The Trust’s NAV rose 12.4% over the 12 months to 31 July 2025, ahead of the index at 7.1%, with the share price up 17.0%. Stock selection was the key driver of relative performance, with holdings in China and Hong Kong adding value, while overweight exposure to Indonesia detracted...
Emerging markets delivered positive returns in July, marginally ahead of developed markets. The portfolio also gained but underperformed its index, with financials and industrials weighing on performance, while technology stock selection was supportive...
Continental European equities were volatile in July, with the Trust underperforming the index due to weak stock selection in financials and healthcare. Novo Nordisk and ASML detracted, while Legrand and Bankinter contributed positively. Over 12 months, the Trust’s NAV rose 1.8% and the share price 1.7%, compared with an 11.3% gain for the index...
China’s stimulus measures supported domestic demand and economic resilience in 2025, with strong industrial production and retail sales. Policy support and fiscal spending helped performance, although challenges in real estate and US-China trade tensions remained...
Cora Gold advances its Sanankoro Gold Project in Mali with strong exploration results and near-term production potential, says Cavendish analyst Yuen Low, highlighting attractive growth opportunities for investors...
Ilika CEO Graeme Purdy discusses the completion of manufacturing qualification for Stereax micro batteries at Cirtec’s US facility. With production underway, Ilika plans to begin customer deliveries by year-end. Purdy highlights the batteries’ compact, high-power design tailored for medical applications, and reinforces Cirtec’s strategic role in scaling commercial operations...
Workspace Group has agreed a five-year lease with Wild Cosmetics, which will take over Workspace’s current head office at Kennington Park as the company relocates its HQ to The Centro Buildings in Camden. Wild, a customer since 2019, will nearly double its space to 14,000 sq. ft., with the move scheduled for October...
British American Tobacco has announced that Chief Financial Officer Soraya Benchikh will step down from her role and the Board on 26 August 2025, remaining until year-end to support the transition. Javed Iqbal, currently Director of Digital and Information, will take over as interim CFO while a search for a permanent successor begins...
Bunzl has announced the completion of two new acquisitions, Quindesur in Spain and Gisa in Mexico, alongside the previously disclosed purchases of Solupack in Brazil and Hospitalia in Chile...
HUTCHMED (China) has announced that Chief Executive Officer Dr Weiguo Su will take a leave of absence due to health reasons. The Board has appointed Johnny Cheng, the company’s Chief Financial Officer and Executive Director, as Acting CEO while continuing in his CFO role...
Filtronic has signed its largest single order to date, a £47.3m ($62.5m) contract with SpaceX for its next generation gallium nitride (GaN) E-band product. The first units will ship in FY2027, with revenues expected in FY2027 and FY2028, marking a major milestone in the company’s partnership with SpaceX and its development of advanced RF solutions...
EDX Medical Group has published its Annual Report for the year ending 31 March 2025, highlighting the development of a new AI-driven prostate cancer test, a £3 million fundraising, expanded European partnerships, and a service agreement with Royal Marsden NHS Foundation Trust...
Diverse Income Trust reported net assets of £257.9 million as of 31 July 2025, with a NAV of 109.08p per share and a share price of 104.00p, reflecting a 4.66% discount. The trust, managed by Gervais Williams and Martin Turner, delivered a 19.42% one-year share price total return and maintains a historic yield of 4.18%...
Aptamer Group announced progress on its Optimer® enzyme modulation projects, including a 10-year non-exclusive licensing deal forecast to cover around 15% of annual overheads and further agreements under discussion with global enzyme distributors...
Volta Finance has reported a July net performance of +2.48%, including a dividend of 15.5 cents per share, bringing financial year gains to +13.9%. Net Asset Value stood at €274.2m (€7.49 per share), with strong contributions from CLO equity tranches, which returned +5.2% during the month..
Global Opportunities Trust reports a 4.0% NAV total return and a 12.2% share price total return for the six months to 30 June 2025, with net assets rising to £110.7 million...
Following shareholder approval at its AGM, SAE Renewables (SIMEC Atlantis) has formally changed its name to Ampeak Energy Limited. The move reflects the company’s transition as it advances its flagship AW1 battery storage project, one of the UK’s largest...
WHSmith has reduced its expected full-year Headline profit before tax to around £110 million after identifying a £30 million overstatement of trading profit in its North America division, linked to accelerated supplier income recognition. The division’s profit forecast has been cut to £25 million from previous expectations of £55 million...
Hays Plc posted an 11% drop in net fees to £972.4 million and a 56% fall in pre-exceptional operating profit to £45.6 million for the year ended 30 June 2025, reflecting weaker hiring activity...
United Utilities has agreed a £3 billion programme to upgrade the 110km Haweswater aqueduct, which supplies water to 2.5 million people across Greater Manchester and Lancashire...
The Trust’s NAV rose 12.4% over the 12 months to 31 July 2025, ahead of the index at 7.1%, with the share price up 17.0%. Stock selection was the key driver of relative performance, with holdings in China and Hong Kong adding value, while overweight exposure to Indonesia detracted...
Emerging markets delivered positive returns in July, marginally ahead of developed markets. The portfolio also gained but underperformed its index, with financials and industrials weighing on performance, while technology stock selection was supportive...
Continental European equities were volatile in July, with the Trust underperforming the index due to weak stock selection in financials and healthcare. Novo Nordisk and ASML detracted, while Legrand and Bankinter contributed positively. Over 12 months, the Trust’s NAV rose 1.8% and the share price 1.7%, compared with an 11.3% gain for the index...
China’s stimulus measures supported domestic demand and economic resilience in 2025, with strong industrial production and retail sales. Policy support and fiscal spending helped performance, although challenges in real estate and US-China trade tensions remained...
Cora Gold advances its Sanankoro Gold Project in Mali with strong exploration results and near-term production potential, says Cavendish analyst Yuen Low, highlighting attractive growth opportunities for investors...
Ilika CEO Graeme Purdy discusses the completion of manufacturing qualification for Stereax micro batteries at Cirtec’s US facility. With production underway, Ilika plans to begin customer deliveries by year-end. Purdy highlights the batteries’ compact, high-power design tailored for medical applications, and reinforces Cirtec’s strategic role in scaling commercial operations...
Workspace Group has agreed a five-year lease with Wild Cosmetics, which will take over Workspace’s current head office at Kennington Park as the company relocates its HQ to The Centro Buildings in Camden. Wild, a customer since 2019, will nearly double its space to 14,000 sq. ft., with the move scheduled for October...
British American Tobacco has announced that Chief Financial Officer Soraya Benchikh will step down from her role and the Board on 26 August 2025, remaining until year-end to support the transition. Javed Iqbal, currently Director of Digital and Information, will take over as interim CFO while a search for a permanent successor begins...
Bunzl has announced the completion of two new acquisitions, Quindesur in Spain and Gisa in Mexico, alongside the previously disclosed purchases of Solupack in Brazil and Hospitalia in Chile...
HUTCHMED (China) has announced that Chief Executive Officer Dr Weiguo Su will take a leave of absence due to health reasons. The Board has appointed Johnny Cheng, the company’s Chief Financial Officer and Executive Director, as Acting CEO while continuing in his CFO role...
Filtronic has signed its largest single order to date, a £47.3m ($62.5m) contract with SpaceX for its next generation gallium nitride (GaN) E-band product. The first units will ship in FY2027, with revenues expected in FY2027 and FY2028, marking a major milestone in the company’s partnership with SpaceX and its development of advanced RF solutions...
EDX Medical Group has published its Annual Report for the year ending 31 March 2025, highlighting the development of a new AI-driven prostate cancer test, a £3 million fundraising, expanded European partnerships, and a service agreement with Royal Marsden NHS Foundation Trust...
Diverse Income Trust reported net assets of £257.9 million as of 31 July 2025, with a NAV of 109.08p per share and a share price of 104.00p, reflecting a 4.66% discount. The trust, managed by Gervais Williams and Martin Turner, delivered a 19.42% one-year share price total return and maintains a historic yield of 4.18%...
Aptamer Group announced progress on its Optimer® enzyme modulation projects, including a 10-year non-exclusive licensing deal forecast to cover around 15% of annual overheads and further agreements under discussion with global enzyme distributors...
Volta Finance has reported a July net performance of +2.48%, including a dividend of 15.5 cents per share, bringing financial year gains to +13.9%. Net Asset Value stood at €274.2m (€7.49 per share), with strong contributions from CLO equity tranches, which returned +5.2% during the month..
Global Opportunities Trust reports a 4.0% NAV total return and a 12.2% share price total return for the six months to 30 June 2025, with net assets rising to £110.7 million...
Following shareholder approval at its AGM, SAE Renewables (SIMEC Atlantis) has formally changed its name to Ampeak Energy Limited. The move reflects the company’s transition as it advances its flagship AW1 battery storage project, one of the UK’s largest...
WHSmith has reduced its expected full-year Headline profit before tax to around £110 million after identifying a £30 million overstatement of trading profit in its North America division, linked to accelerated supplier income recognition. The division’s profit forecast has been cut to £25 million from previous expectations of £55 million...
Hays Plc posted an 11% drop in net fees to £972.4 million and a 56% fall in pre-exceptional operating profit to £45.6 million for the year ended 30 June 2025, reflecting weaker hiring activity...
United Utilities has agreed a £3 billion programme to upgrade the 110km Haweswater aqueduct, which supplies water to 2.5 million people across Greater Manchester and Lancashire...
