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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/…
🏆 BEST THEMATIC ETF – Who gets your vote?
VanEck Space Innovators, Invesco Defence Innovation, iShares AI Infrastructure or L&G Clean Energy?
🗳️ Last chance to vote and make your best predictions for a chance to win £5,000!
👉 eu1.hubs.ly/H0yM5J40
#QuotedData #ETF #Awards
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Neuberger Private Equity Partners #NBPE, the £562m co-investor in unquoted companies, has announced $146.5m (£109m) of disposals just over two weeks after activist Saba Capital disclosed a 5% stake in its heavily discounted shares. tinyurl.com/mr3xncrm
David Batchelor, senior analyst @QuotedData, said: “The sharp acceleration in realisations gives NBPE considerably more room to keep buying back shares while refreshing an ageing portfolio.”
Golden Prospect Precious Metals #GPM, the £76m mining fund where Baker Steel fund managers Mark Burridge and Trevor Steel took charge this month, says its share price has fallen below the 101.35p price of its annual subscription, making it unattractive. tinyurl.com/27au3chh
Four Global X covered-call exchange-traded funds (ETFs) went ex-dividend yesterday. David Batchelor explains why fund with large cash distributions are becoming more popular, and why investors need to tell income apart from total return. quoteddata.com/2026/10/cover…
City Natural Resources Growth & Income #CYN has published a stunning annual return of 87% with fund managers Keith Watson and Robert Crayfourd upbeat about prospects after reuniting with the £156m investment trust following a six-month absence. tinyurl.com/y7fh7t6n 🧵1/2
@QuotedData senior analyst @RichWilliamsQD said: “An exceptional year for #CYN ... The managers’ decision to take profits from precious metals following their extraordinary rally & reinvest in energy companies as geopolitical tensions intensified proved particularly well timed.”
🏆 BEST BETA+ ETF – Who gets your vote?
Goldman Sachs Japan, JPM Emerging Markets Bond, Avantis Global Small Cap Value or Fidelity US Equity Research Enhanced?
🗳️ Make your best predictions for a chance to win £5,000!
👉 eu1.hubs.ly/H0yM5J40
#QuotedData #ICA26 #ETF #Awards
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Oakley Capital Investments is to sell stakes in five Oakley Capital private equity funds for £257m, 5.75% below asset value but a better price than its 30% share price discount suggests. The manager is also in early talks to sell Phenna, a UK testing group & #OCI's top holding.
@RichWilliamsQD @QuotedData said: “This is a significant development for #OCI, providing much-needed independent evidence to support its portfolio valuations [and] also materially improves OCI’s financial flexibility". tinyurl.com/y5nv5z3a
Schroder BSC Social Impact says fund manager Better Society Capital is working on proposal to buy the high impact investments that are 83% of its portfolio. #SBSI board recommends shareholders vote for the £61m trust's continuation in Dec to give BSC time. tinyurl.com/nhda9xp4
David Batchelor @QuotedData said: “This looks a potentially neat solution to the competing demands of shareholders ... However ... any portfolio sale is expected to be struck at a discount to its prevailing net asset value (NAV)".
Cordiant Digital Infrastructure #CORD has announced plans to change its name to Corilis Digital Infrastructure, but for investors mulling over which investment company to vote for in QuotedData’s annual awards, there was bigger news earlier this month. quoteddata.com/2026/10/inves…
🚨Don't miss '@QuotedData's In The HotSeat' on Friday 30 October 2026 at 11am where the team will be joined Alan Bartlett of Global Opportunities Trust plc, Nick Britton of AIC & Jeremy McKeown of The Investment Company.
tinyurl.com/QDDEFENCE
#QuotedData #News #Defence
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🏆 BEST LARGE FUND MANAGER – Who gets your vote?
Baillie Gifford or J.P. Morgan Asset Management?
🗳️ Vote and make your best predictions for a chance to win £5,000!
📅 Voting closes 31 October.
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#QuotedData #ICA26 #BaillieGifford #JPMorgan
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Rachel Reeves' cash ISA allowance cut repealed, a starter bonus for stocks and shares ISAs and more flesh on the bones of a new First-Time Buyer ISA - a flurry of measures from a chancellor saying he's supporting savers in #budget26. tinyurl.com/4yxcsm4s
The Office for Budget Responsibility gave the chancellor his own “breathing space”, forecasting his #budget26 will be in surplus by £15bn in 2029-30, although it warned the outlook was uncertain with an equal probability of a bigger surplus or deficit. tinyurl.com/yc43dpfd
Is AI hype causing investors to overlook hidden value?
AVI Global Trust explores opportunities in Europe and Asia, including Exor, Amorepacific and Youngone Corporation.
▶️ Watch the full discussion: youtu.be/Px8I4JSiK9E
#InvestmentTrusts #ValueInvesting
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Baillie Gifford Japan #BGFD, the worst performer in its sector over one, three, five and ten years, has introduced a conditional tender offer, offering shareholders a 25% exit in three years’ time if performance does not improve. tinyurl.com/phhwxkrn
Richard Williams, analyst @QuotedData, said: “Another disappointing year for #BGFD ... trailing the TOPIX by 9 percentage points, extending a prolonged period of underperformance. There are encouraging signs, however, with the trust outperforming strongly in the second half”.