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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/…
Primary Health Properties #PHP to release £500m cash for debt repayment after forging a joint venture with Singaporean sovereign wealth fund GIC. It will use the money to cut debts taken on for last year’s acquisition of rival Assura. tinyurl.com/2u98fft3
US Solar Fund #USF has given its potential buyer a second extension to complete due diligence on a portfolio whose 42 assets it has been assessing for five months. "Frustrating," says Matthew Read @QuotedData. quoteddata.com/2026/10/us-so…
AVI Japan Opportunity Trust #AJOT has launched its third uncapped annual tender offer, giving shareholders a chance to sell all their shares at a 2% discount to the value of its investments if they wish. quoteddata.com/2026/10/avi-j…
Matthew Read @QuotedData said: “While AJOT’s annual tender has clearly been a success [at keeping the discount narrow], we still think that 100% tender offers can leave a trust a hostage to fortune should the tender fall due at a time when markets have dislocated”.
Alliance Witan has lagged a market driven by a few large US tech stocks.
QD looks at ALW’s performance, manager changes and opportunities beyond AI.
tinyurl.com/QDALW1
#QD #ALW #InvestmentTrusts
SSIT has reported strong NAV growth, supported by developments across its SpaceTech portfolio.
QD looks at performance, emerging opportunities and the £137m fundraising.
Read more: tinyurl.com/QDSSIT2
#QD #SSIT #SpaceTech
M&G Credit Income #MGCI has priced the share issue launched last month and closing at 2pm tomorrow. The £190m, 8%-yielding debt fund is offering the new shares at 91.81p, 1.5% over net asset value at 30 September. tinyurl.com/kn4ezftz
Octopus AIM VCT #OOA and Octopus AIM VCT 2 #OSEC are in merger talks that could see the £66.5m OSEC combine with the £95m OOA in order to provide “a stronger platform for long-term shareholder returns” tinyurl.com/kn4ezftz.
David Batchelor, @QuotedData senior analyst, looks at the four exchange-traded funds (ETFs) in the running in our Investors' Choice awards. quoteddata.com/2026/10/eight…
Caution towards surging technology stocks by the managers of Fidelity Asian Values #FAS saw the £377m Asia Pacific small cap investment trust underperform in the year to 31 July. In future FAS wants to let its managers hold up to 20% in shorted stocks. tinyurl.com/mtrmu2bd
JPMorgan UK Small Cap Growth & Income #JUGI reported a year of underperformance before its merger with Aberdeen UK Smaller Companies Growth. #AUSC shareholders shouldn't be too concerned by the year to 31 July data as JUGI's 5yr returns are much better. tinyurl.com/yyvadrv7
Finsbury Growth & Income #FGT beat FTSE All-Share in Q3 despite a “challenging” September when the UK portolio & its share price fell 7.9% & 7.8% vs a 1.9% index decline. In the September quarter NAV & shares outperformed with 3.7% & 4.2% gains vs 2.4%. tinyurl.com/5n7hw67x
🚨Don't miss '@QuotedData's In The HotSeat' on Friday 16 October 2026 at 11am where the team will be joined David Bird & Chris Gaydon of Octopus Renewables Infrastructure Trust.
tinyurl.com/ITHSORIT
#QuotedData #News #OctopusRenewables
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🏆 BEST LONG-TERM CAPITAL GROWTH – Who gets your vote?
Rockwood Strategic, Polar Capital Technology, CC Japan Income & Growth or City Natural Resources?
🗳️ Vote and make your best predictions for a chance to win £5,000!
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Seraphim Space #SSIT fund manager Mark Boggett says the portfolio is "popping" with new growth companies after an exceptional year of 103% growth driven by its largest holding ICEYE. tinyurl.com/3uavs43s
@RichWilliamsQD @QuotedData said: "Encouragingly, the #SSIT momentum extends beyond ICEYE, with Xona Space Systems’ latest funding round delivering a further substantial valuation uplift since the year end."
Anthony Lynch, co-manager of Mercantile #MRC, steps down after 14 years. £1.7bn JPMorgan UK mid-cap investment trust will continue to be run by Guy Anderson & new co-manager Manasij Hajra. Half-year results showed MRC's 5.6% return beat benchmark's 3.9%. tinyurl.com/yvne8thw
British Land #BLND up 2.6% after new CEO Jo McNamara says half-year operating profits rose to £166m from £155m with underlying earnings per share of 16.1p, up from 15.4p a year ago. tinyurl.com/3hz56fk7
@RichWilliamsQD @QuotedData said “an encouraging update from British Land, with strong leasing activity across both campuses & retail parks translating into earnings growth & further valuation gains. The 12% increase in like-for-like net rental income is particularly impressive”.
Big Yellow #BYG up 3% after confirming it met Ancora Holdings, a US activist with a 4% stake in the self-storage group. Ancora reportedly called for a strategic review @ potential sale of the company. BYG rejected a bid approach from Blackstone last Dec. tinyurl.com/3hz56fk7