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QuotedData publishes free, reliable educational resources, research and news on carefully selected sectors and companies, some of which is sponsored. In addition, we provide data, including performance charts and statistics, across the full spectrum of pan-European equities.  Our team of expert analysts writes with a balanced view and our goal is to provide you with all the information you need to make your own investment decisions, or to understand in more detail what your adviser is recommending to you.

 

Matthew Read
  • Matthew Read

Seraphim Space Investment Trust – Dual-use SpaceTech: a strategic shif...

A surge in global defence spending – with NATO countries not only meeting but, in some cases, exceeding previous commitments – has pushed SpaceTech up the priority list for governments and prime contractors alike. This policy shift is feeding directly into the commercial market. Capital markets are also opening for SpaceTech, with investment volumes returning to near-2021 levels – $10.4bn in Q3 2025 versus an all-time high of $10.9bn in Q2 2021. Seraphim Space Investment Trust (SSIT) has sign...

23h / 7m 23h / 7m 18 EN
James Carthew
  • James Carthew

BlackRock American Income Trust – And now for something completely dif...

Earlier this year, BlackRock American Income (BRAI) announced a radical shake up. It asked shareholders to approve a new investment objective and policy, announced a new enhanced dividend policy, cut management fees drastically, and offered shareholders a 20% tender at a 2% discount to NAV (after costs). The proposals were welcomed by investors, with more than 99% of those voting giving their approval. The tender offer was undersubscribed, with just 16.15% of BRAI’s shares validly tendered. ...

11/27/25 November 27, 2025 14 EN
Matthew Read
  • Matthew Read

European active ETFs – A growing and evolving market

Active exchange-traded funds (ETFs) are a major recent innovation in the fund industry. They offer the flexibility and transparency of passive ETFs, combined with the benefits of active management, usually at a lower cost than traditional active funds, though still higher than passive ETFs. This note looks at the current range of active ETFs listed in Europe, highlighting the main providers and strategies available. The growing selection offers investors more options for seeking outperformanc...

11/25/25 November 25, 2025 14 EN
Matthew Read
  • Matthew Read

Pacific Horizon – Top performer as Asia regains momentum

Pacific Horizon (PHI) has rebounded strongly over the past year, outperforming its benchmark and peers as sentiment towards Asia has improved. The trust’s growth-focused approach, which had been out of favour during the period when global interest rates were rising, is once again delivering results. Despite the obvious challenges, Asian markets have benefitted from resilient domestic demand, easing trade tensions, and renewed confidence in technology-driven growth. With valuations across much...

11/25/25 November 25, 2025 24 EN
Richard Williams
  • Richard Williams

RIT Capital Partners – Firing up the cylinders

RIT Capital Partners’ (RIT’s) performance has turned a corner following a reshuffle of its leadership team last year and the adoption of a more concentrated approach. All three investment pillars – quoted equities, private investments and uncorrelated strategies – have performed well. Having been a drag on RIT’s performance for an extended period, its private portfolio has netted some highly profitable exits this year as M&A and IPO activity has ramped up after several lean years. Further rea...

11/20/25 November 20, 2025 20 EN
Matthew Read
  • Matthew Read

Seraphim Space Investment Trust – Dual-use SpaceTech: a strategic shif...

A surge in global defence spending – with NATO countries not only meeting but, in some cases, exceeding previous commitments – has pushed SpaceTech up the priority list for governments and prime contractors alike. This policy shift is feeding directly into the commercial market. Capital markets are also opening for SpaceTech, with investment volumes returning to near-2021 levels – $10.4bn in Q3 2025 versus an all-time high of $10.9bn in Q2 2021. Seraphim Space Investment Trust (SSIT) has sign...

23h / 7m 23h / 7m 18 EN
James Carthew
  • James Carthew

BlackRock American Income Trust – And now for something completely dif...

Earlier this year, BlackRock American Income (BRAI) announced a radical shake up. It asked shareholders to approve a new investment objective and policy, announced a new enhanced dividend policy, cut management fees drastically, and offered shareholders a 20% tender at a 2% discount to NAV (after costs). The proposals were welcomed by investors, with more than 99% of those voting giving their approval. The tender offer was undersubscribed, with just 16.15% of BRAI’s shares validly tendered. ...

11/27/25 November 27, 2025 14 EN
Matthew Read
  • Matthew Read

European active ETFs – A growing and evolving market

Active exchange-traded funds (ETFs) are a major recent innovation in the fund industry. They offer the flexibility and transparency of passive ETFs, combined with the benefits of active management, usually at a lower cost than traditional active funds, though still higher than passive ETFs. This note looks at the current range of active ETFs listed in Europe, highlighting the main providers and strategies available. The growing selection offers investors more options for seeking outperformanc...

11/25/25 November 25, 2025 14 EN
Matthew Read
  • Matthew Read

Pacific Horizon – Top performer as Asia regains momentum

Pacific Horizon (PHI) has rebounded strongly over the past year, outperforming its benchmark and peers as sentiment towards Asia has improved. The trust’s growth-focused approach, which had been out of favour during the period when global interest rates were rising, is once again delivering results. Despite the obvious challenges, Asian markets have benefitted from resilient domestic demand, easing trade tensions, and renewed confidence in technology-driven growth. With valuations across much...

11/25/25 November 25, 2025 24 EN
Richard Williams
  • Richard Williams

RIT Capital Partners – Firing up the cylinders

RIT Capital Partners’ (RIT’s) performance has turned a corner following a reshuffle of its leadership team last year and the adoption of a more concentrated approach. All three investment pillars – quoted equities, private investments and uncorrelated strategies – have performed well. Having been a drag on RIT’s performance for an extended period, its private portfolio has netted some highly profitable exits this year as M&A and IPO activity has ramped up after several lean years. Further rea...

11/20/25 November 20, 2025 20 EN
CMCL LN Caledonia Minin...

Expansion boosts bottom line

”‹Caledonia Mining (Caledonia) produced 23,300oz (23koz) of gold in H1 2016, a 14% increase on H1 2015, indicating that its investment in infrastructure to expand production is already bearing fruit. The company is on schedule to produce around 50koz of gold in 2016 (2015: 43koz)

CMCL LN CALEDONIA MINING
08/15/16 August 15, 2016 11 EN
Matthew Read
  • Matthew Read
PMGR Premier Miton G...

Pocket rocket

”‹Aided by the significant gearing provided by its zero dividend preference shares, sterling depreciation and some notable successes within its portfolio, Premier Energy and Water Trust (PEW’s) NAV and share price delivered MSCI Utilities Index beating performances over the 12 months to the end of June 2017. The portfolio has a high allocation to higher growth emerging markets (45.9% as at 30 June) reflecting the attractive discount at which emerging market utilities trade relative to wider mark...

PMGR PREMIER MITON GLOBAL RENEWABLES TRUST
07/12/17 July 12, 2017 13 EN
Matthew Read
  • Matthew Read
HRI Herald Investme...

Backing growing businesses

”‹The Technology sector has been rising strongly in recent months. In this note, we discuss a number of stocks that contributed to a near 40% increase in Herald Investment Trust’s NAV over the year to the end of May 2017. Nevertheless, Herald’s manager is convinced that UK technology companies in particular, which comprise over half the portfolio, have the growth potential to justify continued progress. The opportunity set for technology and media companies is considerable, allowing the best of ...

HRI HERALD INVESTMENT TRUST PLC
07/11/17 July 11, 2017 11 EN
Matthew Read
  • Matthew Read
SLPE Standard Life P...

Loading the portfolio

”‹SL Capital Partners, the manager of Standard Life Private Equity Trust (SLPE), observes an improving outlook in Europe. However, it thinks that some form of market disruption could occur during the next 12 to 24 months. This might lead to greater volatility and an improved pricing environment for those of its underlying funds that wish to make acquisitions. SLPE has been selective with its primary commitments and secondary fund purchases, aiming to be well positioned in advance of any market s...

SLPE STANDARD LIFE PRIVATE EQUITY
07/03/17 July 3, 2017 11 EN
Matthew Read
  • Matthew Read
SIGT Seneca Global I...

Changing tack

”‹Seneca Global Income & Growth (SIGT) has continued to outperform its flexible investment peer group, since we last wrote, while providing lower volatility of returns. Demand for its strategy is strong and, as planned, this has allowed SIGT to issue shares and grow the trust. This should lower the ongoing charges ratio over time. SIGT’s manager has recently been reducing exposure to equities, with overseas equities taking the brunt. This reflects the manager’s views that equity markets have exp...

SIGT SENECA GLOBAL INCOME & GROWTH TRUST
06/13/17 June 13, 2017 11 EN
BCAI Blue Capital Al...

Uncorrelated yield opportunity

”‹Blue Capital Alternative Income Fund Limited (BCAI) offers investors a diversified exposure to catastrophe reinsurance risks. This business is largely uncorrelated with investment markets, so the fund offers investors diversification and a yield of 6.5%. The return from inception to 31 March 2017 is 45.8% (9.1% annualised). The shares trade at a discount to NAV of 7.8%, which we regard as unwarranted given the fund’s strong fundamentals and the board’s determination to maintain strong returns....

BCAI BLUE CAPITAL ALTERNATIVE INCOME FUND LIMITED
05/31/17 May 31, 2017 30 EN

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