proposition. […]

The post Eyes turn to the East appeared first on UK Investor Magazine.

To coincide with Earth Day earlier this week, M&G’s Impact Investing team presented their SDG Reckoning Report on the progress of the UN’s Sustainable Development Goals (SDGs) at an event held in London last week. The report revealed opportunities for investors to position capital to facilitate achieving the SDGs’ key objectives. The UN set out […]

The post The investment case for the M&G Positive Impact Fund appeared first on UK Investor Magazine.

The UK property has had a tough year. The problems for commercial property sparked by the pandemic are yet to be fully alleviated – and may not be for some time – while residential property is suffering due to higher borrowing costs and the cost of living crisis. However, for investors prepared to look past […]

The post Three UK Real Estate Investment Trusts trading at a deep discount appeared first on UK Investor Magazine.

After a challenging year in 2022, Vietnam Holding (LON:VNH) now trades at an attractive discount to NAV, which is difficult to overlook as Vietnamese equities continue their recovery. Last year was a tough year for Asian equities. Prolonged Chinese COVID-19 restrictions and concern about US interest rates curtailed interest in region and broad equity indices […]

The post Vietnam Holding offers an attractive discount to NAV after outperforming benchmark appeared first on UK Investor Magazine.

For investors seeking an entry to UK equities, the recent banking sector induced volatility may have provided an opportunity. After breaking to all-time record highs in early 2023, London’s leading index has pulled back significantly and many UK equities trade below recent highs, and offer better value than they did just a few weeks ago. […]

The post Two UK equity Investment Trusts to consider for both income and capital growth appeared first on UK Investor Magazine.

The M&G Global Emerging Markets Fund is increasing exposure to China and sees the world’s second largest economy as a potential source of outperformance in the coming year. As we start the Chinese New Year – the Year of the Rabbit – China is dominating headlines and gaining the attention of investors. The end of […]

The post Consider the M&G Global Emerging Markets Fund in the Chinese New Year appeared first on UK Investor Magazine.

AT85 Global Mid-Market Infrastructure Income (LON: AT85) is the first investment fund to launch an offer in 2023. The initial issue is 300 million shares at 100p each and that could be topped up with the issue of a further 700 million shares after flotation. The initial placing and offer for subscription has opened and […]

The post AT85 Global Mid-Market Infrastructure launches offer appeared first on UK Investor Magazine.

Like most China-focused Investment Trusts, the JP Morgan China Growth and Income Trust has had a torrid 2022. A global tightening cycle that’s seen the highest interest rates since before the financial crisis, and persistent lockdowns in China has rocked the sector. Mainland and Hong Kong-listed Chinese equities sank and many of London’s China mandated trusts hits the lowest […]

The post Look at JP Morgan China Growth and Income for a Chinese equity recovery appeared first on UK Investor Magazine.

The JLEN Environmental Assets Investment Trust invests in UK-based clean energy assets spanning solar, wind, hydro, bioenergy and anaerobic digestion. The trust’s portfolio also includes sustainable infrastructure assets such as battery storage and refuelling stations. The portfolio is comprised of 39 assets and generated 1,314 GWh in the year to 31st March. At the same […]

The post Consider JLEN Environmental Assets for a FTSE 100 beating yield appeared first on UK Investor Magazine.

The lack of capacity in the UK grid and difficulties connecting clean energy technology to the grid is one of the biggest hurdles in our race to low carbon power supply, according to Jonathan Hick, Fund Manager at Triple Point. The need to adopt greater levels of renewable power has never been more prevalent. The […]

The post Lack of grid capacity major hurdle in renewable energy push – Triple Point’s Jonathan Hick appeared first on UK Investor Magazine.

Seraphim Space Investment Trust (LON:SSIT) has managed to grow its portfolio value slightly since floating in July 2021, but the share price has slumped from the offer price of 100p to 51.8p, down 1.25p on the day. NAV increased from £175.1m at the time of flotation to £239.3m at the end of June 2022, while […]

The post Seraphim Space IT’s unwarranted discount appeared first on UK Investor Magazine.

Just one year after its launch, Regnan Sustainable Water and Waste Fund has topped its peers in terms of performance having provided investors with a 2.3% return. The fund invests enlisted equities across the global water and waste management value chain and holds companies such as Republic Services, a US disposal waste firm, and water […]

The post Regnan Sustainable Water and Waste Fund tops peer group appeared first on UK Investor Magazine.

Baillie Gifford Shin Nippon board have said they are ‘disappointed by the weak performance’ in the six months to 31 July 2022 as NAV per share fell by 4.8%, while the benchmark MSCI Japan Small Cap Index rose 0.9%. The Baillie Gifford Shin Nippon share price fell by 9.9% as the discount to NAV widened. […]

The post Baillie Gifford Shin Nippon board ‘disappointed by the weak performance’ appeared first on UK Investor Magazine.

HgCapital Trust shares rose 4% to 383.5p in late morning trading on Monday, after the firm announced a total return NAV climb of 1.8% to a NAV per share of £4.43 and net assets of over £2 billion. The Trust linked its results to strong portfolio trading and value creation, which reportedly offset a decline […]

The post HgCapital Trust NAV climbs 1.8%, net assets exceed £2bn appeared first on UK Investor Magazine.

HICL Infrastructure shares fell 0.8% to 173.9p in early morning trading on Monday after the investment trust reported two prospective acquisitions to portfolio. The group confirmed the potential acquisition of a significant minority shareholding in US electricity transmission asset Texas Nevada Transmission, and the award of preferred bidder status for the assets linked to the […]

The post HICL Infrastructure confirms potential US and UK acquisitions appeared first on UK Investor Magazine.

The difficulties in China have deterred investors from Asian markets This has created a widening gap between operational and share price performance The relative weakness in markets is creating opportunities In a tough first half of the year for financial markets, Asia has struggled more than most. The difficulties in China have deterred investors, with […]

The post Asia: long-term opportunities amid short-term noise appeared first on UK Investor Magazine.

The current cost of living crisis threatens an economic downturn and potential market volatility. During such times, equity income funds can provide stability and compensate for waiting for markets to recover. Guinness Global Equity Income and JPM Global Equity Income boast a selection of diversified equities, heavily weighted towards the US market and popular names […]

The post Two Global Equity Income Funds to consider appeared first on UK Investor Magazine.

Temple Bar Investment Trust announced a 7.7% fall in net assets to £7.3 million against £7.8 million in HY1 2022. The trust, which lists its objective as providing growth in income and capital to reach a long-term return above the FTSE all-share index via investment primarily in UK-listed securities, reported a NAV per share with […]

The post Temple Bar Investment Trust remains optimistic despite volatile market appeared first on UK Investor Magazine.

The CEO of leading Alternative Investment provider, Gresham House, has called for a greater level of investment in UK forestry to help meet burgeoning future demand. Tony Dalwood, CEO of Gresham House, says demand for timber is set to grow 2.7x by 2050 and highlights the lack of new projects with the capabilities to meet […]

The post Gresham House CEO calls for greater investment in UK forestry appeared first on UK Investor Magazine.

M&G Investment are taking the alignment with the Paris climate change goals head on with a range portfolios dedicated to fighting climate change. M&G has dedicated funds forming a pincer movement on climate change. On one side there are the funds such as the M&G Climate Solutions and M&G Positive Impact funs investing in companies […]

The post How M&G Investments is aligning funds with Paris climate change goals appeared first on UK Investor Magazine.

JLEN Environmental Assets Group Ltd (LON: JLEN) has increased its NAV in the year to March 2022 and this year cash generation will benefit from higher energy prices. At the end of March 2021, NAV was reduced from 97.5p a share to 92.2p a share. Higher energy prices and well-timed investments have help to boost […]

The post JLEN Environmental increases NAV by 25% appeared first on UK Investor Magazine.

Helen Steers, Pantheon Partner and lead manager of Pantheon International Plc (ticker code: PIN), discusses the growth of the global private equity market and how investors can access it through one of the longest established private equity investment trusts.  Investors may be asking themselves how to allocate their capital in these uncertain and inflationary times. […]

The post PIP – an “all-weather” investment trust to access private equity appeared first on UK Investor Magazine.

Laura Foll, portfolio manager at the Henderson Opportunities Trust, outlines the factors driving the trust’s outperformance. Find out more information about the Henderson Opportunities Trust here. Not for onward distribution. Before investing in an investment trust referred to in this document, you should satisfy yourself as to its suitability and the risks involved, you may […]

The post UK smaller companies the key to outperformance appeared first on UK Investor Magazine.

Managers of MIGO Opportunities Trust, Nick Greenwood and Charlotte Cuthbertson presented the MIGO Opportunities Trust at the UK Investor Magazine Investment Trust Conference in early May. MIGO is a ‘trust of trusts’ investing in Investment Trusts they feel are unfairly discounted to the NAV. During the presentation, Charlotte and Nick discuss the trust’s investment strategy […]

The post Capturing deep discounts with the MIGO Opportunities ‘trust of trusts’ appeared first on UK Investor Magazine.

Will Fulton and Kerri Hunter, Investment Managers, UK Commercial Property REIT After a tough pandemic, commercial property recovered significantly in 2021 Industrials led the way, while segments of the retail and office markets remained weak The outlook for individual sectors within commercial property is diverging with asset selection increasingly important Commercial property was one of […]

The post Commercial property: the post-pandemic landscape appeared first on UK Investor Magazine.

The JPM Global Equity Income Fund will provide investors with stability in times of uncertainty through exposure to the world’s largest brands. The tragic Russian invasion of Ukraine has sent waves through financial markets and will likely continue to cause uncertainty for months to come. In such a period, investors may seek out those companies […]

The post Look to the JPM Global Equity Income Fund for reliable global brands appeared first on UK Investor Magazine.

Latin America has outperformed wider the Emerging Markets over the past year as the region’s equity join the recovery from the pandemic. Some Latin American countries were slow to implement, or opted to avoid, lockdown restrictions meaning their economies lagged other emerging markets in the recovery from the pandemic, or had deeper economic impacts. The […]

The post Two funds to consider for Latin America’s future growth appeared first on UK Investor Magazine.

The Russian invasion of Ukraine has rocked the global economy, and the market is currently experiencing higher levels of volatility which will lead investors to seek out ‘safer’ investments. The Liontrust Global Dividend might be a one such fund to consider if you’re looking for a fund with a respectable yield and protection from the […]

The post Consider the Liontrust Global Dividend Fund for a reliable yield appeared first on UK Investor Magazine.

Emerging Markets have been rocked by the Ukraine conflict, and early suggestions China could be dragged into the crisis with reports Russia requested military aid from China, there will be concerns EM equities face further downside. This downside may provide an opportunity for investors seeking a long term hold in emerging markets and prepared to […]

The post Consider ASI Emerging Markets Income Equity for an EM rebound appeared first on UK Investor Magazine.

Ongoing investor climate change concerns, coupled with the impact of Russia’s invasion of Ukraine on fossil fuel prices, will bring green energy investments back to forefront of investor minds. Having returned 66% since inception in 2017, the VT Gravis Clean Energy Income Fund is potentially worth a look for green energy and ethical investors. VT […]

The post VT Gravis Clean Energy Income Fund worth a look for green energy investors appeared first on UK Investor Magazine.

PGIM Jennison Emerging Markets Fund is the best performing fund of the 148 Investment Associations Emerging Markets OEICS and Unit Trusts, according data complied by Trustnet. However, the fund is aiming at advisors and institutional investors and isn’t easily available to UK private clients. The fund isn’t available through either AJ Bell or Hargreaves Lansdown. […]

The post Why PGIM Jennison Emerging Markets Fund is the best performing IA emerging markets fund over 5 years appeared first on UK Investor Magazine.

The invasion of Ukraine by Russia first and foremost has a terrible human cost on the people of Ukraine and thoughts will of course be with them. Sanctions imposed by the West will also hit ordinary Russia people who are facing economic consequences for the actions of their leader. These economic consequences are also playing […]

The post Consider Premier Miton Global Sustainable Optimum Income Fund for safety from geopolitical risks appeared first on UK Investor Magazine.

Seraphim Space Investment Trust (LON:SSIT) has performed strongly since it floated and there is more to come. The portfolio has 21 companies, most of which were acquired at the time of the flotation. There are plenty of potential investments in the space sector, some of which come out of the Seraphim accelerator programme. There are […]

The post Seraphim Space IT taking off appeared first on UK Investor Magazine.

The Scottish Mortgage Investment Trust has become the FTSE 100’s proxy for the health of the US tech sector in recent months as concerns of interest rate hikes rock the world’s biggest technology shares. The Scottish Mortgage share price has been in the hands of traders that target the trust because of it’s tech-heavy holdings […]

The post Is Scottish Mortgage Investment Trust now a buy? appeared first on UK Investor Magazine.

Invesco has unveiled a new suite of ESG ETFs designed to help achieve climate goals set out in the Paris Agreement on climate change. The ETFs will track MSCI indices that exclude assets deemed to damage efforts to meet the 1.5°C global warming target and aims to target asset helping the transition to the a lower […]

The post Invesco launches ESG ETFs with Paris climate change objectives appeared first on UK Investor Magazine.

Defiance ETFs has launched the first NFT Focused ETF, NFTZ, to provide investors with exposure to the burgeoning NFT marketplace. NFTs, or non-fungible tokens, have grown on popularity through 2021 with the world’s leading auction houses overseeing multi-million dollar sales of NFTs and company including Visa getting on the action by acquiring the digital art […]

The post Defiance ETFs launches first ever NFT ETF appeared first on UK Investor Magazine.

Over three years, FP Octopus UK Multi Cap Income Fund tops the IA UK Equity Income Sector. What’s the secret to its success? Chris McVey, lead fund manager, explains his approach and what it can offer investors.  Three years ago, we launched an equity income fund with a difference.  Our idea was simple – to […]

The post How the top performing UK Equity income fund picks stocks appeared first on UK Investor Magazine.

Attractive opportunities for the year ahead The next twelve months could be a challenging time for investors as inflation is rising and the authorities will probably have to tighten monetary policy to keep it under control. If this were to happen it could undermine the more expensive growth-oriented parts of the market and give new […]

The post Five investment trust picks for 2022 appeared first on UK Investor Magazine.

UK stocks continue to offer value   The Aberdeen Smaller Companies Income Trust (LON: ASCI) holds a concentrated portfolio of UK small-cap stocks with the managers focusing on quality growth opportunities with an income bias.  Their latest purchases include the Mortgage Advice Bureau, a leading mortgage intermediary platform, which has been added for its mix of income […]

The post The latest UK companies being bought by fund managers appeared first on UK Investor Magazine.

 ETF provider Rise has announced the launch of a new ETF providing European investors with access to a basket of digital payment shares. Their new ETF is designed to focus on companies enabling the digital economy with payments services as well as cryptocurrencies. Rise recently announced they had reached $500 million in AUM having previously […]

The post Rize launches new digital payments ETF appeared first on UK Investor Magazine.

With prices rising sharply it is essential to safeguard the real value of your wealth   For the first time in a generation we are seeing a meaningful increase in inflation. In the UK, the consumer prices index including owner occupiers’ housing costs rose by three percent in the 12 months to the end of August, […]

The post The best trusts to protect your portfolio against inflation appeared first on UK Investor Magazine.

Investors seeking robust capital growth should look no further than technology  The best performing sector of the market over the last decade is technology and there is every chance that the innovative companies that operate in this area will continue to thrive as we move towards a more automated and digital future. There are various […]

The post The tech trust positioned for further growth appeared first on UK Investor Magazine.

Octopus Renewables has expanded its Octopus Renewables Infrastructure Trust portfolio with the acquisition of a wind asset in Poland. Octopus have secured the Krzecin and Kuslin wind farms from PNE Group. PNE Group will continue to provide construction services for the assets which will have a total capacity of 59MW. The acquisition will be the […]

The post Octopus Renewables acquires 59MW of Polish onshore wind appeared first on UK Investor Magazine.

The launch of the new vehicle in July marked the start of a new type of space race. The Seraphim Space Investment Trust (LON: SSIT) invests in a portfolio of early and growth stage private space tech businesses. According to Morgan Stanley, this new and fast growing sector could be generating more than $1.1 trillion […]

The post Lift-off for the first ‘space tech’ investment trust appeared first on UK Investor Magazine.

By Nick Sudbury Select UK companies still offer considerable value . Simon Gergel, manager of the £789m Merchants Trust (LON: MRCH), looks for attractively valued companies with strong fundamentals that are ‘expected to pay a dividend yield above or in line with the market average’.  Based on this approach he has recently added positions in […]

The post The latest UK stocks being snapped up by fund managers appeared first on UK Investor Magazine.

The £1.7bn Murray International (LON: MYI) is a global investment trust that aims to achieve an above average dividend yield, with long-term growth in dividends and capital ahead of inflation. It is currently yielding an attractive five percent with the shares available on a wider than normal discount to NAV of seven percent. Manager Bruce […]

The post Two investment trust bargains appeared first on UK Investor Magazine.

The largest ESG ETF, BlackRock’s $22.5bn iShares ESG Aware (ESGU) product, is making progress on its thematic label. However, its inflows may be stronger than its ESG practices, according to Bloomberg Intelligence (BI). Inconsistencies in stock selection and sector allocation are becoming more important as regulators scrutinize ESG funds more closely. There seem to be […]

The post Inflows into Blackrock’s ESG ETF may not reflect best practices appeared first on UK Investor Magazine.

The investment in Outfield Technologies is part of a £576,000 round that also includes Cambridge Agritech and Amadeus. Turquoise, the UK merchant bank specialising in energy, environment and efficiency, has announced its 12th deal for the Low Carbon Innovation Fund 2 (LCIF2). Outfield provides a yield measurement and orchard management system for high value fruit […]

The post Low Carbon Innovation Fund 2 invests in Outfield Technologies appeared first on UK Investor Magazine.

Creating a family Trust is a route to establishing generational wealth. It can do this by offering tax benefits and ensuring a family’s wealth is only used for suitable purposes. What is a Family Trust? It is a legal entity set up by an individual, or a ‘settlor’, to allow beneficiaries to benefit from funds. […]

The post A guide to creating a family trust in the UK appeared first on UK Investor Magazine.

Portfolios have been actively re-positioned following the pandemic  Temple Bar’s(LON: TMPL)new managers, Nick Purves and Ian Lance, have made a number of changes to the fund since taking over the mandate last November. The value-oriented investment trust has made a decent recovery, but despite the gains they still believe that UK shares continue to be […]

The post The UK stocks being snapped up by fund managers appeared first on UK Investor Magazine.

The region could be a major beneficiary of the pickup in global economic growth  Emerging market share prices have lagged behind their developed market counterparts since the pandemic inspired sell-off in March 2020 and could offer a buying opportunity. Some of these countries are currently being held back by the delta variant, but the longer […]

The post Emerging Market trusts for a COVID recovery appeared first on UK Investor Magazine.

Unique multi-cap approach offers a 3.2% yield with downside protection  The £423m Diverse Income Trust (LON: DIVI) is an unusual vehicle that provides exposure to both large and small cap UK stocks including those listed on AIM. It benefits from a highly regarded management team led by Gervais Williams and has built up an impressive track record.  […]

The post Strong performance from the Diverse Income trust appeared first on UK Investor Magazine.

SOHO’s operating profit over the first six months of the year rose to £13.3m Triple Point Social Housing REIT (LON:SOHO) has released its results for the first-half of its current financial year. SOHO’s portfolio of properties was independently valued at £596.3m on an IFRS basis, reflecting a valuation uplift of 7.7% against the total invested […]

The post Triple Point Social Housing REIT sees valuation uplift of 7.7% for H1 2021 appeared first on UK Investor Magazine.

BNY Mellon Blockchain Innovation Fund The BNY Mellon Blockchain Innovation Fund aims to capitalise on growth in the blockchain space by targeting firms that are leveraging blockchain technology to either generate new revenue streams or reduce their cost structures by increasing their operational efficiency. Blockchain Technology It has been suggested that blockchain is one of […]

The post BNY Mellon Blockchain Innovation Fund: a diversified approach to investing in blockchain appeared first on UK Investor Magazine.

Not every fund manager is enjoying a surge in investments UK investors allocated money in their in droves in July, as £4.8bn flowed into funds last month. The number is three times higher than the figure seen in the same month last year. So far in 2021, investors have put £28.9bn into funds, while recent […]

The post Historic low rates and cash savings boost £4.8bn investment fund inflows appeared first on UK Investor Magazine.

China will keep its hawkish stance over the medium-term in order to protect the quality of growth China is set to release key economic data, including its GDP figures and inflation, which will give investors a better idea of where the world’s second largest economy stands. Analysts have suggested that the its growth could reach […]

The post BlackRock retains confidence in China despite recent clampdowns appeared first on UK Investor Magazine.

ORIT’s investment entitles it to around a 12% interest in Simply Blue Holdings Octopus Renewables Infrastructure Trust (ORIT) confirmed on Monday that it has invested €7.5m (£6.4m) into Simply Blue Holdings Limited. Simply Blue Holdings Limited is the parent company of the Simply Blue Group (SBG), a developer of sustainable marine projects focused on floating […]

The post Octopus Renewables Infrastructure Trust invests in floating offshore wind developer appeared first on UK Investor Magazine.

Prime Minister Boris Johnson and Chancellor Rishi Sunak have penned an open letter calling on UK pension schemes to spur a UK ‘investment big bang’. The duo issued a call with the aim of igniting “an Investment Big Bang” that would “unlock the hundreds of billions of pounds sitting in UK institutional investors”. Johnson and […]

The post Will the Chancellor and Prime Minister’s challenge to pension investors unleash UK ‘investment big bang’? appeared first on UK Investor Magazine.

Miton Global (LON:MIGO), the deep value and special situations fund, is significantly outperforming its benchmark so far in 2021. The ‘Premier Miton UK Value Opportunities’ fund has returned 21.8% year-to-date, exceeding its benchmark, the FTSE All Share index, by 10.1%. The strong returns come amid a challenging environment for investors, as uncertainty plagues the world […]

The post Miton Global is racing ahead of its benchmark so far in 2021 appeared first on UK Investor Magazine.

Trident welcomes Paul Smith to the board as Non-Executive Chair Trident Royalties (LON:TRR) released its Q2 operating results on Tuesday, bringing attention to a number of projects in which it has royalties. In addition to asset level progress, the second quarter saw significant board changes and the strengthening of Trident Royalties’ balance sheet. Trident’s asset […]

The post Trident Royalties provides update on royalties with Q2 activities report appeared first on UK Investor Magazine.

Sandstone has achieved returns of 28% per annum, over the past 25 years Sandstone, a UK-based private property investment company has launched the Sandstone Residential REIT, focused on traditional residential property across ten cities in the UK. The trust will allow a host of entities, including family offices, fund managers and private clients with SIPPS […]

The post Sandstone launches new REIT fund fuelled by property market growth appeared first on UK Investor Magazine.

Vietnam Holding (LON:VNH), the closed-ended fund that invests in high-growth companies in Vietnam, is celebrating its 15th anniversary today. The London-listed investment trust, launched in 2006, has followed the Southeast Asian nation through its astonishing transformation since its inception. History The fund got off to a strong start in 2006, however, it was soon greeted […]

The post Vietnam Holding celebrates 15th anniversary appeared first on UK Investor Magazine.

Figures show that women make up 10.9% of senior employees at hedge funds UBS has launched a portfolio that only invests in hedge funds headed up by women. The move is a part of the Swiss investment bank’s wider efforts to focus on diversity and identify untapped potential within the industry. UBS’s launch of the […]

The post UBS launches ‘Carmen’ portfolio to invest in women-run hedge funds appeared first on UK Investor Magazine.

The total value of the properties acquired by Triple Point comes to £14m Triple Point Social Housing REIT (LON:SOHO) confirmed on Wednesday that it has completed the acquisition of ten supported housing properties. Triple Point exchanged contracts on an additional two properties, bringing the total to 56 units at a cost of around £14m. The […]

The post Triple Point Social Housing REIT confirms acquisition of specialist housing properties across UK appeared first on UK Investor Magazine.

Evidence suggests that investing in emerging markets could deliver favourable returns and opportunities for greater portfolio diversification longer-term Goods and services from emerging market economies are vital to the every day lives of people across the UK. However, despite this being the case, UK investors are not actively investing in companies from these economies. This […]

The post Brits wary of investing emerging markets despite regularly using their goods and services appeared first on UK Investor Magazine.

Vietnam Holding Vietnam Holding (LON:VNH) is a closed-ended fund that invests in high-growth companies in Vietnam, focusing on domestic consumption, industrialisation and urbanisation. The London-listed investment trust, launched in 2006, offers nimble stock selection with integrated ESG. It has also been signed up to the United Nations Principles for Responsible Investment (PRI) for over ten […]

The post Vietnam Holding: ‘exposure to a high-growth frontier market with conviction stock ideas’ appeared first on UK Investor Magazine.

Seraphim Space Investment Trust is providing investors with an opportunity to invest in advanced space technology and the growing companies that are developing that technology. There is an intermediaries offer so small investors have a chance to take part in the £150m fundraising. As well as the fundraising at 100p a share, Seraphim Space is […]

The post Seraphim Space IT set for lift off appeared first on UK Investor Magazine.

The fund is a milestone in promoting Sharia-compliant and ethical investments in the Western world Ethos Invest, based in the UK, has launched its Financial Services & Technologies Fund, which will seek to raise £1bn in funds for private equity investments in sharia-compliant and ethical SMEs. The fund will be the first of its kind […]

The post Ethos Invest launches world’s largest sharia-compliant fund appeared first on UK Investor Magazine.

Literacy Capital is joining the Specialist Fund Segment of the Main Market on 25 June, but no new money is being raised. The company is chaired by Capita founder Paul Pindar. The focus is long-term capital growth through investment in unquoted investments and the provision of donations to charities. Literacy Capital makes an annual charitable […]

The post Specialist Fund Segment admission: Literacy Capital appeared first on UK Investor Magazine.

10% of the management fees will go towards increasing ESG investment opportunities Liontrust, the fund manager, is set to launch its investment trust next week, targeted at companies in the area of ESG (Environmental, Social, and Governance). The “Liontrust ESG Trust” will have a portfolio of around 25-30 companies from all over the world. The […]

The post Liontrust ESG trust set for launch next week appeared first on UK Investor Magazine.

The Aegon Property Income Fund will close will close permanently as the asset management company has not been able to raise sufficient liquidity to meet redemption requests. The £381m fund was suspended in March, along with other major UK property funds, as the pandemic brought about issues in ascertaining the value of underlying holdings. Aegon […]

The post Aegon closes property funds on liquidity issues appeared first on UK Investor Magazine.

£19,000 per year necessary for a ‘comfortable’ single-person household retirement Knowing how much money one needs for retirement isn’t an easy number to calculate. However, it remains of vital importance for those seeking comfort as they enter the later stages of their lives. Which?, the consumer group, has come up with estimates of annual income, […]

The post How much money is enough in retirement? appeared first on UK Investor Magazine.

The Solar Energy UCITS ETF (LON:TANN) is set to be listed on the London Stock Exchange in June and will be available for sale across Europe. Its launch, on the HANetf platform, will offer exposure to the ever-growing solar industry as establishes itself as the world’s largest source of energy. Solar Energy Solar energy is […]

The post Solar Energy UCITS ETF: an opportunity to invest in a “global megatrend” appeared first on UK Investor Magazine.

AVI Global Trust (LON:AGT) is a global investment fund that seeks long-term capital growth by investing in listed equities across the world. The AVI Global Trust has a unique approach to portfolio management with an unconstrained investment strategy that focuses on undervalued listed entities such as family controlled holding companies, other closed-end funds and a […]

The post AVI Global Trust: a unique approach to unconstrained investment selection appeared first on UK Investor Magazine.

Temple Bar Investment Trust (LON:TMPL) seeks to provide investors with a growing income combined with growth in capital. Nick Purves and Ian lance, the trust managers, aim to meet this objective by investing primarily in UK equities, across different sectors, maintaining a balance of larger and smaller/medium-sized companies, and with a bias towards FTSE 350 […]

The post Seeking undervalued UK equities with Temple Bar Investment Trust appeared first on UK Investor Magazine.

Vietnam Holding Vietnam Holding (LON:VNH) is a closed-ended fund that invests in high-growth companies in Vietnam, focusing on domestic consumption, industrialisation and urbanisation. The London-listed investment trust, launched in 2006, offers nimble stock selection with integrated ESG. “We have a team of 12 people on the ground in Vietnam actively managing the fairly concentrated portfolio”, […]

The post Vietnam Holding: investing in Asia’s rising star appeared first on UK Investor Magazine.

The outlook for the UK economy is improving as the so far successful vaccine roll-out has led the governor of the Bank of England to hint at stronger than anticipated growth in the coming months. While Andrew Bailey warned against complacency, he suggested that the United Kingdom could return to its pre-pandemic level before the […]

The post Two UK-focused funds set to benefit from a recovery appeared first on UK Investor Magazine.

Triple Point Social Housing REIT (LON:SOHO) announced on Monday that it completed the acquisition of seven new supported housing properties. The newly purchased sites, made up of 68 individual units, will cost around £12.1m. The properties are located across the UK, including the North West (24 units), the North East (23 units), Yorkshire (10 units), […]

The post Triple Point Social Housing REIT acquires seven new properties appeared first on UK Investor Magazine.

Growth Expected in 2021 China was the only major global economy to post gains during 2020, as it recovered quicker than the rest from the pandemic-induced slowdown. China recorded a growth rate of 2.3% last year, albeit its weakest performance in 44 years. Having scrapped its target for 2020, the country is aiming for a […]

The post Two funds set to benefit from China’s growth in 2021 appeared first on UK Investor Magazine.

Sponsored by Vietnam Holding. Photo Credit: Michael Tatarski Vietnam’s COVID-19 Vaccine Plans Come Into Focus While the Vietnamese government’s response to the pandemic has been among the most effective in the world over the last year (see below), their strategy regarding an eventual vaccination campaign is now becoming clear. The Prime Minister has now requested vaccinations […]

The post Vietnam’s COVID-19 Vaccine Plans Come Into Focus appeared first on UK Investor Magazine.

ESG ETFs see new high of $210bn assets under management ETFs (Exchange-Traded Funds) have reached a record high of $8trn assets under management (AuM) as investors scour the market for options that meet ESG (environmental, social and governance) standards. This is according to data collected in February by trackInsight, a global Exchange-Traded Funds analysis platform. […]

The post ESG trend lifts global ETF industry to $8trn appeared first on UK Investor Magazine.

Scottish Mortgage Investment Trust Share Price The Scottish Mortgage Investment Trust (LON:SMT) was down by 7% in morning trading on Thursday. It is a continuation of a recent trend for Baillie Gifford’s flagship investment trust which saw sharp falls throughout February. Since the middle of February, when the Scottish Mortgage Investment Trust was valued at […]

The post Why the Scottish Mortgage Investment Trust share price is sinking appeared first on UK Investor Magazine.

JLEN will invest around £21.2m over the next 12-15 months JLEN (LON:JLEN), the environmental infrastructure fund, confirmed on Wednesday that it has acquired a 100% stake in Gigabox South Road Limited (GSRL). JLEN, the FTSE 250 company, has said it will invest around £21.2m over the next 12-15 months as a part of the acquisition […]

The post JLEN gains exposure to battery storage by acquiring GSRL appeared first on UK Investor Magazine.

The BlackRock Circular Economy Fund report has outlined how the coronavirus pandemic threatened to stall the world’s transition towards ‘circular’ solutions to economic issues. However, as consumer preferences have changed, corporations have increased awareness, and governments have implemented regulations, the sector looks set to get back on track in 2021. The fund’s managers have identified […]

The post BlackRock Circular Economy Fund highlights key sectors for 2021 appeared first on UK Investor Magazine.

Miton Global Opportunities Founded in 2004, Miton Global Opportunities (LON:MIGO) has evolved to become a deep value and special situations fund. The fund’s aim is to buy discounted investment trusts that have a “catalyst for change”. Miton Global offers a diversified fund with a range of geographical locations and a variety of assets, including equities […]

The post Seeking out deep value with Miton Global Opportunities appeared first on UK Investor Magazine.

Triple Point Social Housing REIT (LON:SOHO) was one of three organisations that presented investment opportunities at February’s UK Investor Magazine Virtual Investor Conference.  High impact investment strategy The trust’s aim is to allow investors to get a solid long-term return while having a positive impact on society. Their mission is geared towards addressing the ongoing […]

The post Triple Point Social Housing REIT: high yield with a high social impact appeared first on UK Investor Magazine.

The US economy is recovering from the coronavirus-induced downturn faster than anticipated. The Congressional Budget Office (CBO), a non-political branch of America’s legislature, forecasts economic growth to increase by 1.7% per year from 2020-2004.  If one lesson can be learned from the coronavirus pandemic heading forward, it is the importance of innovation. Shopping and working […]

The post ARK Invest Innovation ETF: all set for further gains in 2021 appeared first on UK Investor Magazine.

Goldman Sachs believes the economy is at “the beginning of a structural bull market for commodities”. The New York-based investment bank has even drawn comparisons to the 2000s copper boom when the price of copper quadrupled in line with increased demand in emerging markets, particularly China.  With copper being one of the commodities tipped to […]

The post Three funds set to benefit from a commodities supercycle appeared first on UK Investor Magazine.

Renewable energy Towards the end of 2020 Boris Johnson launched a green plan, vowing to expand the renewable energy sector. This included a pledge to quadruple the capacity of offshore wind power within the next ten years. The UK prime minister also announced his intention to ban the sale of diesel and petrol cars by […]

The post Octopus Renewables Infrastructure Trust: a diversified option as the world looks to renewables appeared first on UK Investor Magazine.

Great Point Entertainment Income Trust is set to raise £200m in an IPO for a first of its kind trust focussed on TV and Film productions. The trust will be managed by Great Point Investments who will utilise a wealth of experience in the sector, investing £488m in projects such as Doc Martin for ITV, […]

The post Great Point Entertainment Income Trust to harness TV and Film productions with £200m IPO appeared first on UK Investor Magazine.

The Southeast Asian region encompasses some of the fastest growing frontier Asian economies, enjoying growth rates once only associated with China and longed for by India. Indeed, China’s success is now spilling over into these economies in the form of manufacturing migration and favourable demographics similar to India makes the Southeast Asia region ripe for […]

The post Two Southeast Asia Funds for regional economic expansion appeared first on UK Investor Magazine.

Invesco have launched a new Japan and Asia Pacific focussed ETFs to add to their existing suite of ESG ETFs. The ETF will track a customised versions of MSCI ESG indices in the same way Invesco’s existing ESG Equity ETFs track indices in Europe and the US. Invesco builds their ESG ETFs by taking MSCI […]

The post Invesco launches new Japan-focused ‘ESG Momentum’ ETFs appeared first on UK Investor Magazine.

OnePlanetCapital has revealed plans to launch a specialist sustainability EIS Fund to invest in businesses tackling climate change. The sustainably driven investment house announced the plans as Prince Charles urges firms to do more to protect the planet. The fund is focused on climate change, the environment and consumer sustainability. OnePlanetCapital was founded in 2019 […]

The post OnePlanetCapital launches fund to invest in businesses tackling climate change appeared first on UK Investor Magazine.

ESG and Impact Investing were rapidly growing investment themes before the coronavirus pandemic and the latest data from TrackInsight highlights investors continued to allocate capital to ESG ETFs. This was despite volatility in the wider market that presented a plethora of opportunities across more established themes, Analysis by ETF research platform TrackInsight found ESG ETFs […]

The post ESG ETFs boom in 2020 as AUM triples appeared first on UK Investor Magazine.

iShares UK Dividend ETF In an era of diminished dividend pay-outs due to the COVID-19 pandemic, the iShares UK Dividend ETF (LON:IUKD) offers a diversified approach to high yielding UK companies.  With a distribution yield of 4%, this ETF provides investors with a basket of income shares with a higher yield than peer funds that […]

The post Three UK-focused fund picks for 2021 appeared first on UK Investor Magazine.

Last month saw Lombard Odier launch a Natural Capital strategy, allowing the opportunity to invest in public companies that focus on the regenerative power of nature; Natural Capital. According to the global wealth and asset manager, Natural Capital “will deliver strong growth and become the winners of the future.” The fund was developed by Lombard […]

The post Lombard Odier: Our Natural Capital fund will “deliver strong growth” appeared first on UK Investor Magazine.

Setting out what has been a challenging and resilient year of trading, Schroder AsiaPacific Fund (LON:SDP) Chairman, Nicholas Smith, walked investors through the fund’s 2020 results and dividend payments. In what will be Mr Smith’s final year at the helm, he stated that the fund’s NAV produced a positive NAV return of 17.7%, outperforming its […]

The post Schroder AsiaPacific cuts dividend by 17.5% appeared first on UK Investor Magazine.

Mounting fears of a no-deal Brexit scenario have caused UK equity funds to shed more than $2bn in the past two months, as investors opt to put their money elsewhere amid doubts over a sustained FTSE recovery. Data from financial intelligence agency EPFR Global revealed that $2.4bn has been withdrawn from funds exposed to the […]

The post No-deal fears cause UK equity fund exodus appeared first on UK Investor Magazine.

‘Sustainable Transformation Accelerator’, Novethic, announced on Thursday that it has launched ‘MARKET DATA’, a quarterly summary of three trends within the European sustainable funds market. The organization said that the three thematic Market Data publications are based on ‘in-depth’ research and new additions to the Novethic databases. It added that investors will benefit from the […]

The post Novethic launches sustainable funds database appeared first on UK Investor Magazine.

Despite COVID uncertainty, FTSE 250 listed JPMorgan Japanese Investment Trust (LON:JFJ) boasted ‘very strong returns’ during the financial year ended 30 September 2020. The company said that its benchmark, the TOPIX, had fallen by as much as 30% by late March, having hit an all-time-high just four months prior. Despite this, the company reported that […]

The post JPMorgan Japanese IT boasts 41% total returns appeared first on UK Investor Magazine.

Between the end of March and end of September, Sequoia Economic Infrastructure Income Fund (LON:SEQI) has boasted “solid progress despite [a] challenging environment”. During the six-month period, the company reported a share price return of 14.4% during the period, with a 37.8% increase posted in the three-month period between March 18 and June 18 2020. […]

The post Sequoia EII Fund reports ‘solid progress’ appeared first on UK Investor Magazine.

Last Friday, fund management group Baillie Gifford joined ranks of investors and social media users in criticising the CSR and sustainability credentials of online fashion store, Boohoo Group (AIM:BOO). This followed the announcement that Boohoo would be bringing in renowned judge, Sir Brian Levison, and auditors KPMG, to probe the company’s internal ethics. The decision […]

The post Will Baillie Gifford follow through on its ethical enforcement? appeared first on UK Investor Magazine.

With the UK suffering more than most at the hand of the COVID pandemic – and watching its GDP shed 19.8% during the second quarter – it appears only natural that investors are chomping at the bit, and trying to climb aboard the British economic recovery train. Having displayed some optimism following Pfizer and Moderna […]

The post Three fund picks to see your portfolio build back better during the UK recovery appeared first on UK Investor Magazine.

The Treasury, Bank of England and FCA announced on Friday that they’d be convening to try and facilitate increased investment in ‘productive finance’. The organisations said that productive finance is that which expands productive capacity, sustainable growth and economic contributions. The FCA stated that areas requiring investment include: “plant and equipment (which can help businesses […]

The post Treasury, Bank of England and FCA to facilitate investment in productive finance appeared first on UK Investor Magazine.

As global markets continue to be gripped by the Coronavirus pandemic, the recent US election also had its part to play in the recent volatility. The strung-out election week saw US big tech stocks surge, which helped to see Nasdaq bounce over 6%, while the Dow Jones hiked up by around 3.5% amid the results. […]

The post North American funds and the “tectonic shift toward sustainability” appeared first on UK Investor Magazine.

In September this year, Reuters reported that investors managing trillions in assets and more than 120 business leaders had urged the European Union to cut carbon emissions by at least 55% by 2030. The mounting climate crisis has increasingly drawn the attention of investors the world over in recent years, highlighting the opportunity to accelerate […]

The post M&G launches new Climate Change Solutions fund appeared first on UK Investor Magazine.

Speaking ahead of the US election, blue chip investment managers, BlackRock, said that tense competition would continue between the US and China regarding tech, trade and investment. However, they believe a Biden presidency will also herald a return to ‘predictable’ trade and foreign policy, which would support emerging market assets and broader risk sentiment in […]

The post Funds to watch during the Biden Emerging Market renaissance appeared first on UK Investor Magazine.

The European Securities and Markets Authority (ESMA) – the European Union’s securities markets regulator – has published a report on the preparedness of investment funds with significant exposures to corporate debt and real estate assets, warning managers to buckle up for potential future adverse liquidity and valuation shocks. What did the report find? The report […]

The post ESMA warns fund managers to prepare for future adverse shocks appeared first on UK Investor Magazine.

Vietnam is one of the few countries which has emerged from the Covid-19 pandemic in relatively good shape. To date, the South-East Asian country has registered just over 1,100 cases and only 35 deaths, thanks to a prompt and proactive response in clamping down on the virus early on in the year, and subsequently its […]

The post Vietnam: How Asia’s blossoming economy tackled the pandemic appeared first on UK Investor Magazine.

Impact investor WHEB Asset Management LLP (WHEB) is set to launch a Dublin-based UCIT (Undertakings for the Collective Investment in Transferable Securities) fund designed to make sure investors can continue to contribute to their sustainable impact funds whatever the outcome of the ongoing Brexit talks with the European Union. WHEB was launched in 2009 with […]

The post FP WHEB Sustainable Impact Fund: impact investors gear up for the post-Brexit world appeared first on UK Investor Magazine.

Speaking on one of the world’s largest and fastest-growing economies, Fund Manager of the India Capital Growth Fund (LON:IGC), David Cornell, told the UK Investor Magazine what to be excited about as India recovers from the Covid slump. What makes India’s economy tick, and how is it innovating? According to Mr Cornell, India’s tech sector […]

The post India Capital Growth Fund says aspirational Indians are ‘biggest opportunity on the planet’ appeared first on UK Investor Magazine.

The UK government has released a statement confirming a £200 million investment in the Port Infrastructure Fund, as part of its drive to “ramp up preparations for the end of the transition period” and build new facilities along the coast designed to “handle new customs requirements under the new Border Operating Model” proposed back in […]

The post UK announces £200m post-Brexit port infrastructure fund appeared first on UK Investor Magazine.

Copenhagen Infrastructure Partners (CPI) have secured €4 billion from investors in commitments for its new renewable energy fund, Copenhagen Infrastructure IV (CIP IV). The Danish investment firm – which specialises in renewable infrastructure projects, particularly wind power – has attracted investors from across the Nordic countries, as well as the UK and Australia. Expected to […]

The post CIP secures €4bn investment for greenfield renewables fund appeared first on UK Investor Magazine.

With the FTSE 100 dominated by overseas dollar earners, we see exposure to the UK’s smaller companies as the best way to position for a recovery in the UK economy. The below trusts satisfy the mandate with a range of exciting UK-listed companies, many of whom flourished during the COVID-19 restriction period. BlackRock Throgmorton Trust […]

The post Two Investment Trusts for the UK’s economic recovery appeared first on UK Investor Magazine.

Sponsored by Vietnam Holding Two investment trends have taken centre stage during the season of COVID-19. The first one is Gold, an ancient asset whose appeal is set deep with the human psyche. The other is ESG, a three-letter acronym for Environmental and Social Governance, that has left the cloisters of project finance and become […]

The post Investing better and ESG with Vietnam Holding Investment Trust appeared first on UK Investor Magazine.

ESG Funds have grown in popularity over the past 18 months as the asset management industry wakes up to investor demand for investment vehicles that provide some good, as well as a financial return. There is a wide range of fund structures and investment mandates that could fall under the ‘ESG Fund’ banner. This is […]

The post ESG Funds: 3 Funds with strong environmental, social and governance characteristics appeared first on UK Investor Magazine.

Wealth management and private banking firm Coutts announced on Wednesday that it was targeting a 25% reduction in carbon emissions emitted from its funds and portfolios by the end of 2021. The pledge was made in the company’s 2020 Sustainability Report, which also found that the firm had achieved a 23% reduction in carbon emissions […]

The post Coutts commits to 25% carbon reduction across its assets by the end of 2021 appeared first on UK Investor Magazine.

West African focused gold mining company Cora Gold (AIM:CORA) announced on Thursday that it had secured a $21 million mandate and term sheet with investment firm Lionhead Capital Advisors, to fund the development of its Sanakoro Project in Southern Mali. Lionhead will act as the lead investor and arranger on behalf of the consortium of […]

The post Cora Gold secures conditional $21m to fund its Sanankoro Project appeared first on UK Investor Magazine.

JP Morgan Brazil Investment Trust stands out as a recovery play to the global coronavirus recession with exposure to Brazil’s domestic market, and companies operating on the global stage. Brazil has recorded the second highest number of coronavirus cases globally, as well as the third highest number of deaths. Sadly, as with many other countries, […]

The post JP Morgan Brazil Investment Trust provides exposure to economic recovery in Latin America appeared first on UK Investor Magazine.

Despite the rough end to the year caused by Coronavirus, renewables asset management company JLEN (LON:JLEN) reported on its ability to remain a dependable source of income for its investors, and on recent additions to its portfolio, in its full-year results published on Thursday. The company reported that power price forecasts had driven down its […]

The post JLEN offers attractive income despite Coronavirus crunch appeared first on UK Investor Magazine.

Equities have sunk during the coronavirus-indiced selloff and now offer a range of opportunities that haven’t been seen since the financial crisis. Those choosing to use the services of fund managers are being presented with a plethora of options to take advantage of the low prices in equities. ETFs that follow the price of indices […]

The post Equity Funds to buy to navigate the coronavirus crisis appeared first on UK Investor Magazine.

Octopus Renewables Infrastructure Trust (LON:ORIT) announced on Tuesday that it had acquired the Ljungbyholm Wind Farm from OX2 for a consideration of £59 million, including future construction payments. After the completion of the acquisition, Octopus Renewables will own 100% of the the construction-ready wind farm project. The project is located in Kalmar in Southern Sweden, […]

The post Octopus Renewables spends £59m of IPO proceeds on Ljungbyholm Wind Farm appeared first on UK Investor Magazine.

Coronavirus hasn’t yet had its fill of using equities, assets and national economies as chew toys, and will almost certainly weigh on people and capital the world-over, for a good chunk of 2020. One asset class I can’t help but feel sorry for (in the midst of the biggest dips since 2008) are sustainable and […]

The post Sustainable Investment vs Coronavirus: stay the course & think long-term appeared first on UK Investor Magazine.

The Invesco S&P 500 UCITS ETF has reached $10 billion of assets under management, which has been revealed in an update on Wednesday. This makes this fund the first of its kind which is listed in Europe to reach this milestone, which is a notable achievement for Invesco. The market was told in today’s update […]

The post Invesco S&P 500 UCITS ETF reaches $10 billion UAM appeared first on UK Investor Magazine.

Most of Western Europe is struggling with economic stagnation induced by a contracting manufacturing sector. By looking further east to the Ukraine you will find a economy not so heavily reliant of capital intensive manufacturing but one being propelled forward by talent in the technology sector. Ukraine’s economy grew at 4.1% year-on-year to the third […]

The post Look to iShares JP Morgan Emerging Markets Bond ETF for exposure to Ukraine’s growing economy appeared first on UK Investor Magazine.

Brewin Dolphin (LON:BRW) have told the market about two updates to operations on Wednesday. The first update comes in the form of a trading statement, and has reported progress for the wealth and asset manager. Brewin Dolphin said that they have seen their total funds rise 7.8% over its first quarter period, which ended in […]

The post Brewin Dolphin see 7.8% quarterly rise in funds, as Chief Executive announces retirement appeared first on UK Investor Magazine.

On January 17th, New York-based global bank Citi (NYSE:C) announced the launch of the $150 million Citi Impact Fund, an investment drive aimed at “double bottom line” US-based private sector companies which generate financial profit and have a positive impact on society. CEO Michael Corbat commented on the launch, “It takes companies of all sizes […]

The post Citi sets an ambitious tone for 2020 with $150 million Impact Investing fund appeared first on UK Investor Magazine.

Integrafin Holdings PLC (LON:IHP) have said on Tuesday that its first quarter fund inflow reached a new record for the company within an impressive update. The firm noted its platform rose to over £39 billion, which has left shares in green. Shares in Integrafin trade at 459p (+0.99%). 21/1/20 11:53BST. As of December 31, the […]

The post Integrafin report highest ever quarterly inflows as 2020 starts strong appeared first on UK Investor Magazine.

BlackRock (NYSE:BLK) CEO Larry Fink’s 2020 letter has focused on climate change and outlined plans for the world’s largest asset manager to reduce investments in those companies that damage the environment. Many investors have recently focused on the impact of sustainability of their portfolios and the 2020 letter signals a shift in major asset management. […]

The post BlackRock to focus on ESG and climate change in 2020 appeared first on UK Investor Magazine.

Purpose Investments and HANetf are set to launch the first Medial Cannabis UCITS EFT (CBSX). The Medical Cannabis and Wellness ETF is the first medical cannabis focused ETF to be listed in Europe, and shows significant headway in the commercialization and marketing of cannabis based products. CBSX will list in Germany initially, with a Total […]

The post Purpose Investments and HANetf launch first Medical Cannabis UCITS ETF appeared first on UK Investor Magazine.

Rathbone Brothers (LON:RAT) have reported a rise in annual funds under management, however inflows declined. In 2019, Rathbone said that they had funds under management and administration of £50.4 million, which showed a 14% growth compared to a year ago. The Investment Management unit increased FUMA by 12% to £43.0 billion, with the Unit Trusts […]

The post Rathbone Brothers report a rise in annual funds but inflows fall appeared first on UK Investor Magazine.

Monks Investment Trust PLC (LON: MNKS) have given shareholders a disappointing update, in which the firm admitted to underperformance. Monks Investment Trust was incorporated in 1929 and was one of three trusts founded in the late 1920s by a group of investors headed by Sir Auckland Geddes. Baillie Gifford is the parent organization of Monks […]

The post Monks Investment Trust underperform in testing market conditions appeared first on UK Investor Magazine.

Brewin Dolphin Holdings plc (LON: BRW) have seen their shares jump after the firm reported a rise in funds across its financial year. Brewin Dolphin plc is one of the largest British investment management and financial planning firms with 39 offices throughout the UK and Channel Islands. Shares of Brewin Dolphin jumped 1.55% to 347p. […]

The post Brewin Dolphin shares jump on rising funds report appeared first on UK Investor Magazine.

BlackRock BGF Circular Economy Working with fund manager Evy Hambro and his team at BlackRock, the Ellen MacArthur Foundation highlighted specific areas of the circular economy, such as addressing the 30% waste of nutrients throughout the value chain, as targets for investment. On Ellen MacArthur Foundation suggestions, the BlackRock team are to undergo a qualification […]

The post Three Impact Investing funds supporting positive environmental and social development goals appeared first on UK Investor Magazine.

Invesco Ltd (NYSE: IVZ) has launched a UCITS ETF that offers investors access to the Kuwait equity market. This comes as a development of the inclusion in the MSCI Emerging Markets Index planned for 2020. The Invesco MSCI Kuwait UCITS ETF provides exposure to approximately 85% of the market capitalisation in Kuwait, including companies involved […]

The post Invesco announces access to Kuwait equity market appeared first on UK Investor Magazine.

US based Alexion Pharmaceuticals (NASDAQ: ALXN) are set to buy Achillion (NASDAQ: ACHN) in a reported $930 million deal. This will stampede Alexion’s dominance in the pharmaceuticals market for treating rare blood disorders. Alexion has offered $6.30 per Achillion share, and including extra contingencies rise up to $8.30 per share. Alexion faced a tough financial […]

The post Alexion set to buy Achillion Pharmaceuticals appeared first on UK Investor Magazine.

In a milestone partnership for the asset management industry, BlackRock have partnered with the Ellen MacArthur Foundation to launch a circular economy fund. The circular economy is an approach that aims to stamp out the ‘take-make-waste’ model of the linear economy by reducing pollution, keeping materials in the economy and preventing deforestation. The fund named […]

The post BlackRock launches Circular Economy fund in conjunction with the Ellen MacArthur Foundation appeared first on UK Investor Magazine.

JLEN Environmental Assets Group Ltd (LON: JLEN) offers investors exposure to renewable energy infrastructure assets. The focus is operational projects that use proven technologies The current portfolio includes wind, solar and anaerobic digestion, plus waste water infrastructure assets. Formerly known as John Laing Environmental Assets, prior to Foresight taking on the management of the investment […]

The post JLEN’s income attractions appeared first on UK Investor Magazine.

Picture of angels ? More SEIS and Angels Moving higher up the risk spectrum we have reached the Seed Enterprise Investment Scheme (SEIS), which was introduced in 2011. This is for even smaller and earlier stage start-up companies that are less than 2 years, with lower limits of staff to 50 and far lower gross […]

The post Angels deserve to pay even less tax appeared first on UK Investor Magazine.

Early stage technology investment company Sure Ventures provides small investors with exposure to early stage companies involved with high growth activities, such as virtual reality, Internet of Things and fintech. The focus is early stage companies based in the UK and Ireland, where there are many significant opportunities. The type of technologies these companies are […]

The post Sure Ventures plans to make technologies reality appeared first on UK Investor Magazine.

A new Innovative Finance ISA (IFISA) focused on specialist care home investments has launched in the UK, offering annual returns of up to 7 percent. Brought to the market by The Barbican Group, the ethical ISA will support over 83 specialist healthcare properties in the UK that look after the most vulnerable. The Barbican Group, […]

The post Innovative Finance ISA launched for care home investments appeared first on UK Investor Magazine.

iShares JP Morgan Emerging Market Local Government Bonds ETF A great income provider, this low cost bond ETF is an excellent way to invest in a broad basket of emerging market fixed income. Emerging market assets are inherently higher risk than those of developed markets, and that is reflected in the higher yield for holding […]

The post Boosting your income with this iShares Emerging Markets bond ETF appeared first on UK Investor Magazine.

This Asian-focused open-ended investment company (OEIC) targets high conviction selections in the Asia-Pacific region, excluding Japan. As it stands, the fund holds obligatory Chinese household names Alibaba and Tencent, which tend to dominate the top ten holdings of most Asian Emerging Market OEICs and Unit Trusts, but in particular, interest is peaked by the exposure […]

The post Target Asian growth with Allianz Total Return Asian Equity appeared first on UK Investor Magazine.

Cambridge Innovation Capital, a University of Cambridge initiative supporting businesses and growth in the city, has raised £75 million in new capital in an oversubscribed fundraising round. CIC is the preferred investor of the University of Cambridge and has previously committed £33 million to 13 companies in the technology and healthcare sectors, a growing industry […]

The post University of Cambridge investor raises £75 million in oversubscribed round appeared first on UK Investor Magazine.

We had a look which are the ten best performing funds in the first seven months of 2016. Gold funds are storming the top ranks this year on the back of rising gold prices. No.10: BlackRock GF World Mining The world’s biggest mining fund, aiming at investing at least 70% of its assets in shares […]

The post Top 10 best performing funds this year appeared first on UK Investor Magazine.

London based BlackRock Investment Strategy Trust this week announced that it will review its’ investment objectives and policies on terms of sustainability amid the changing economic conditions following last month’s Brexit vote. In the announcement published on the London Stock Exchange the Trusts stated: “Since the implementation of the new investment objective and policy, interest […]

The post BlackRock Income Strategies to revise investment strategy post-Brexit appeared first on UK Investor Magazine.

Bitcoin Capital, a cryptocurrency fund managed by Startjoin Tech CEO Max Keiser, showed the potential for bitcoin by raising over $1 million through a crowdfunding campaign on platform BnkToTheFuture. Bitcoin Capital will invest funds in mining, early-stage startups and cryptocurrencies, with daily dividends paid out in bitcoin. The fund is described as high return and […]

The post Cryptocurrency fund offers alternative investment appeared first on UK Investor Magazine.

Aberdeen Asset Management (LON:ADN), Europe’s largest listed fund manager, reported a 7% fall in assets under management; with total net outflows of £9.9 billion during the quarter as institutional investors continue to reduce exposure to Asia and emerging markets equities. In the same quarter last year, Aberdeen saw outflows of £8.8 billion, raising concerns at […]

The post Aberdeen Asset Management reports 7% drop in assets appeared first on UK Investor Magazine.

Led by fund manager Chris Taylor, Neptune Japan Opportunities Fund’s objective is to generate consistent capital growth by investing predominantly in a concentrated portfolio of Japanese securities. Monetary easing, increased public spending and reforms to increase competitiveness are three initiatives that are helping Japanese PM Shinzo Abe get Japan’s economy back on track. The so-called […]

The post Chris Taylor grows Neptune Japan Opportunities Fund appeared first on UK Investor Magazine.

George Osborne’s recent decision to force renewable energy generators to pay the climate change levy has been a strong blow to wind and solar power investment funds. Last week shares in Drax Group, who operate Britain’s largest power station are are leading the way in using sustainable biomass as a form of renewable power, fell […]

The post Changes to climate change levy hits renewable investment funds appeared first on UK Investor Magazine.

A new survey by Bank of America Merril Lynch has found that nearly half of fund managers believed Greece could default, but do not think it likely that that a Grexit will occur. Of over 200 fund managers surveyed, only 15% believe that the Greek talks will end with Greece exiting Europe, compared to 42% […]

The post Fund managers predicted Greece likely to default, but not exit appeared first on UK Investor Magazine.

As China enters a bear market, Fidelity China Special Situations (LON:FCSS) has fallen in unison, now down over 20% from intraday highs seen in late May. The Investment Trust that counts Tencent Holdings, Hutchinson China Meditech and China Pacific Insurance among its top ten holdings, enjoyed strong gains earlier this year after spending much of […]

The post Fidelity China Special Situations suffers heavy losses appeared first on UK Investor Magazine.

Neil Woodford, top performing fund manager, set up the Woodford Equity Income Fund in June last year after leaving Invesco Perpetual. Those that were unsure whether to stick with the funds he used to manage at Invesco, or switch to his new fund needn’t have worried; Woodford Equity Income has performed well since it’s launch, […]

The post Woodford Equity Income Fund gives solid performance appeared first on UK Investor Magazine.

Aberdeen Asset Management’s Japan Investment Trust appears to be one to watch, boasting a solid performance; share prices have risen 5.7% over the past 3 months and are up 41.14% on the year. Their biggest holdings include Japan Tobacco (4.9%), Shin-Etsu Chemical (4.6%) FANUC (4.5%), with 28% of the fund in the consumer goods sector, […]

The post Aberdeen Japan Investment Trust performing well appeared first on UK Investor Magazine.

The popularity of Exchange Traded Funds has exploded in recent years as investors seek cheaper ways of gaining diversity in broad based equity funds. The tactical investor has also taken a shine to ETFs. The passive nature of ETFs mean investors gain exposure to a predefined basket of stocks such as the FTSE 100 or […]

The post 5 low-cost index tracking ETFs appeared first on UK Investor Magazine.

The Reserve Bank of India has cut rates for the third time this year. The move by the central bank was an attempt to further stimulate the Indian economy as investor expectations run ahead of the real economy. The key repo rate was cut by 25 basis points to 7.25%. Previous moves this year came […]

The post India cuts interest rates by 0.25% appeared first on UK Investor Magazine.

The Chinese stock market has rallied again and its leading index in Hong Kong hit another 7 year high. Private investors in China are shifting their money out of property into stocks, and those that don’t feel satisfied with the amount they have invested into shares are borrowing to boost their exposure. Some have asked […]

The post Chinese funds to consider as stocks soar appeared first on UK Investor Magazine.