Investment companies equity research

Investment Companies Insights

Market cap

Date (published)

30.11.22

Investment companies: Latin America is worthy of consideration

Investment Companies

13.02.23

European equities

Investment Companies

08.02.23

Listed Private Equity

Latest

Investment Companies

26.05.23

Vietnam Enterprise Investments — Many opportunities at attractive valuations

Investment Companies

25.05.23

Deutsche Beteiligungs — Solid liquidity for new investments

Investment Companies

23.05.23

BlackRock Sustainable American Income Trust — Unique value and ESG strategy

Investment Companies

23.05.23

Murray Income Trust — Milestones marked by a return to form

Investment Companies

03.05.23

Grit Real Estate Income Group capital markets day

Investment Companies

20.03.23

SEEIT Capital Markets Day

Investment Companies

06.11.19

Deutsches Eigenkapitalforum – EKF conference book 2019

Financials

28.10.19

The working capital cycle

Healthcare

04.03.19

Drug pricing – Market access and reimbursement

Investment Companies

15.02.19

Edison Explains: Investment trusts

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

GBP2.05

▾ −2.50 (−1.20)

As at 26/05/2023

Market capitalisation: GBP350m

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Investment Companies

09.03.23

abrdn Asian Income Fund — Quality through and through

Investment Companies

29.09.22

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

Investment Companies

03.05.22

abrdn Asian Income Fund — A core option for Asian income and capital growth

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abrdn Asian Income Fund

abrdn Private Equity Opportunities Trust (APEO)

Latest price

GBP4.45

▾ 8.00 (1.83)

As at 26/05/2023

Market capitalisation: GBP672m

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Investment Companies

20.02.23

abrdn Private Equity Opportunities Trust — So far so good

27.10.22

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

Investment Companies

08.08.22

abrdn Private Equity Opportunities Trust — Wider discount to NAV amid macro risks

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abrdn Private Equity Opportunities Trust

abrdn UK Smaller Companies Growth Trust (AUSC)

Latest price

GBP4.27

▾ −12.00 (−2.73)

As at 26/05/2023

Market capitalisation: GBP377m

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Investment Companies

11.04.23

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

25.10.22

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

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

GBP0.11

▾ −0.07 (−0.62)

As at 26/05/2023

Market capitalisation: GBP107m

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Investment Companies

09.03.23

Agronomics — A unique offering in a rapidly developing sector

Investment Companies

23.09.22

Agronomics — Recent events support move into precision fermentation

Investment Companies

09.08.22

Agronomics — Fermenting growth and commercial viability

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Agronomics

Atlantis Japan Growth Fund (AJG)

Latest price

GBP1.65

▾ 1.00 (0.61)

As at 26/05/2023

Market capitalisation: GBP66m

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Investment Companies

29.03.23

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

18.10.22

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

Investment Companies

27.01.22

Atlantis Japan Growth Fund — Outperformance and a high income, at a discount

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Atlantis Japan Growth Fund

Baillie Gifford China Growth Trust (BGCG)

Latest price

GBP2.25

▾ −1.00 (−0.44)

As at 26/05/2023

Market capitalisation: GBP139m

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Investment Companies

01.12.22

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

Investment Companies

04.05.21

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

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

GBP1.41

▾ −4.00 (−2.76)

As at 26/05/2023

Market capitalisation: GBP438m

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Investment Companies

30.09.22

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

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

GBP0.46

— 0.00 (0.00)

As at 26/05/2023

Market capitalisation: GBP49m

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

Investment Companies

18.01.23

Baker Steel Resources Trust — Upside potential from successful project funding

Investment Companies

05.08.22

Baker Steel Resources Trust — Adjusting to the new reality

Investment Companies

04.02.22

Baker Steel Resources Trust — NAV broadly flat in FY21 after strong FY20

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Baker Steel Resources Trust

Bankers Investment Trust (The) (BNKR)

Latest price

GBP0.98

▾ −1.30 (−1.30)

As at 26/05/2023

Market capitalisation: GBP1,244m

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Investment Companies

03.05.23

The Bankers Investment Trust — Well positioned for the current environment

Investment Companies

29.11.22

The Bankers Investment Trust — Maintaining a defensive tilt

Investment Companies

22.08.22

Bankers Investment Trust (The) — Navigating through choppy waters ahead

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Bankers Investment Trust (The)

BB Biotech (BION)

Latest price

CHF43.45

▾ 0.30 (0.70)

As at 26/05/2023

Market capitalisation: CHF2,332m

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Investment Companies

03.03.23

BB Biotech — Picking growth at good value

Investment Companies

13.09.22

BB Biotech — Great valuation potential

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

GBP5.45

▾ −15.00 (−2.68)

As at 26/05/2023

Market capitalisation: GBP545m

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Investment Companies

13.12.22

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

Investment Companies

18.08.22

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

Investment Companies

07.04.22

BlackRock Greater Europe Investment Trust — Process based on a three- to five-year view

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BlackRock Greater Europe Investment Trust

BlackRock Latin American Inv. Trust (BRLA)

Latest price

GBP3.81

▾ −1.50 (−0.39)

As at 26/05/2023

Market capitalisation: GBP112m

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Investment Companies

18.05.23

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

Investment Companies

24.11.22

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

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

GBP1.82

▾ −4.25 (−2.28)

As at 26/05/2023

Market capitalisation: GBP149m

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Investment Companies

23.05.23

BlackRock Sustainable American Income Trust — Unique value and ESG strategy

Investment Companies

10.11.22

BlackRock Sustainable American Income Trust — Positioned for economic weakness

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

CAD33.02

▾ −0.98 (−2.88)

As at 26/05/2023

Market capitalisation: CAD701m

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Investment Companies

11.05.23

Canadian General Investments — Benefits from patient and consistent approach

Investment Companies

15.11.22

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

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

EUR29.45

▾ −0.20 (−0.67)

As at 26/05/2023

Market capitalisation: EUR554m

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Investment Companies

25.05.23

Deutsche Beteiligungs — Solid liquidity for new investments

Investment Companies

15.02.23

Deutsche Beteiligungs — Robust exit activity in Q123

Investment Companies

19.12.22

Deutsche Beteiligungs — Recession in Germany unfolding

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Deutsche Beteiligungs

Diverse Income Trust (The) (DIVI)

Latest price

GBP0.85

▾ −2.30 (−2.62)

As at 26/05/2023

Market capitalisation: GBP312m

View equity

Investment Companies

02.03.23

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

13.09.22

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

Investment Companies

21.02.22

The Diverse Income Trust — Navigating a volatile 2022

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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

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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.

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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

Investment Companies

13.02.23

European equities

Investment Companies

08.02.23

Listed Private Equity

Investment Companies

27.01.23

Vietnamese equities: Due a comeback?

Consumer

05.10.22

IPO apocalypse

TMT

10.08.22

ESG, moving beyond the box tick

Investment Companies

10.05.22

The case for US capital markets

Investment Companies

07.12.20

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

Consumer

14.08.19

Illuminator: August Update

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Sectors

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