Investment companies equity research

Investment Companies Insights

Market cap

Date (published)

thematic

30.11.22

Investment companies: Latin America is worthy of consideration

thematic

Investment Companies

13.02.23

European equities

Investment Companies

thematic

08.02.23

Listed Private Equity

Latest

Investment Companies | Update

22.09.23

HgCapital Trust — Seizing ‘buy-and-build’ opportunities

Investment Companies | Update

21.09.23

Brunner Investment Trust (The) — Highest total return versus peers over three years

Investment Companies | insight

20.09.23

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

Investment Companies | Update

20.09.23

Baker Steel Resources Trust — Futura Resources financing is a major milestone

insight

Investment Companies

20.09.23

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

insight

Investment Companies

13.06.23

Deutsche Beteiligungs – Five things investors need to know

insight

Investment Companies

03.05.23

Grit Real Estate Income Group capital markets day

insight

Investment Companies

20.03.23

SEEIT Capital Markets Day

insight

Investment Companies

06.11.19

Deutsches Eigenkapitalforum – EKF conference book 2019

insight

Financials

28.10.19

The working capital cycle

Analyst of the week

Robert Murphy

Managing Director, Financials and Investment Trusts

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Equities

Region

Market cap

abrdn Asian Income Fund (AAIF)

Latest price

GBP2.01

▾ −1.00 (−0.50)

As at 21/09/2023

Market capitalisation: GBP340m

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Update

Investment Companies

09.08.23

abrdn Asian Income Fund — Income growth and above-average dividend yield

Update

Investment Companies

09.03.23

abrdn Asian Income Fund — Quality through and through

Review

Investment Companies

29.09.22

abrdn Asian Income Fund — A reappraisal of the opportunities for AAIF

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abrdn Asian Income Fund

abrdn Private Equity Opportunities Trust (APEO)

Latest price

GBP4.30

▾ 5.00 (1.18)

As at 21/09/2023

Market capitalisation: GBP661m

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Update

Investment Companies

03.07.23

abrdn Private Equity Opportunities Trust — Coping well with the tough environment

Review

Investment Companies

20.02.23

abrdn Private Equity Opportunities Trust — So far so good

Update

27.10.22

abrdn Private Equity Opportunities Trust — Valuations holding up, balance sheet solid

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abrdn Private Equity Opportunities Trust

abrdn UK Smaller Companies Growth Trust (AUSC)

Latest price

GBP4.20

▾ 3.50 (0.84)

As at 21/09/2023

Market capitalisation: GBP356m

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Review

Investment Companies

11.04.23

abrdn UK Smaller Companies Growth Trust — New lead manager, same proprietary process

Review

25.10.22

abrdn UK Smaller Companies Growth Trust — End of an era but successful strategy remains

Review

Investment Companies

03.05.22

abrdn UK Smaller Companies Growth Trust — Sticking to the successful long-term strategy

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abrdn UK Smaller Companies Growth Trust

Agronomics (ANIC)

Latest price

GBP0.10

▾ −0.10 (−1.01)

As at 21/09/2023

Market capitalisation: GBP98m

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research

Investment Companies

09.03.23

Agronomics — A unique offering in a rapidly developing sector

Flash note

Investment Companies

23.09.22

Agronomics — Recent events support move into precision fermentation

Update

Investment Companies

09.08.22

Agronomics — Fermenting growth and commercial viability

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Agronomics

Atlantis Japan Growth Fund (AJG)

Latest price

GBP1.75

▾ −1.00 (−0.57)

As at 21/09/2023

Market capitalisation: GBP71m

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Flash note

Investment Companies

16.08.23

Atlantis Japan Growth Fund — Combination with NAVF offers benefits for all

Update

Investment Companies

29.03.23

Atlantis Japan Growth Fund — A waiting game, with an attractive dividend

Review

18.10.22

Atlantis Japan Growth Fund — Will patience be rewarded once earnings recover?

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Atlantis Japan Growth Fund

Baillie Gifford China Growth Trust (BGCG)

Latest price

GBP2.10

▾ −4.50 (−2.10)

As at 21/09/2023

Market capitalisation: GBP133m

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Review

Investment Companies

01.12.22

Baillie Gifford China Growth Trust — Finding big trendsetters amid ‘little giants’

Update

Investment Companies

04.05.21

Baillie Gifford China Growth Trust — Year of a bull in motion

Initiation

Investment Companies

15.10.20

Baillie Gifford China Growth Trust — China – we are only at the beginning

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Baillie Gifford China Growth Trust

Baillie Gifford US Growth Trust (USA)

Latest price

GBP1.49

▾ −3.80 (−2.49)

As at 21/09/2023

Market capitalisation: GBP467m

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Update

Investment Companies

15.09.23

Baillie Gifford US Growth Trust — Investing in the rapidly approaching future

Update

Investment Companies

30.09.22

Baillie Gifford US Growth Trust — Emerging from the eye of the storm?

Initiation

Investment Companies

01.10.21

Baillie Gifford US Growth Trust — ‘Blue sky’ thinkers seeking exceptional returns

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Baillie Gifford US Growth Trust

Baker Steel Resources Trust (BSRT)

Latest price

GBP0.35

▾ 1.00 (2.99)

As at 21/09/2023

Market capitalisation: GBP36m

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Businessman talking about investment stock market and graph from computer laptop with broker trader, giving money plan management and analysis

Update

Investment Companies

20.09.23

Baker Steel Resources Trust — Futura Resources financing is a major milestone

Flash note

Investment Companies

17.07.23

Baker Steel Resources Trust — Valuation headwinds reflected in June 2023 NAV

Update

Investment Companies

21.06.23

Baker Steel Resources Trust — Facing a challenging funding environment

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Baker Steel Resources Trust

Bankers Investment Trust (The) (BNKR)

Latest price

GBP0.97

▾ −0.80 (−0.82)

As at 21/09/2023

Market capitalisation: GBP1,221m

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Review

Investment Companies

11.08.23

Bankers Investment Trust (The) — Most regional portfolios outperformed in H123

Update

Investment Companies

03.05.23

The Bankers Investment Trust — Well positioned for the current environment

Update

Investment Companies

29.11.22

The Bankers Investment Trust — Maintaining a defensive tilt

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Bankers Investment Trust (The)

BB Biotech (BION)

Latest price

CHF42.95

▾ −1.00 (−2.28)

As at 21/09/2023

Market capitalisation: CHF2,446m

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Update

Investment Companies

03.03.23

BB Biotech — Picking growth at good value

Review

Investment Companies

13.09.22

BB Biotech — Great valuation potential

Review

Investment Companies

16.04.20

BB Biotech — RNA focus provides a possible COVID-19 solution

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BB Biotech

BlackRock Greater Europe Investment Trust (BRGE)

Latest price

GBP5.14

▾ −3.00 (−0.58)

As at 21/09/2023

Market capitalisation: GBP516m

View equity

Update

Investment Companies

16.06.23

BlackRock Greater Europe Investment Trust — Europe is undervalued and under-owned

Update

Investment Companies

13.12.22

BlackRock Greater Europe Investment Trust — Sticking to successful long-term strategy

Review

Investment Companies

18.08.22

BlackRock Greater Europe Investment Trust — Planning ahead for increasing portfolio risk

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BlackRock Greater Europe Investment Trust

BlackRock Latin American Inv. Trust (BRLA)

Latest price

GBP4.01

▾ −11.00 (−2.67)

As at 21/09/2023

Market capitalisation: GBP119m

View equity

Update

Investment Companies

18.05.23

BlackRock Latin American Investment Trust — High degree of confidence in the current portfolio

Review

Investment Companies

24.11.22

BlackRock Latin American Investment Trust — BRLA’s board addressing the fund’s performance

Review

Investment Companies

03.03.22

BlackRock Latin American Investment Trust — Strong start to the year for Latin America

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BlackRock Latin American Inv. Trust

BlackRock Sustainable American Income Trust (BRSA)

Latest price

GBP1.86

▾ 1.50 (0.82)

As at 21/09/2023

Market capitalisation: GBP148m

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Review

Investment Companies

23.05.23

BlackRock Sustainable American Income Trust — Unique value and ESG strategy

Review

Investment Companies

10.11.22

BlackRock Sustainable American Income Trust — Positioned for economic weakness

Initiation

Investment Companies

25.05.22

BlackRock Sustainable American Income Trust — A novel approach focusing on income and ESG

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BlackRock Sustainable American Income Trust

Canadian General Investments (CGI)

Latest price

CAD35.05

▾ −0.65 (−1.82)

As at 21/09/2023

Market capitalisation: CAD745m

View equity

Update

Investment Companies

11.05.23

Canadian General Investments — Benefits from patient and consistent approach

Update

Investment Companies

15.11.22

Canadian General Investments — Recent performance affected by top-down events

Review

Investment Companies

12.05.22

Canadian General Investments — Keeping the faith during stock market volatility

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Canadian General Investments

Deutsche Beteiligungs (DBAN)

Latest price

EUR33.15

▾ −0.20 (−0.60)

As at 21/09/2023

Market capitalisation: EUR611m

View equity

Update

Investment Companies

23.08.23

Deutsche Beteiligungs — On track to meet the FY23 guidance

Update

Investment Companies

25.05.23

Deutsche Beteiligungs — Solid liquidity for new investments

Update

Investment Companies

15.02.23

Deutsche Beteiligungs — Robust exit activity in Q123

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Deutsche Beteiligungs

Diverse Income Trust (The) (DIVI)

Latest price

GBP0.83

▾ 1.80 (2.21)

As at 21/09/2023

Market capitalisation: GBP261m

View equity

Review

Investment Companies

18.07.23

Diverse Income Trust (The) — Delivering on its income and growth mandate

Update

Investment Companies

02.03.23

Diverse Income Trust (The) — Manager is the most bullish in the last 30 years

Review

13.09.22

The Diverse Income Trust — An opportunity for the short and long term

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Diverse Income Trust (The)

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.

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Thematics

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

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

thematic

Investment Companies

07.12.20

Value Investing: Living with the reality, waiting for the inevitable

thematic

Consumer

14.08.19

Illuminator: August Update

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Equity strategy and market outlook – August 2023

Equity strategy and market outlook – July 2023

Equity strategy and market outlook – June 2023

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The long and winding road

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