Browsing: Investment Trusts
Despite a mixed geopolitical backdrop, investment trust JPMorgan Claverhouse (JCH) outperformed its FTSE All-Share benchmark in FY25. The portfolio benefitted…
Specialist value-seeking trust Temple Bar (TMPL) posted another year of outstanding performance in 2025. After a near 20% NAV total…
Against a volatile backdrop for markets, investment trust JPMorgan Global Growth & Income (JGGI) generated a 9.1% H1 NAV return.…
Allianz Technology Trust (ATT) beat its benchmark again in 2025. This was supported by strong gains in semiconductor stocks and…
The Scottish Mortgage Investment Trust (SMT) wants to up its exposure to ambitious private companies. The global growth fund is…
Global fund F&C (FCIT) underperformed its benchmark in 2025 as the weak dollar and some disappointments in Europe and the…
AVI Japan Opportunity Trust’s (AJOT) positive performance continued in 2025. This was a transformative year which saw the fund merge…
Law Debenture (LWDB) built on its strong track record by delivering a net asset value (NAV) total return of 28.4%…
If you were asked to pick three key investment themes so far in 2026, what would you choose? Energy and…
Edinburgh Worldwide (EWI) has launched a 100% tender offer as the trust looks to conclude its battle with Saba Capital.…