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    Home » Investment Trusts » Page 4

    Browsing: Investment Trusts

    Global smaller companies trust Herald has stepped up efforts to resolve its dispute with Saba
    Investment Trusts

    Herald seeks tax-efficient Saba solution

    By James CruxMarch 27, 20260

    Global smaller companies trust Herald (HRI) has stepped up efforts to resolve its dispute with Saba Capital. Meanwhile, manager Katie…

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    Polar Capital Technology is one of the best tech specialist funds around

    By Steven FrazerMarch 25, 20260

    Initiation of coverage POLAR CAPITAL TECHNOLOGY TRUST (PCT) 504.25p Market cap: £5.62 billion Benchmark: Dow Jones Global Technology Index Snapshot…

    Relative performance was helped by Claverhouse’s overweight positions in Barclays and NatWest
    Investment Trusts

    JPMorgan Claverhouse beats benchmark

    By James CruxMarch 25, 20260

    Despite a mixed geopolitical backdrop, investment trust JPMorgan Claverhouse (JCH) outperformed its FTSE All-Share benchmark in FY25. The portfolio benefitted…

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    Sharesify podcast, with JPMorgan Claverhouse

    By Ian ConwayMarch 20, 20260

    In this latest Sharesify podcast special, the team welcomes Anthony Lynch, co-manager of JPMorgan Claverhouse Investment Trust (JCH), to discuss…

    beat its benchmark again in 2025
    Investment Trusts

    Allianz Tech Trust beats benchmark again as AI/chips drive returns

    By Steven FrazerMarch 16, 20260

    Allianz Technology Trust (ATT) beat its benchmark again in 2025. This was supported by strong gains in semiconductor stocks and…

    Scottish Mortgage Investment Trust (SMT)
    Investment Trusts

    Popular Scottish Mortgage trust wants to ante up private holdings

    By Steven FrazerMarch 16, 20260

    The Scottish Mortgage Investment Trust (SMT) wants to up its exposure to ambitious private companies. The global growth fund is…

    F&C delivers 55th consecutive dividend increase
    Investment Trusts

    F&C delivers 55th consecutive dividend increase

    By James CruxMarch 16, 20260

    Global fund F&C (FCIT) underperformed its benchmark in 2025 as the weak dollar and some disappointments in Europe and the…

    Liontrust has agreed to acquire River Global’s asset management arm for £9.7m
    News

    Liontrust acquires River Global’s asset management arm

    By James CruxMarch 16, 20260

    Active fund manager Liontrust (LIO), has agreed to acquire River Global’s (RVRG) asset management arm in an all-share deal worth…

    AVI Japan Opportunity Trust’s positive performance continued in 2025
    Investment Trusts

    AJOT’s conviction remains ‘as high as ever’

    By James CruxMarch 13, 20260

    AVI Japan Opportunity Trust’s (AJOT) positive performance continued in 2025. This was a transformative year which saw the fund merge…

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    Sharesify podcast, featuring Emma Bird of Winterflood, talking investment trusts

    By Steven FrazerMarch 12, 20260

    In our latest podcast, Sharesify’s Steven Frazer and James Crux welcome Winterflood’s head of investment trusts research, Emma Bird. They…

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    Sharesify podcast 29 May 2026

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