David Stevenson: trust shake-up must follow wealth manager exodus
As wealth managers move away from investment trusts in favour of ETFs, it is time for private investors to push for a greater focus on active stock selection and improved returns.
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David Stevenson: Wealth manager trust exodus must spark shake-up
As wealth managers move away from investment trusts in favour of ETFs, it is time for private investors to push for a greater focus on active stock selection and improved returns.
75% of Oakley Capital Investments NAV growth driven by earnings gains
Oakley Capital Investments (OCI) has published a trading update for the year ended 31 December 2024, during which it provided an NAV total return of 2...
ISS recommends shareholders VOTE AGAINST ALL of Saba’s requisitioned resolutions for ESCT
The independent proxy adviser ISS has published its voting recommendation in relation to the general meeting of The European Smaller Companies Trust (...
Class closure meetings triggered for BH Macro
BH Macro has announced that, following the publication of its final month-end Net Asset Values for 31 December 2024, the class closure resolution proc...
Greencoat UK Wind revises yield estimates with 6.5p hit to NAV
Greencoat UK Wind (UKW) published an update. It says that its NAV as of 31 December 2024 is £3,409m (151.2p per share), which is a decrease of 7.4 pen...
QuotedData’s morning briefing 29 January 2025 – BOOK, DSM
In QuotedData’s morning briefing 29 January 2025: Literacy Capital (BOOK) has published a portfolio update. It says that, while confidence and busines...
Train: I’m running out of ways to say sorry
At a meeting for investors in Finsbury Growth & Income, Train addressed his silence on the price agreed for Hargreaves Lansdown.
Saba moves in on Terry Smith trust
Filings reveal US hedge fund Saba Capital has started building a stake in Smithson investment trust, suggesting it may become a target.
Taylor Maritime falters as protectionist policies make waves
Taylor Maritime's vessels have fallen alongside charter rates, as geopolitics and commodity stockpiles blew the fund off course.
Lloyds platform opens voting on Edinburgh Worldwide
Edinburgh Worldwide has announced that shareholders on Lloyds-owned platforms can now vote in the 14th February general meeting after resolving platfo...
QuotedData’s morning briefing 28 January 2025 – BSIF, KPC, SGRO, PCTN
In QuotedData’s morning briefing 28 January 2025: Bluefield Solar (BSIF) will pay its first quarterly dividend of the new financial year on 7 March. T...
