This year, Temple Bar celebrates its centenary. One hundred years is a long time in any walk of life – long enough to have witnessed the Wall Street Crash, two world wars, the dot-com bubble, a global financial crisis, a pandemic, and today, fresh conflict in the Middle East. In our view, through all of […]

The post Temple Bar: A century of value investing appeared first on UK Investor Magazine.

This presentation, hosted by Dynam Capital, the fund manager of VNH, offers insights into the Company’s recent performance and future outlook.

The post Vietnam Holding Limited: Interim Update 2026 appeared first on UK Investor Magazine.

Luke Bartholomew, Amanda Yeaman, Rebecca Maclean and Thomas Moore.   Last November’s Budget appeared to set the stage for a more positive outlook for UK equities. The Chancellor built herself some room to manoeuvre and tax hikes were not as severe as feared. The gilt market was tamed, and bond yields started to drop. There was a sense that the UK may be about to turn a […]

The post The UK Budget: 100 days on  appeared first on UK Investor Magazine.

Watch the latest manager update video featuring James Thom and Rita Tahilramani, Co-managers of Aberdeen New India Investment Trust.

The post Aberdeen New India Investment Trust: Manager update video appeared first on UK Investor Magazine.

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.

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.

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.

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.

Jeremy Naylor sits down with Nick Train, Manager of the Finsbury Growth & Income Trust, to delve into the portfolio and the trust’s focus on FTSE 100 AI beneficiaries. Find out more about Finsbury Growth & Income Trust here. After a challenging start to 2026 for a number of Finsbury Growth & Income Trust’s digitally […]

The post Nick Train: Pursuing superior returns in FTSE 100 AI beneficiaries appeared first on UK Investor Magazine.

Thomas Moore, Manager of Aberdeen Equity Income Trust, and Iain Pyle, Manager of Shires Income, discuss the rationale, structure and shareholder implications surrounding the proposed combination of Aberdeen Equity Income Trust with Shires Income.

The post Recommended combination of Aberdeen Equity Income Trust with Shires Income 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.

Managed by Neuberger Berman, a leading private markets investor, NBPE leverages the strength of Neuberger Berman’s platform, relationships, deal flow and expertise to access the most attractive investment opportunities, providing shareholders with access to a portfolio of direct investments diversified by manager, sector, geography and size. Download the presentation slides.

The post Neuberger Berman Private Equity Investor Presentation January 2026 appeared first on UK Investor Magazine.

HarbourVest Global Private Equity (HVPE) is a listed investment company that provides investors with access to private company investments. Listed on the Main Market of the London Stock Exchange, HVPE sits in the FTSE 250 and has a net assets of $4.2 billion and a market capitalisation of approximately £2.2 billion as at 31 October […]

The post HarbourVest Global Private Equity Investor Presentation January 2026 appeared first on UK Investor Magazine.

The Association of Investment Companies (AIC) was founded in 1932 to represent investment trusts – the oldest form of collective investment. Today, the AIC represents 350 investment companies, investment trusts, venture capital trusts (VCTs) and other closed-ended funds. Download the presentation slides.

The post The Association of Investment Companies (AIC) Investor Presentation January 2026 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.

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.

Join us for an in-depth conversation with Craig Martin, Chairman of Dynam Capital, the investment manager behind Vietnam Holding (VNH). As Vietnam celebrates its newly acquired emerging market status and its equity index reaches record highs, Craig shares his insights on one of Asia’s most dynamic investment opportunities. Find out more about Vietnam Holding here. […]

The post A nimble approach to harnessing 8% GDP growth and attractive valuations with Vietnam Holding 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 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.

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.

Watch the latest manager update video for Aberdeen Asia Focus, featuring Lead Manager, Gabriel Sacks.

The post What’s driving growth in Asian smaller companies 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.

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.

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.

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.

In this episode, we sit down with Matt Cable, Fund Manager at Rights & Issues Investment Trust, to explore his investment strategy and approach to UK smaller companies. Find out more about the Rights & Issues Investment Trust here. Matt discusses what sets his fund apart from peers, the practical implications of being style agnostic, […]

The post The case for high-quality UK smaller companies with Rights & Issues Investment 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.

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.

Download the presentation slides. Aberdeen Asian Income Fund Limited targets consistent income and capital growth from a fund invested in some of Asia’s most successful and promising companies, expertly managed by teams on the ground.

The post Aberdeen Asian Income Fund Investor Presentation September 2025 appeared first on UK Investor Magazine.

Download the presentation slides. EJF Investments Ltd is a closed‐end fund that trades on the Specialist Fund Segment of the Main Market of London Stock Exchange plc under the symbol “EJFI.” EJFI’s objective is to provide shareholders with attractive risk adjusted returns through regular dividends and capital growth over the long term.

The post EJF Investments Investor Presentation September 2025 appeared first on UK Investor Magazine.

Download the presentation slides. 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.

The post Vietnam Holding Investor Presentation September 2025 appeared first on UK Investor Magazine.

Ben Ritchie, Co-manager of Dunedin Income Growth Investment Trust, introduces the trust and provides insights into his career in investment management.

The post Dunedin Income Growth Investment Trust : Meet the manager appeared first on UK Investor Magazine.

The UK Investor Magazine was thrilled to welcome Thomas Moore, Fund Manager of Aberdeen Equity Income Trust, to discuss the trust’s award-winning strategy and approach to achieving a high yield from the full spectrum of UK equities. The trust has earned AIC Dividend Hero status and won Best Income Trust at the Online Money Awards. […]

The post Index-beating yields, BP v Shell, and navigating UK politics with Aberdeen Equity Income Trust 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.

The UK Investor Magazine was thrilled to welcome Alastair Unwin, Deputy Manager of Polar Capital Technology Trust, to delve into the trust and its focus on the adoption of artificial intelligence. The Polar Capital Technology Trust aims to be at the forefront of this transition, seeking to identify and invest in the real drivers and beneficiaries of AI adoption – carefully […]

The post US Tech Shares and the Rise of Agentic AI with Polar Capital Technology Trust 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.

The UK Investor Magazine was thrilled to welcome Iain Pyle, Fund Manager at Shires Income, for a comprehensive discussion about the investment trust that currently provides investors with a 5.3% yield. This is a podcast for UK equity enthusiasts. We start by exploring the Shires Income approach to achieving a market-beating yield for investors, touching […]

The post A differentiated approach to UK equity income with Shires Income’s Iain Pyle 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.

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.

The UK Investor Magazine was delighted to welcome Isaac Thong, Co-Manager of Aberdeen Asian Income Fund, to explore the trust’s portfolio and approach to achieving a substantial yield for its investors. Find out more about Aberdeen Asian Income Fund here. We begin by exploring the Aberdeen Asian Income Fund’s objectives and strategy. Isaac outlines the […]

The post High yields, AI bellwethers, and Indonesian banks with Aberdeen Asian Income Fund 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.

Iain Pyle, Fund Manager of Shires Income talks through the fund’s recent performance which includes an in depth looking at some of the fund’s holdings, why they exited much loved high street bakery chain Greggs and what a Labour Government might mean for the UK Equity landscape. Capital at risk.

The post Shires Income: 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.

Download the presentation slides. Temple Bar is a well-established investment company, taking a value approach combined with deep fundamental analysis to offer something distinct to investors. The Trust is managed by Nick Purves and Ian lance of Redwheel , who have more than fifty years of investment experience between them and have been working as […]

The post Temple Bar Investment Trust Investor Presentation June 2025 appeared first on UK Investor Magazine.

Download the presentation slides. British Land is a UK commercial property company focused on real estate sectors with the strongest operational fundamentals: London campuses, retail parks, and London urban logistics. The Company owns or manages a portfolio valued at £13.6bn (British Land share: £8.9bn) as at 30 September 2024.

The post British Land Investor Presentation June 2025 appeared first on UK Investor Magazine.

Download the presentation slides. JPMorgan UK Small Cap Growth & Income plc aims to give investors access to the fast growing, innovative smaller companies that help drive the UK domestic economy. The Company is managed by a team dedicated to finding the most attractive, high-quality companies from this broad and diversified universe.

The post JPMorgan UK Small Cap Growth & Income Investor Presentation June 2025 appeared first on UK Investor Magazine.

Kartik Kumar, Co-Portfolio Manager of Aurora UK Alpha provides an insight into the company’s research intensive process of selecting underlying holdings.

The post Aurora UK Alpha Investment Presentation May 2025 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.

Charles Luke, Manager, Murray Income Trust  “It’s a rare business that doesn’t have a way worse future than it has a past.” – Charlie Munger  On Murray Income Trust, quality is our lodestar. It is the guiding philosophy that drives our investment decision-making, helping us uncover those companies that can deliver strong, repeatable returns year […]

The post The unswerving search for quality  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.

As we approach the fifth anniversary of Redwheel’s appointment as investment managers to the Temple Bar portfolio, in our latest update video, chairman Richard Wyatt examines Nick and Ian’s progress to date, along with recent developments in the UK equity market and their implications for the Temple Bar dividend.  Past performance is not a guide […]

The post Temple Bar Investment Trust Chairman Update 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.

The UK Investor Magazine was delighted to welcome Craig Martin, Chairman of Dynam Capital, the manager of the Vietnam Holding Investment Trust, back to the podcast to delve into the impact of tariffs on Vietnam and the portfolio. Explore the Vietnam Holding Investment Trust here. Vietnam was hit by punitive tariffs in Donald Trump’s ‘Liberation […]

The post Focusing on long-term fundamentals with Vietnam Holding 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.

The UK Investor Magazine was delighted to welcome Gaurav Narain, Principal Advisor of the India Capital Growth Fund, for a deep dive into Indian growth companies amid tariff-induced volatility. The India Capital Growth Fund Investment Trust specialises in high growth Indian equities and has returned over 41% over the past three years. Please find out […]

The post The opportunity in Indian equities amid tariff volatility with India Capital Growth Fund 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.

Martin Connaghan, Co-Manager of Murray International outlines the trust’s strategy and objectives and highlights some key themes within the portfolio.

The post Murray International Trust: Elevator Pitch appeared first on UK Investor Magazine.

The UK Investor Magazine was delighted to welcome Martin Connaghan, Co-Portfolio Manager of the Murray International Trust, for a deep dive into the trust and its approach to building a high-conviction global income portfolio. Find out more about the Murray International Trust here. We start by exploring the trust’s geographical weighting and why the Murray […]

The post Broadcom, Taylor Wimpey, and high-conviction global income with Murray International Trust 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.

Gabriel Sacks, Manager of Aberdeen Asia Focus, outlines the trust’s strategy and objectives, and highlights some key themes within the portfolio. 

The post Aberdeen Asia Focus: Meet the manager 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.

Download the presentation slides. abrdn Equity Income Trust plc is an investment trust with a premium listing on the London Stock Exchange. Established on 14 November 1991, it offers investors access to an actively managed portfolio of UK quoted companies. The trust employs an index-agnostic investment approach, focusing on identifying and capitalising on opportunities across […]

The post abrdn Equity Income Trust Investor Presentation March 2025 appeared first on UK Investor Magazine.

Download the presentation slides. Rights and Issues Investment Trust PLC managed by Jupiter, is a London listed closed ended investment company which invests in a portfolio of primarily UK Small and Mid-cap companies.

The post Rights and Issues Investment Trust Investor Presentation March 2025 appeared first on UK Investor Magazine.

Download the presentation slides. JPMorgan Global Emerging Markets Income Investment Trust plc provides 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 but also growth companies in this exciting equity sector. This gives the […]

The post JPMorgan Global Emerging Markets Income Investment Trust Investor Presentation March 2025 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.

Martin Connaghan, Samantha Fitzpatrick, Co-Managers of Murray International Trust PLC  Donald Trump’s arrival at the White House has unleashed a flurry of activity. However, while we have clarity on some areas of his policy agenda, companies across the world are still waiting to hear more on the issue that, arguably, affects them most – tariffs.   […]

The post Navigating the Trump tariffs  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.

Download the Presentation Slides here. CT Private Equity Trust offers a simple way to become a Private Equity Investor. We make it possible for smaller, individual investors to access the complex world of private equity and make it part of their investment portfolio simply by buying our shares. We invest in high-quality small and mid-sized […]

The post CT Private Equity Trust Investor Presentation January 2025  appeared first on UK Investor Magazine.

Download the Presentation Slides here. Managed by Neuberger Berman, a leading private markets investor, NBPE leverages the strength of Neuberger Berman’s platform, relationships, deal flow and expertise to access the most attractive investment opportunities, providing shareholders with access to a portfolio of direct investments diversified by manager, sector, geography and size.

The post Neuberger Berman Private Equity Partners Investor Presentation January 2025  appeared first on UK Investor Magazine.

Download the Presentation Slides here. Oakley Capital Investments (“OCI”) offers shareholders consistent long-term returns in excess of the FTSE All-Share Index by providing exposure to private equity returns, where value is typically created through market growth, consolidation and performance improvements. OCI invests in Funds managed by Oakley Capital, which partners with high-growth founder-led European businesses […]

The post Oakley Capital Investments Investor Presentation January 2025  appeared first on UK Investor Magazine.

Download the Presentation Slides here. HarbourVest Global Private Equity (HVPE) is a listed investment company that provides investors with access to private company investments. Listed on the Main Market of the London Stock Exchange, HVPE sits in the FTSE 250 and has net assets of $4.0 billion and a market capitalisation of approximately £1.9 billion […]

The post HarbourVest Global Private Equity Investor Presentation January 2025 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.

Since we believe that fund manager ‘start of year outlooks’ are rarely of any use, we do not intend adding to the dozens that have already been published. Instead, our natural contrarian instincts inspire us to look backwards rather than forwards, so below we review what we were saying early last year and how it […]

The post The ‘total return kings’ revisited 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.

The UK Investor Magazine was thrilled to welcome Craig Martin, Chairman of Dynam Capital, the manager of the Vietnam Holding Investment Trust, back to the podcast for a review of 2024 and a look at what investors can expect to look forward to in 2025. Explore Vietnam Holding’s Investment Trust Centre Vietnam Holding’s peer group-leading […]

The post Vietnam Holding: Leading the peer group in 2024 and the 2025 outlook appeared first on UK Investor Magazine.

Leading investment trust fund managers have revealed their top stock selections for the coming year. Ranging from a leading consumer healthcare business to Vietnam’s top technology company, investment trust managers share some of their best ideas for the new year with UK Investor Magazine readers. Ian Lance, Fund Manager, Temple Bar Investment Trust Find out […]

The post Top stock picks for 2025 by investment trust fund managers appeared first on UK Investor Magazine.

On November 30, the National Assembly approved the largest infrastructure project in Vietnam’s history: the US$67 billion, 1,500-kilometer-long high-speed rail (HSR) line connecting Hanoi and Ho Chi Minh City.  Some versions of this hugely ambitious development have been under consideration for years, though it was rejected in the early 2010s due to cost concerns.  Vietnam’s […]

The post Planes, trains, and automobiles  appeared first on UK Investor Magazine.

Starting to save early can make a huge difference in your child’s future, providing them with the financial support they need for those big moments in life.  “An investment account is for life, children, not just for Christmas, so that’s the way we’re going this year.” It’s not a line to endear you to your […]

The post Investing for Children this Christmas  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.

Download the presentation slides. 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.

The post Vietnam Holding Investor Presentation November 2024 appeared first on UK Investor Magazine.

Download the presentation slides. Aurora Investment Trust is managed by Phoenix Asset Management Partners. Their research process often takes years. It has involved everything from hanging around with Games Workshop fanatics to analysing the Indian deodorant market. They’ve monitored cricket bat prices for their work on Sports Direct, recruited mystery shoppers for Morrisons, and tracked […]

The post Aurora Investment Trust Investor Presentation November 2024 appeared first on UK Investor Magazine.

Download the presentation slides. Temple Bar is a well-established investment company, taking a value approach combined with deep fundamental analysis to offer something distinct to investors. The Trust is managed by Nick Purves and Ian lance of Redwheel , who have more than fifty years of investment experience between them and have been working as […]

The post Temple Bar Investment Trust Investor Presentation November 2024 appeared first on UK Investor Magazine.

Investment trusts: a versatile choice for long-term investors  Investment trusts have stood the test of time. The first investment trust was launched in the 1860s, “to give the investor of moderate means the same advantages as the large capitalists”. They have been fulfilling this role ever since, democratising access to investment markets and bringing choice […]

The post Investment trusts: a versatile choice for long-term investors  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.

NextEnergy Solar Fund is a specialist solar energy & energy storage investment company listed on the main market of the London Stock Exchange and is a constituent of the FTSE 250.  NextEnergy Solar Fund invests primarily in utility scale solar assets, alongside complementary ancillary technologies, like energy storage. Learn more about NESF through the video.

The post NextEnergy Solar Fund is a specialist solar energy & energy storage investment company 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.

James Douglas, Fund Manager on the Polar Capital Healthcare team, outlines the Polar Capital Global Healthcare trust’s approach to artificial intelligence in the sector. Providing an overview of secular growth themes within healthcare, Douglas highlights how artificial intelligence and machine learning is creating opportunities in the healthcare sector. In addition to the general efficiencies across […]

The post Polar Capital Global Healthcare: AI innovation and the outlook for healthcare 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.

The UK Investor Magazine was delighted to welcome Nick Purves, Fund Manager of the Temple Bar Investment Trust, for an insightful discussion about UK shares and the trust’s approach to value investing. Explore the Temple Bar Investment Trust in the UK Investor Magazine Investment Trust Centre. Temple Bar are value investors seeking out UK shares […]

The post Selecting neglected UK shares, takeovers, and a UK rerating with Temple Bar Investment Trust 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.

The UK Investor Magazine was thrilled to welcome James Thom, lead manager of the abrdn New India Investment Trust, to the Podcast for a deep dive into the portfolio and the opportunity in India. Although the trust is managed on a bottom-up basis, we start by looking at the macro environment and the strength of […]

The post Investing in high-quality Indian equities with the abrdn New India Investment Trust appeared first on UK Investor Magazine.

Temple Bar’s investment objective is to provide investors with a growing income combined with growth in capital. It aims to meet this objective by investing primarily in UK equities, across different sectors, maintaining a balance of larger and smaller/medium-sized companies. The Trust has a bias towards FTSE 350 companies.

The post An introduction to the Temple Bar Investment Trust appeared first on UK Investor Magazine.

The post Temple Bar Investment Trust 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.

The UK Investor Magazine was delighted to welcome Craig Martin, Executive Chairman of Dynan Capital, the manager of the Vietnam Holding Investment Trust, back to the podcast to discuss the expansion of Vietnam’s semi-conductor industry and what it means for Vietnam Holding. Please watch Vietnam Holding’s presentation with FPT here. We explore what could be […]

The post Vietnam’s expanding semi-conductor and AI sector with Vietnam Holding appeared first on UK Investor Magazine.

The webinar discusses the growing potential for Vietnam to participate in the global IT and semiconductor supply chain, with the joining of FPT Corporation (HOSE: FPT) – Vietnam Holding’s largest portfolio holding.

The post Vietnam in the Global Digital Race 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.

Thanks in part to the demand for AI applications, semiconductor chips have become one of the most important tech products globally.   Nvidia, the cutting-edge chip designer, has seen its market cap explode over the last year and is now one of the world’s most valuable companies. Taiwan Semiconductor Manufacturing Company (TSMC), the leading producer of […]

The post Vietnam’s Semiconductor Dreams  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.

The Aurora Investment Trust’s research process often takes years. The trust takes extraordinary steps to build a picture of a company before investing, including ‘hanging around with Games Workshop fanatics’ and monitoring cricket bat prices to assess Sports Direct. The outcome for investors is a highly concentrated portfolio of between 12-20 high-conviction selections. The portfolio’s […]

The post Aurora Investment Trust’s Investment Process appeared first on UK Investor Magazine.

Gary Channon, a Partner at Phoenix Asset Management Partners, the manager of the Aurora Investment Trust, details their investment thesis for Barratt Developments, explaining the extensive research techniques employed to value the company when the rest of the market shunned the housebuilding company

The post Aurora Investment Trust Case Study: Barratt Developments appeared first on UK Investor Magazine.

The UK Investor Magazine Podcast was delighted to be joined by Abby Glennie, Deputy Head of Smaller Companies at abrdn, for a deep dive into UK smaller companies and the abrdn UK Smaller Companies Growth Trust. We start with a discussion about the strategy, looking at the trust’s bottom-up approach to UK smaller companies. Abby […]

The post Identifying high-quality UK small caps with Aberdeen UK Smaller Companies Growth Trust 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.

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.

Craig Martin, Chairman of Dynam Capital and the manager of Vietnam Holding, moderates the Panel Discussion “Moving Vietnamese Manufacturing up the Value Chain” at the Vietnam ESG Investor Conference 2024. Video courtesy of Vietcetera 

The post Moving Vietnamese Manufacturing up the Value Chain appeared first on UK Investor Magazine.

Vietnam Holding is excellently positioned to benefit from Vietnam’s export boom through its substantial holding in Gemadept, one of the country’s top two shipping and logistics companies. Vietnam Holding has carefully constructed a market-leading portfolio, with Gemadept taking a large proportion of it. This portfolio plays into key themes, including Vietnam’s industrialisation, digitalisation, and domestic […]

The post Vietnam Holding: Gemadept delivers exposure to Vietnam’s export boom 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.

According to the 8th Southeast Asia Digital Economy Report, Vietnam had the fastest-growing digital economy for the second year in a row in 2022. It is expected to retain this title through 2025. This growth comes as the government aims for the digital economy to make up 20% of total GDP by the end of […]

The post Vietnam’s e-commerce – an awakening dragon 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.

The UK Investor Magazine was thrilled to be joined by Yoojeong Oh, Investment Manager of abrdn Asian Income Fund, to explore the London-listed Investment Trust yielding 5.8%. Yoojeong starts by explaining the quality of the trust’s income attributes, detailing a consistent dividend cover and 40% dividend cover held in revenue reserves. Find out more about […]

The post Investing in high-yielding Asian equities with abrdn Asian Income Fund appeared first on UK Investor Magazine.

Peter Hamid, Vice President at NextEnergy Solar Fund, presents at the UK Investor Magazine Investor Conference at the London Stock Exchange 13th March 2024. Download Presentation Slides here NextEnergy Solar Fund is a leading specialist solar energy and energy storage investment company that is listed on the premium segment of the London Stock Exchange and […]

The post NextEnergy Solar Fund Investor Presentation March 2024 appeared first on UK Investor Magazine.

Pruksa Iamthongthong and James Thom, co-managers of Asia Dragon Trust plc Asia is rich with growth stories: from Indonesia, where resource wealth is driving a consumer boom, to Vietnam, where foreign direct investment is an engine for change, to India, where sound economic management and innovation are creating new opportunities. But in 2023, investors focused […]

The post Beyond China: Asia’s growth stories appeared first on UK Investor Magazine.

NextEnergy Solar Fund is a leading specialist solar energy and energy storage investment company that is listed on the premium segment of the London Stock Exchange and is a constituent of the FTSE 250. NextEnergy Solar Fund invests primarily in utility scale solar assets, alongside complementary ancillary technologies, like energy storage. NextEnergy Solar Fund is […]

The post Why invest in NextEnergy Solar Fund? 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.

by Eric Chan, Investment Manager, abrdn Asian Income Fund Limited Eric Chan pens his thoughts on his recent trip to Australia, where he spoke to some of our holdings and potential prospects around their businesses and the broader macro outlook there. Purpose of the trip I wanted to get a better feel of where our […]

The post On The Road: Australia 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.

Craig Martin, Chairman of Dynam Capital and the manager of Vietnam Holding, provides a review of 2023 and the outlook for 2024. Vietnam Holding was the best-performing Vietnam-focused investment trust of 2023 as the share price returned 24% to investors. This compares to a low single-digit return and a loss for peers. In addition to […]

The post Vietnam Holding 2023 Review & 2024 Outlook appeared first on UK Investor Magazine.

To paraphrase Mark Twain, reports of the demise of UK equity markets have been much exaggerated. Over 2023, UK companies have delivered strong operational performance, dividend growth and record levels of buybacks. Yet investor sentiment has remained bleak. We see a range of factors that might convince investors this is a market worth another look. […]

The post The return of UK equities appeared first on UK Investor Magazine.

The UK Investor Magazine was thrilled to welcome Ross Grier, COO & Head of UK Investments, NextEnergy Capital, for a deep-dive into the NextEnergy Solar Fund (LON:NESF). Find out more about the NextEnergy Solar Fund here. NextEnergy Solar Fund is an FTSE 250 solar-focused renewable energy infrastructure investment trust with a Net Asset Value (NA) of […]

The post A progressive dividend and deeply attractive discount with the NextEnergy Solar Fund 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.

By James Henderson While balance sheet discipline is often a welcome feature of a potential investment, occasionally it pays to consider businesses that are spending cash on themselves, as we have done for Lowland Investment Company. Listen to any fund manager presentation and the core script will almost invariably include lines like this: “We buy […]

The post Cash burners can fire outstanding returns appeared first on UK Investor Magazine.

Our 15 Stock Picks for 2024 selects shares from the entire universe of London-listed companies ranging from FTSE 100 stalwarts to exciting AIM-listed growth companies and diversified Investment Trusts. Anglo American Anglo American presents an attractive value proposition for 2024. The diversified miner’s PE Ratio is just 5x 12-month trailing earnings. Although there are questions about the […]

The post Top 15 Stock Picks for 2024 appeared first on UK Investor Magazine.

Vietnam Holding Investor Presentation December 2023. Vietnam Holding (LON:VNH) invests in high-growth companies in Vietnam, focusing on domestic consumption, industrialisation and urbanisation. Craig Martin, Chairman of Dynam Capital, the manager of Vietnam Holding, presents at a London Stock Exchange event.

The post Vietnam Holding Investor Presentation December 2023 appeared first on UK Investor Magazine.

After almost 40 years with Aberdeen Asset Management (now abrdn) – including 28 years founding and running abrdn Asia Focus investment trust (AAS) – venerable Asia hand Hugh Young is finally to hang up his managerial boots, or at least leave them on the step for his teammate and successor Gabriel Sacks to step into. […]

The post Team ethos key for abrdn Asia Focus plc as pioneer Hugh Young retires appeared first on UK Investor Magazine.

Dan Nickols, head of strategy, UK small and mid-cap at Jupiter Asset Management and manager of the Rights and Issues Investment Trust delivers a compelling case for UK growth companies at a time when many stocks within the sector offer deep historical value. Visit the Rights and Issues Investment Trusts website here. Dan explains the current […]

The post The cyclical opportunity in UK small and mid-cap shares with the Rights and Issues Investment Trust 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.

Adam English, Fund Manager of the M&G Credit Income Investment Trust, provides an introduction to the trust and investment strategy.

The post M&G Credit Income Investment Trust Introduction 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 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.

The UK Investor Magazine was thrilled to welcome Craig Martin, Chairman of Dynam Capital, the manager of Vietnam Holding, for a deep dive into the trust’s portfolio companies. Download the Vietnam Holding annual report Craig has provided a comprehensive analysis of the Vietnamese economy in previous podcasts. In his latest instalment, Craig Martin offers deep […]

The post Exploring Vietnam Holding’s portfolio companies with Craig Martin 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.

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.

Rights and Issues Investment Trust presents at the UK Investor Magazine Virtual Investment Conference September 2023 Download Presentation Slides Here Rights and Issues Investment Trust PLC (‘the Company’) is a London listed closed ended investment company which invests in a portfolio of primarily UK Small and Mid-cap companies. The Company invests in equities with an […]

The post Rights and Issues Investment Trust Presentation September 2023 appeared first on UK Investor Magazine.

Foresight Sustainable Forestry Company Investment Trust presents at the UK Investor Magazine Investment Trust Conference September 2023 Download Presentation Slides Here Foresight Sustainable Forestry Company provides investors the opportunity for real returns and capital appreciation driven by the prevailing global imbalance between supply and demand for timber; the inflation-protection qualities of UK land freeholds; and […]

The post Foresight Sustainable Forestry Company Investment Trust Presentation September 2023 appeared first on UK Investor Magazine.

Foresight Sustainable Forestry Company provides investors the opportunity for real returns and capital appreciation driven by the prevailing global imbalance between supply and demand for timber; the inflation-protection qualities of UK land freeholds; and biological tree growth of 3% to 4% not correlated to financial markets. The Company targets a net total return of more […]

The post Foresight Sustainable Forestry Company Skills Training Programme 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.

Shortly after the Vietnamese government approved the long-awaited Power Development Plan 8 (PDP8) in mid-May, northern Vietnam endured a severe energy shortage that hobbled manufacturing and left residents struggling to combat extreme heat. A perfect storm of record electricity consumption due to high temperatures combined with drought-stricken hydropower reservoirs running out of water created a […]

The post While challenges remain, Vietnam’s PDP8 presents huge future opportunities 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.

Iain Pyle, Investment Manager, Shires Income plc It’s been a strong year for UK dividends, with underlying growth of 16.5%Corporate earnings have proved robust in spite of slowing economic activityDespite recent outperformance, the UK market remains close to a record discount when compared to other developed markets As the interest rate environment has changed, investors […]

The post The building blocks for an income strategy: resilience, growth and diversification appeared first on UK Investor Magazine.

The UK Investor Magazine was thrilled to welcome Ian Lance, Portfolio Manager at Temple Bar Investment Trust, for a deep dive into their trust and UK equities. Temple Bar Investment Trust managers Ian Lance and Nick Purves have dedicated their careers to seeking out undervalued UK equities. We discuss how this approach has performed over […]

The post Finding value in UK equities with Temple Bar Investment Trust 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.

There are many risks for the global economy in 2023, but there are also encouraging signsAsia is benefitting from the reopening of China and improving investor confidenceReliable cash flow and dividends are likely to be highly valued by investors this year Last year saw a significant adjustment in financial markets, as inflationary pressures ushered in […]

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The Temple Bar Investment Trust presents at the UK Investor Magazine Virtual Investment Trust Conference March 2023. Download Presentation Slides Here. Temple Bar’s investment objective is to provide investors with a growing income combined with growth in capital. It aims to meet this objective by investing primarily in UK equities, across different sectors, maintaining a […]

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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 […]

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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 […]

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Temple Bar Investment Trust (LON:TMPL) Portfolio Managers Ian Lance and Nick Purves present the Trusts classic approach to value investing at the UK Investor Magazine Virtual Conference. Temple Bar Investment Trust’s focus is on identifying undervalued UK equities that are ‘misunderstood by investors’. With ongoing stimulus by central banks, the portfolio has a significant exposure […]

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