Investment companies equity research - Page 2

Investment Companies Insights

Market cap

Date (published)

thematic

Investment Companies

12.08.24

Vietnam Holding – Vietnam in the global digital race

thematic

Financials

14.10.24

A net zero perspective – Investing in sustainability, technology & innovation

Healthcare

thematic

11.11.24

Healthcare-focused trusts: A sector on the mend

Latest

Investment Companies | Update

11.04.25

Ocean Wilsons Holdings — Disposal to generate surplus capital

Investment Companies | Review

08.04.25

BlackRock American Income Trust — Proposed change in investment strategy

Investment Companies | Flash

01.04.25

International Public Partnerships — Further measures to combat the discount

Investment Companies | Review

31.03.25

Murray International Trust — Fulfilling the income and capital growth mandate

insight

Investment Companies

20.11.23

Heliad: EKF 2023 QuickView

insight

Investment Companies

20.11.23

Mutares: EKF 2023 QuickView

insight

Investment Companies

25.10.23

Can unloved UK capital markets woo investors once again?

insight

Investment Companies

23.10.23

Investing in Asia beyond China

insight

Investment Companies

02.10.23

SEEIT – selected asset highlights

insight

Investment Companies

20.09.23

abrdn Private Equity Opportunities Trust plc Private equity valuations – can they be trusted?

Equities

Region

Market cap

Gresham House Energy Storage Fund (GRID)

Latest price

GBP0.61

▾ 0.10 (0.16)

As at 14/04/2025

Market capitalisation: GBP348m

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Flash

Investment Companies

05.03.25

Gresham House Energy Storage Fund — Proceeding as planned

Update

Investment Companies

04.12.24

Gresham House Energy Storage Fund — Improving prospects suggest discount is overdone

Update

Investment Companies

23.10.24

Gresham House Energy Storage Fund — Capacity augmentations the priority for 2025

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Gresham House Energy Storage Fund

Hansa Investment Company (HAN,HANA)

Latest price

GBP2.05

— 0.00 (0.00)

As at 14/04/2025

Market capitalisation: GBP82m

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Review

Investment Companies

06.05.21

Hansa Investment Company — Brazil – game-changer or sideshow?

Update

Investment Companies

20.11.20

Hansa Investment Company — Overdue a reappraisal?

Review

Investment Companies

12.07.19

Hansa Investment Company — Finding opportunities away from the mainstream

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Hansa Investment Company

Henderson Far East Income (HFEL)

Latest price

GBP2.05

▾ 5.50 (2.76)

As at 14/04/2025

Market capitalisation: GBP340m

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Update

Investment Companies

12.11.24

Henderson Far East Income — Portfolio refocus is paying dividends

Update

Investment Companies

25.04.24

Henderson Far East Income — Repositioning to raise total returns

Update

Investment Companies

17.07.23

Henderson Far East Income — A fully covered 10% dividend yield

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Henderson Far East Income

Henderson International Income Trust (HINT)

Latest price

GBP1.65

▾ 5.50 (3.46)

As at 14/04/2025

Market capitalisation: GBP312m

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Review

Investment Companies

23.01.25

Henderson International Income Trust — A HINT of better returns ahead

Update

Investment Companies

26.09.24

Henderson International Income Trust — Buying into the rapid spread of technology

Update

Investment Companies

24.01.24

Henderson International Income Trust — Buying good companies at attractive valuations

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Henderson International Income Trust

Henderson Opportunities Trust (HOT)

Latest price

GBP2.27

— 0.00 (0.00)

As at 14/04/2025

Market capitalisation: GBP90m

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Update

Investment Companies

17.01.25

Henderson Opportunities Trust — A time to act

Update

Investment Companies

03.10.24

Henderson Opportunities Trust — Taking AIM at the opportunity

Review

Investment Companies

15.05.24

Henderson Opportunities Trust — A differentiated exposure to smaller companies

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Henderson Opportunities Trust

HgT (HGT)

Latest price

GBP4.78

▾ 5.50 (1.16)

As at 14/04/2025

Market capitalisation: GBP2,163m

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Update

Investment Companies

26.03.25

HgT — A strong tech and IT services compounder

Flash

Investment Companies

03.02.25

HgT — Transaction activity picked up in 2024

Flash note

Investment Companies

07.11.24

HgT — Steady earnings growth, stable market multiples

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HgT

International Public Partnerships (INPP)

Latest price

GBP1.14

▾ 3.00 (2.70)

As at 14/04/2025

Market capitalisation: GBP2,069m

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Flash

Investment Companies

01.04.25

International Public Partnerships — Further measures to combat the discount

Flash note

Investment Companies

02.10.24

International Public Partnerships — FHSP partial realisation with £30m exit proceeds

Update

Investment Companies

24.09.24

International Public Partnerships — Attractive, lower-risk returns

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International Public Partnerships

Invesco Asia Dragon Trust (IAD)

Latest price

GBP3.10

▾ 4.00 (1.31)

As at 14/04/2025

Market capitalisation: GBP628m

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Review

Investment Companies

28.01.25

Invesco Asia Trust — A patient Asian champion

Flash note

Investment Companies

28.10.24

Invesco Asia Trust — Combination to create the ‘go-to’ Asian trust

Update

Investment Companies

04.06.24

Invesco Asia Trust — Patiently waiting for re-rating of Chinese equities

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Invesco Asia Dragon Trust

JPMorgan European Discovery Trust (JEDT)

Latest price

GBP4.76

▾ 10.00 (2.15)

As at 14/04/2025

Market capitalisation: GBP508m

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Update

Investment Companies

14.10.24

JPMorgan European Discovery Trust — European small caps: On the verge of a rebound?

Update

Investment Companies

12.09.23

JPMorgan European Discovery Trust — A balanced trust targeting a world-beating market

Update

Investment Companies

21.07.22

JPMorgan European Discovery Trust — Becoming more stylistically balanced

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JPMorgan European Discovery Trust

Lowland Investment Company (LWI)

Latest price

GBP1.22

▾ 3.00 (2.52)

As at 14/04/2025

Market capitalisation: GBP287m

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Review

Investment Companies

18.02.25

Lowland Investment Company — Dividends and buybacks rewarding patience

Review

Investment Companies

12.04.24

Lowland Investment Company — Is the tide turning?

Update

Investment Companies

10.10.23

Lowland Investment Company — Dividend growth and NAV outperformance

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Lowland Investment Company

Martin Currie Global Portfolio Trust (MNP)

Latest price

GBP3.15

▾ 8.00 (2.61)

As at 14/04/2025

Market capitalisation: GBP181m

View equity

Update

Investment Companies

09.09.24

Martin Currie Global Portfolio Trust — Lower rates should be beneficial for performance

Review

Investment Companies

11.06.24

Martin Currie Global Portfolio Trust — Manager ‘sticking to his knitting’; positive outlook

Review

Investment Companies

30.01.24

Martin Currie Global Portfolio Trust — High-quality equity offering in an uncertain world

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Martin Currie Global Portfolio Trust

Murray International Trust (MYI)

Latest price

GBP2.55

▾ 5.50 (2.20)

As at 14/04/2025

Market capitalisation: GBP1,479m

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Review

Investment Companies

31.03.25

Murray International Trust — Fulfilling the income and capital growth mandate

Update

Investment Companies

29.08.24

Murray International Trust — Three become two – low-risk strategy maintained

Review

Investment Companies

21.03.24

Murray International Trust — Business as usual ahead of manager’s retirement

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Murray International Trust

Ocean Wilsons Holdings (OCN)

Latest price

GBP13.80

▾ 10.00 (0.73)

As at 14/04/2025

Market capitalisation: GBP485m

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Update

Investment Companies

11.04.25

Ocean Wilsons Holdings — Disposal to generate surplus capital

Flash note

Investment Companies

21.10.24

Ocean Wilsons Holdings — Sale of Wilson Sons investment

Update

Investment Companies

11.10.24

Ocean Wilsons Holdings Limited — Confirmation of interest in Wilson Sons holding

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Ocean Wilsons Holdings

Onward Opportunities (ONWD)

Latest price

GBP1.16

— 0.00 (0.00)

As at 14/04/2025

Market capitalisation: GBP30m

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Partners Group Private Equity (PEY)

Latest price

EUR9.60

▾ −831.40 (−98.86)

As at 14/04/2025

Market capitalisation: EUR666m

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Flash note

Investment Companies

28.11.24

Partners Group Private Equity — Seeing good demand for several of its assets

Update

Investment Companies

11.09.24

Partners Group Private Equity — Healthy realisations in H124

Review

Investment Companies

29.04.24

Princess Private Equity Holding — Introducing a well-defined buyback policy

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Partners Group Private Equity

Patria Private Equity Trust (PPET)

Latest price

GBP5.40

▾ 8.00 (1.50)

As at 14/04/2025

Market capitalisation: GBP801m

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Review

Investment Companies

07.03.25

Patria Private Equity Trust — An attractive route to the PE mid-market

Update

Investment Companies

20.12.24

Patria Private Equity Trust — High liquidity and solid long-term track record

Flash note

Investment Companies

24.10.24

Patria Private Equity Trust — Completes a successful £180m secondary sale

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Patria Private Equity Trust

Curated by Edison

www.ft.com

FTSE 100 on course to outstrip FTSE 250 by record margin

Financials

UK mid-cap index to underperform blue-chip stocks by largest annual amount since 1986

Read article

am.jpmorgan.com

Economic & Market Update | J.P. Morgan Asset Management

Financials

Watch J.P. Morgan Asset ManagementChief Global Strategist Dr. David Kelly as he focuses on the most important themes for investors.

Read article

am.jpmorgan.com

On the Minds of Investors

Investment Companies

What investment questions are on the minds of investors? Explore the questions investors ask frequently and find answers at J.P. Morgan Asset Management.

Read article

Thematics

thematic

Investment Companies

06.03.24

Listed private equity – Performing a balancing act

thematic

Investment Companies

13.02.23

European equities

thematic

Investment Companies

08.02.23

Listed Private Equity

thematic

Investment Companies

27.01.23

Vietnamese equities: Due a comeback?

thematic

Investment Companies

30.11.22

Investment companies: Latin America is worthy of consideration

thematic

Consumer

05.10.22

IPO apocalypse

thematic

TMT

10.08.22

ESG, moving beyond the box tick

thematic

Investment Companies

10.05.22

The case for US capital markets

Equities

Equities by Sector

Sectors

Thematics

Latest

Hybrid Air Vehicles – Redefining air travel and air freight

The humanoid revolution walking your way: How robots are stepping out of science fiction

From gold to gold miners: Extracting higher returns in the current bull run

Audiovisual

Latest

Murray International Trust in 60 seconds

Actinogen Medical – equity proposition

Uncovering Trusts – Patria Private Equity Trust (PPET) – A gateway to top European private equity managers

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