LSE investment fund opportunities dissected by Analysts and Fund Managers

funds news

DirectorsTalk brings you exclusive professional opinions from a selection of five leading equity research analysts and fund managers on investment companies listed on the London Stock Exchange. Exclusive interviews below with Edison Investment Research, Premier Miton Investors, Hardman, Kepler Trust Intelligence and Cheyne Capital. 

Fidelity Emerging Markets Limited (LON:FEML) is an investment trust that aims to achieve long-term capital growth from an actively managed portfolio made up primarily of securities and financial instruments providing exposure to emerging markets companies.

The Diverse Income Trust Plc (LON:DIVI) invests primarily in quoted or traded UK companies with a wide range of market capitalisations, but a long-term bias toward small and mid-cap equities. The trust may also invest in large cap companies, including FTSE 100 Index constituents, where it is believed that this may increase shareholder value.

BlackRock Smaller Companies Trust plc (LON:BRSC) aims to achieve long-term capital growth for shareholders through investment mainly in smaller UK quoted companies.

Fidelity Asian Values Plc (LON:FAS) provides shareholders with a differentiated equity exposure to Asian Markets. Asia is the world’s fastest-growing economic region and the trust looks to capitalise on this by finding good businesses, run by good people and buying them at a good price.

Real Estate Credit Investments (LON:RECI) is a specialist investor in UK and European real estate credit markets with a focus on fundamental credit and value. 

To receive the latest funds news, interviews with equity research analysts and fund managers, please register here.

Share on:

Latest Company News

ACG Metals positioned for strong cash generation and long-term value as copper production ramps up, highlights DIVI fund manager

Gervais Williams, Co-Fund Manager of Diverse Income Trust, explains why ACG Metals’ Turkey-based copper project is generating stronger-than-expected cash flow, how rising commodity prices are supporting valuation, and why the company could deliver long-term shareholder value through growth and future dividends.

Commercial real estate repositions for next phase of the cycle

In 2026, commercial real estate is entering a more stable cycle, with investor focus shifting to income strength and sector selectivity.

Primary Health Properties surplus cash fuels generous dividend, Gervais Williams impressed

Gervais Williams highlights the benefits of long-dated, inflation-linked leases, fixed-rate debt, and synergies from the Assura acquisition, which he believes support resilient earnings, dividend growth, and balance sheet strength despite higher interest rates.

Arbuthnot Banking Group ‘remarkably low valuation given its prospects’ says DIVI Fund Manager

Gervais Williams discusses how Arbuthnot Banking Group’s rising funds under management, deposit growth, and cautious lending strategy contribute to sustainable earnings and dividend potential, positioning the £142m bank as an overlooked opportunity in the UK financial sector.

Semiconductors lead Asian stocks higher as risk sentiment shifts

Tech-led gains and calmer metals trading lifted Asian markets, as investors repositioned around a rebound in risk sentiment and a firmer global economic backdrop.

Taiwan overtakes China in emerging markets index

Emerging market inflows rise sharply as Taiwan leads benchmark shift, driven by tech sector strength.

Search

Search