Free, reliable research on Investment Trusts and REITS. Sign up here: https://teapawt.org/t.co/0Z0t1eI6uj Important Disclaimers: https://teapawt.org/t.co/5XGoWlqJtR
London, England
Joined October 2013
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Gavin Lumsden, head of news @QuotedData, says: "You can get more of our news on investment companies in our free, daily newsletter." Register here: f32ll.share-eu1.hsforms.com/…
Shares in Syncona #SYNC got a much-needed boost in the half year to 30 September as stake building by activist Saba and progress by the fund’s life sciences companies raised hopes that a £250m return of capital can be achieved. tinyurl.com/bdebbjpd 1/2
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"Progress across #SYNC's maturing life sciences portfolio, most notably positive pivotal trial data from Beacon Therapeutics’ gene therapy for inherited blindness, which represents an important step towards regulatory approval, were encouraging," said Matthew Read @QuotedData
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Henderson Far East Income #HFEL, the highest yielding trust in the AIC Asia Pacific Equity Income sector and its worst performer, has raised its dividend for a 19th consecutive year and added more to technology holdings where it has been underweight. tinyurl.com/6yypdxx4 1/2
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Matthew Read, senior analyst at @QuotedData , said: “While Henderson Far East Income’s NAV performance was strong in absolute terms, its income mandate has inevitably limited its exposure to the technology giants that have been driving Asian markets recently." #HFEL
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Montanaro UK Smaller Companies #MTU has rewarded patient shareholders with a strong first half result. Against a backdrop of high energy prices and rising interest rates, the stock picks of fund managers Charles and Adam Montanaro grew 22.6%. tinyurl.com/37af9njx
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David Batchelor, senior analyst at @QuotedData, said: “#MTU’s strong performance over the half year is particularly encouraging given that the quality growth companies favoured by its managers remain out of favour."
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Scottish Oriental Smaller Cos #SST underperformed by over 26% in the year to 31 August. The £280m trust, which announced a strategic review a month ago, reported a 6.5% loss vs 19.8% gain for the MSCI AC Asia ex Japan Small Cap index. tinyurl.com/37af9njx
Regional REIT #RGL, the regional office fund made more progress on cutting debt in Q3. Property sales of £8.9m and £32.2m year to date at an average 11% below book value reduced gross borrowings to £233.1m from £266.2m at the end of last year. 1/2 tinyurl.com/37af9njx
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@RichWilliamsQD, senior analyst at @QuotedData, said: “RGL continues to make progress in strengthening its balance sheet, although the challenging regional office market is still weighing on operational performance.”
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Nvidia $NVDA shares, a number one holding in the Allianz #ATT, Manchester & London #MNL and Polar Capital #PCT investment trusts, plunged 13% this afternoon after the resignation of chief executive Jensen Huang. quoteddata.com/2026/11/top-t…
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Schroder Oriental Income #SOI has consolidated its position at the top of the Asia Pacific Equity Income sector with an impressive 51.7% investment return in the year to 31 August while notching up 20 years of dividend growth, tinyurl.com/4naf6sf6
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Matthew Read, senior analyst @QuotedData, said these were very strong results from #SOI with net asset value “outperforming the benchmark by a decent margin despite the extraordinary concentration of Asian market gains in AI-related stocks."
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🚨Don't miss '@QuotedData's In The HotSeat' on Friday 13 November 2026 at 11am where the team will be joined Richard Hickman of HarbouVest Global Private Equity.
tinyurl.com/WNSHVPE
#QuotedData #News #PrivateMarkets
🤖 Made with AI
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Eight years of outperformance has been followed by three of the opposite for AVI Global #AGT. Recent results are frustrating for fund manager Joe Bauernfreund but the activist value investor says a 42% discount on his investments makes an upturn likely. tinyurl.com/5xvpjysm
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Cordiant Digital Infrastructure #CORD is definitely changing name to Corilis after receiving 99.4% support at an EGM. CORD ticker stays. This follows Canada’s Cordiant Capital's sale of its stake in fund manager Cordiant Digital Infrastructure Management tinyurl.com/38nhrdr6
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Utilico Emerging Markets #UEM had a challenging October with net asset value (NAV) falling by 4.8%, although this was better than the MSCI Emerging Markets index which fell 8.8%. quoteddata.com/2026/11/morni…
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3i Group #III, the £26bn private equity giant standing on a 17.7% discount, announces a second £750m share buyback programme to immediately follow the first one launched in May, which was its first in 21 years. quoteddata.com/2026/11/morni…
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Some news causing debate @QuotedData. Templeton Emerging Markets #TEM is seeking approval to lift a 12% cap on single stocks to four percentage points above a weighting in the MSCI Emerging Markets index, subject to an absolute ceiling of 25%. 🧵1/3 tinyurl.com/yhr7b953
The request has been triggered by the surge in TSMC, Taiwan’s semiconductor foundry, which was 15.6% of the benchmark & 18.2% of #TEM at 30 Sept. Franklin Templeton managers Chetan Sehgal and Andrew Ness want the flexibility to invest more, up to 25%, if they want. 2/3
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Matthew Read, senior analyst @QuotedData, appreciates the problem but says: "However, those of us that are old enough to remember the dotcom boom and subsequent crash, know that escalators do not go to the sky and that there will ultimately be a significant period of adjustment."
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