9 July 2025
3i Infrastructure plc – James Dawes, CFO3i Infrastructure’s CFO, James Dawes discusses the fund’s investment objectives and the investment process. He also gives us a brief breakdown of what’s in the fund and the overall performance since IPO.
25 June 2025
The 24 investment trusts trading on a premium in 2025The number of London-listed investment trusts trading at a premium to the underlying value of their assets has moved higher this year as investors show greater willingness to pay up for certain strategies.
There are currently 24 investment trusts trading at a premium to net asset value, up from 19 at this time last year but still some way off...
24 June 2025
Takeover frenzy: number of investment trusts shrinks by 17% in three yearsA £175 million bid for Downing Renewables & Infrastructure represents the 10th investment trust to receive a takeover offer this year – and several more have been the target of bidding wars.
With so many trusts trading well below the underlying value of their portfolio, it’s feasible to suggest takeover action will continue for the rest of the year...
13 June 2025
Why are investment trust discounts so high?Some investment trusts are trading at bigger discounts than usual, with the average discount sitting at 14%, according to the AIC. But some trusts trade at discounts of more than 50% - we reveal the trusts on a bigger than normal discount.
A total of 26 investment trusts trade on a discount that is more than five percentage points greater than...
23 April 2025
Why is my investment trust on a ‘discount’?The idea of your investment trading on a ‘discount’ is not necessarily a phrase that instils confidence. But in the world of investment trusts, it’s a regular occurrence.
In fact, the average Global Equity investment trust currently trades on a 7.1% discount, according to Winterflood. And this doesn’t mean that your investment is losing money. So...
22 April 2025
The changes we’ve made to the Favourite fund list - 22 April 2025We’re always reviewing our Favourite funds list to make sure we’re confident in our picks, and ready to make changes if needed. Following a recent review, we’ve made a couple of updates – adding the Rathbone Ethical Bond fund and removing the CT Responsible Sterling Corporate Bond fund.
We’ve added the Rathbone Ethical Bond fund as we think it’s a...
9 April 2025
Investing in the US: Bellevue Healthcare Trust, Paul Major, Portfolio managerMartin Gamble, Shares Education Editor, chats to Paul Major from Bellevue Asset Management about the impact of US political changes on the healthcare industry. They also discuss the investment strategies of the Bellevue Healthcare Trust and their focus on innovative companies.
14 March 2025
WS Gresham House UK Smaller Companies Fund - Ken Wotton, Lead managerKen Wotton discusses the WS Gresham House UK Smaller Companies Fund, his career journey and current role at Gresham House. He highlights the challenges faced during the global financial crisis and Covid, and explains the investment approach focusing on fundamentals and high conviction.
5 March 2025
Smithson Investment Trust – Simon Barnard, Portfolio ManagerPortfolio Manager for Smithson Investment Trust, Simon Barnard talks us through the trust’s investment objectives, their investment process, new discoveries and more.
00:11 – Simon’s background and role
00:25 – What are the trust’s investment objectives?
01:15 – Investment process and how an idea is generated
02:50 – Any new exciting...
4 March 2025
Fidelity China Special Situations PLC - Dale Nicholls, Portfolio ManagerDale Nicholls, Portfolio Manager for Fidelity China Special Situations discusses the trust's long term investment performance, how they generate ideas for the portfolio and the investment case for Chinese equities.
25 February 2025
Patria Private Equity Trust plc - Alan Gauld, Senior Investment DirectorAlan Gauld, Senior Investment Director discusses the Patria Private Equity Trust, changes in the management and highlights its performance in 2024. It covers improvements in cash flows, increased debt facility, and portfolio growth.
21 February 2025
Blue Whale Growth Fund - Stephen Yiu, Chief Investment OfficerStephen Yiu discusses his career journey along with the investment strategies and the performance of the Blue Whale Growth Fund. He emphasises the importance of evolving with the market and conducting detailed in-house research.
18 February 2025
Fidelity European Trust, Marcel Stötzel, Portfolio ManagerMarcel Stötzel runs through the trust's investment goals and details how they generate ideas for inclusion in the Fidelity European Trust. He also highlights the how the trust typically performs in different market conditions.
7 February 2025
Pantheon International Ord - Charlotte Morris, Co-Lead Manager for Pantheon InternationalCharlotte Morris discusses the global private equity investments of Pantheon International, highlighting its focus on niche growth sectors and long-term capital growth.
6 February 2025
JPMorgan Emerging Markets Investment Trust - Emily Whiting, Investment SpecialistEmily Whiting discusses the strategy of the JP Morgan Emerging Markets Investment Trust, focusing on long-term investments in high-quality businesses across diverse emerging markets. She also highlights the importance of local knowledge and their large team of analysts.
5 February 2025
Artemis US Smaller Companies - Cormac Weldon, Fund ManagerWe caught up with Cormac Weldon at the end of 2024, to discuss the investment strategy of Artemis US Smaller Companies, which focuses on US companies with market capitalisations under $10 billion.
4 February 2025
Fidelity European Trust - Marcel Stötzel, Portfolio ManagerDesc: Marcel Stötzel discusses the trusts' investment strategy, which is focused on companies with consistent dividend growth and leveraging the large research teams at Fidelity.
3 February 2025
abrdn UK Smaller Companies Growth Trust - Abby Glennie, Co-ManagerAbby Glennie, discusses the investment process and performance of the abrdn UK Smaller Companies Growth Trust. She also highlights what sectors and geographies the trust is invested in.
31 January 2025
BlackRock World Mining - Olivia Markham, Co-ManagerOlivia Markham discusses the investment strategy and objectives of the BlackRock World Mining Trust, focusing on diversified exposure to the metals and mining sector worldwide.
21 January 2025
AJ Bell funds - Strategic asset allocation 2025 | Q&AJames Flintoft, Head of Investment Solutions at AJ Bell, runs through the changes to the AJ Bell funds' asset allocation.
20 January 2025
AJ Bell Favourite Funds list updateThe AJ Bell Favourite funds list is designed to lighten your research load.
There are thousands of funds out there – so we’ve narrowed the field by selecting a high-quality shortlist that we believe can deliver on their objectives over the long term. To make the list, each fund needs to pass our robust, independent selection process.
What have we...
10 January 2025
AJ Bell Investment Trust Select list updateThe AJ Bell IT Select list is designed to lighten your research load. There are many trusts out there – so we’ve narrowed the field by selecting a shortlist of trusts we believe can deliver their objectives over the long term. To make the list, each trust needs to pass our robust, independent selection process.
What have we changed?We keep our IT...
10 January 2025
Retail investors urged to decide on the future of seven investment trustsInvestors have an important say in the future of seven investment trusts being targeted by hedge fund Saba Capital. These are Baillie Gifford US Growth, CQS Natural Resources Growth & Income, Edinburgh Worldwide, European Smaller Companies, Henderson Opportunities, Herald Investment Trust and Keystone Positive Change.
Saba’s proposals have been put...
13 December 2024
The Renewables Infrastructure Group (TRIG) - Minesh Shah, Managing DirectorMinesh Shah, MD of The Renewables Infrastructure Group, explains the trust's investment strategy and how they differentiate themselves from the wider renewables peer group.
16 October 2024
Favourite funds update - 16 October 2024The AJ Bell Favourite funds list is designed to lighten your research load.
There are thousands of funds out there – so we’ve narrowed the field by selecting a high-quality shortlist of funds we believe can deliver their objectives over the long term. To make the list, each fund needs to pass our robust, independent selection process.
What have we...