Investment companies equity research - Page 2

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

06.06.23

Round Hill Music Royalty Fund — High-quality catalogue underpins value

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

22.09.16

Listed Private Equity – The opportunities and challenges for investors

Consumer

06.11.13

Deutsche Börse Eigenkapitalforum research guide

Analyst of the week

Robert Murphy

Managing Director, Financials and Investment Trusts

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Equities

Region

Market cap

ESGTI (ESGTI)

Latest price

CHF0.97

▾ 0.52 (115.56)

As at 09/06/2023

Market capitalisation: CHF25m

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European Opportunities Trust (EOT)

Latest price

GBP7.82

▾ −4.00 (−0.51)

As at 09/06/2023

Market capitalisation: GBP769m

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06.03.23

European Opportunities Trust — Positioned for positive news and growth

Investment Companies

06.03.23

European Opportunities Trust — Positioned for positive news and growth

Investment Companies

17.08.22

European Opportunities Trust — Consistent, resilient trust returning to form

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European Opportunities Trust

Finsbury Growth & Income Trust (FGT)

Latest price

GBP8.82

▾ −6.00 (−0.68)

As at 09/06/2023

Market capitalisation: GBP1,832m

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Investment Companies

22.05.23

Finsbury Growth & Income Trust — Performance getting back on track

Investment Companies

27.01.23

Finsbury Growth & Income Trust — Confidence in long-term successful strategy

Investment Companies

27.05.22

Finsbury Growth & Income Trust — Hopeful for better relative UK market performance

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Finsbury Growth & Income Trust

Foresight Solar Fund (FSFL)

Latest price

GBP1.05

▾ −0.60 (−0.57)

As at 09/06/2023

Market capitalisation: GBP639m

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Investment Companies

22.08.22

Foresight Solar Fund — Growth ambitions

Investment Companies

08.11.21

Foresight Solar Fund — Powered by merchant exposure

Investment Companies

18.02.21

Foresight Solar Fund — Solar energy: the future is here

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Foresight Solar Fund

Georgia Capital (CGEO)

Latest price

GBP8.25

▾ −1.00 (−0.12)

As at 09/06/2023

Market capitalisation: GBP362m

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Investment Companies

15.05.23

Georgia Capital — Staying on course

Investment Companies

08.03.23

Georgia Capital — Nearing deleveraging target

Investment Companies

25.11.22

Georgia Capital — Benefiting from strong macro tailwinds in Georgia

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Georgia Capital

Gresham House Energy Storage Fund (GRID)

Latest price

GBP1.54

▾ −0.40 (−0.26)

As at 09/06/2023

Market capitalisation: GBP883m

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Investment Companies

14.03.23

Gresham House Energy Storage Fund — Amping up: Growth in capital and income ahead

Investment Companies

21.02.23

Gresham House Energy Storage Fund — Powering on

Investment Companies

28.04.22

Gresham House Energy Storage Fund — A great year, and better ones ahead?

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Gresham House Energy Storage Fund

Hansa Investment Company (HAN,HANA)

Latest price

GBP1.66

▾ −3.00 (−1.78)

As at 09/06/2023

Market capitalisation: GBP199m

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Investment Companies

06.05.21

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

Investment Companies

20.11.20

Hansa Trust — Overdue a reappraisal?

Investment Companies

12.07.19

Hansa Trust — Finding opportunities away from the mainstream

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Hansa Investment Company

Heliad Equity Partners (HPBK)

Latest price

EUR4.62

▾ −0.02 (−0.43)

As at 09/06/2023

Market capitalisation: EUR60m

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Investment Companies

22.03.23

Heliad Equity Partners — Enpal and Razor closing new funding rounds

14.10.22

Heliad Equity Partners — NAV affected by flatexDEGIRO’s de-rating

Investment Companies

11.07.22

Heliad Equity Partners — A high-tech growth investor from Germany

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Heliad Equity Partners

Henderson EuroTrust (HNE)

Latest price

GBP1.35

▾ −0.50 (−0.37)

As at 09/06/2023

Market capitalisation: GBP286m

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Investment Companies

25.01.23

Henderson EuroTrust — Searching for mispriced quality

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Henderson EuroTrust

Henderson Far East Income (HFEL)

Latest price

GBP2.49

▾ −1.00 (−0.40)

As at 09/06/2023

Market capitalisation: GBP403m

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Investment Companies

23.11.22

Henderson Far East Income — Cautious of continued volatility but value on offer

Investment Companies

12.07.22

Henderson Far East Income — Attractive yield despite modest dividend increase

Investment Companies

06.05.22

Henderson Far East Income — A strong recovery in dividend income for H122

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Henderson Far East Income

Henderson International Income Trust (HINT)

Latest price

GBP1.72

▾ 1.25 (0.73)

As at 09/06/2023

Market capitalisation: GBP338m

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Investment Companies

01.12.22

Henderson International Income Trust — Beating inflation with covered dividend

Investment Companies

17.06.22

Henderson International Income Trust — Inflation-beating dividend growth

Investment Companies

17.01.22

Henderson International Income Trust — High and rising dividends look set to continue

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Henderson International Income Trust

Henderson Opportunities Trust (HOT)

Latest price

GBP9.72

▾ −1.00 (−0.10)

As at 09/06/2023

Market capitalisation: GBP77m

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Investment Companies

15.09.22

Henderson Opportunities Trust — Staying the contrarian course

Investment Companies

26.05.22

Henderson Opportunities Trust — Riding the next wave with stabilisers

Investment Companies

30.11.21

Henderson Opportunities Trust — Buckets of opportunity drive an impressive year

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Henderson Opportunities Trust

Henderson Smaller Companies Investment Trust (HSL)

Latest price

GBP7.95

▾ −5.00 (−0.63)

As at 09/06/2023

Market capitalisation: GBP594m

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Investment Companies

11.05.23

Henderson Smaller Companies Investment Trust — Weak sentiment outweighing operational strength

Investment Companies

08.11.22

Henderson Smaller Companies Investment Trust — No light at the end of the tunnel yet

Investment Companies

29.06.22

Henderson Smaller Companies Investment Trust — A compelling option for UK small and mid-caps

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Henderson Smaller Companies Investment Trust

HgCapital Trust (HGT)

Latest price

GBP4.02

▾ −5.00 (−1.23)

As at 09/06/2023

Market capitalisation: GBP1,840m

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Investment Companies

16.03.23

HgCapital Trust — Improving its commitment coverage ratio

Investment Companies

15.11.22

HgCapital Trust — NAV resilient, but near-term outlook uncertain

Investment Companies

12.09.22

HgCapital Trust — Business as usual for boring but critical tech

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HgCapital Trust

Invesco Asia Trust (IAT)

Latest price

GBP3.39

▾ 1.00 (0.30)

As at 09/06/2023

Market capitalisation: GBP227m

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Investment Companies

28.03.23

Invesco Asia Trust — Conviction pays off

Investment Companies

18.08.22

Invesco Asia Trust — Seizing an opportunity

Investment Companies

28.03.22

Invesco Asia Trust — Picking quality value stocks

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Invesco Asia Trust

JPMorgan European Discovery Trust (JEDT)

Latest price

GBP3.98

▾ −2.00 (−0.50)

As at 09/06/2023

Market capitalisation: GBP627m

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Investment Companies

21.07.22

JPMorgan European Discovery Trust — Becoming more stylistically balanced

Investment Companies

14.03.22

JPMorgan European Discovery Trust — A core option within a niche market

16.07.18

JPMorgan European Smaller Companies Trust — Building on long-term positive track record

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JPMorgan European Discovery Trust

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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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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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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

07.08.19

Post Woodford- A spotlight on smaller company liquidity

Investment Companies

05.06.19

How to buy and sell investment trusts

Investment Companies

26.03.19

Types of investment trusts

Consumer

11.11.14

Deutsche Börse Eigenkapitalforum 2014 Research Guide

Investment Companies

24.05.12

Investment Trusts Quarterly: Biotechnology & healthcare trusts

Investment Companies

13.01.12

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