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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/…
“We have seen 9 portfolio companies acquired so far in 2026, matching the total for 2025 & showing the effectiveness of our stock selection process,” say #IBT's Ailsa Craig & Marek Poszepczynski after Merck's $1.3bn buy of Silence Therapeutics. cashhttps://tinyurl.com/364b3583
🏗️ What’s next for 3i Infrastructure (3IN)?
We sit down with Bernardo Sotomayor and James Dawes to discuss the trust’s strategy and outlook.
🎥 Full interview coming Thursday 22nd October!
#QuotedData #InvestmentTrusts #3IN
CT UK Capital and Income has changed its name to CT Progressive Income (with same ticker of #CTUK) as the 3.7%-yielder looks to boost its appeal to income investors with a new target of paying dividends ahead of inflation. tinyurl.com/2ev2j4xj
LondonMetric Property #LMP has exchanged on the sale of the first office bought in its joint takeover of Picton Property Income with Schroder Real Estate #SREI. The all-share bid brought in £307m of assets, 83% in LMP's core area of logistics warehouses. tinyurl.com/5famm7cb
@QuotedData analyst Matthew Read said of the #LMP half-yr update: “The 5.8% annualised like-for-like rental income growth is compelling against a difficult backdrop for property markets, with rent reviews delivering a 17% uplift and logistics continuing to stand out.”
Baker Steel, the new manager of Golden Prospect Precious Metals #GPM, will contribute to the costs of the £85m specialist mining fund's move to the LSE Main Market this month, which should help broaden its appeal. tinyurl.com/5n8m626u
Montanaro European Smaller Companies #MTE has launched its third tender offer in 16 months, giving shareholders the chance to sell 5% of its shares at a 5% discount to net asset value. Shares in the £202m investment trust stand 8.7% below NAV. tinyurl.com/5n8m626u
@QuotedData senior analyst Matthew Read said: “#MTE's’ bi-annual tender offers are part of the board’s commitment to addressing the discount and improving liquidity for shareholders, alongside an active buyback programme and the previous management fee reduction.”
QuotedData retweeted
US funds are shopping for UK Reits (real estate investment trusts). Maybe we should put more value on these funds that own data centres, offices, retail parks, shopping centres, warehouses and self-storage units We will miss them- and billions in tax revenues - when they're gone
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
