This is our weekly roundup of investment trust announcements, movers and - new this week - forthcoming dividend and ex-dividend dates. The tables with the week's biggest gainers, losers and discount changes, courtesy of Numis Securities, is below the summary of the week's trust news. If there are trusts you are interested in, the links in the last section will take you to the relevant London Stock Exchange announcement. The percentage figures in this list show the share price responses on the day of the announcement. Please note that the charts and weekly and year to date performance data wer...
This is a premium article for our subscribers.
Please log in below to read it, or find out how to join the Money Makers Circle.
This is our weekly roundup of investment trust announcements and data. The tables with the week's biggest gainers, losers and discount changes, courtesy of Numis Securities, is below the summary of the week's trust news. If there are trusts you are interested in, the links in the last section will take you to the relevant London Stock Exchange announcement. The percentage figures in this list show the share price responses on the day of the announcement. Please note that the charts and weekly and year to date performance data were correct as of Friday morning.
This week's news There were n...
This is a premium article for our subscribers.
Please log in below to read it, or find out how to join the Money Makers Circle.
This is our weekly roundup of investment trust announcements and data. The tables with the week's biggest gainers, losers and discount changes, courtesy of Numis Securities, is below the summary of the week's trust news. If there are trusts you are interested in, the links in the last section will take you to the relevant London Stock Exchange announcement. The percentage figures in this list show the share price responses on the day of the announcement. Please note that the charts and weekly and year to date performance data were correct as of Friday morning.
This week's news In a strong ...
This is a premium article for our subscribers.
Please log in below to read it, or find out how to join the Money Makers Circle.
This is our weekly roundup of investment trust announcements and data. The tables with the week's biggest gainers, losers and discount changes, courtesy of Numis Securities, is below the summary of the week's trust news. If there are trusts you are interested in, the links in the last section will take you to the relevant London Stock Exchange announcement. The percentage figures in this list show the share price responses on the day of the announcement. Please note that the charts and weekly and year to date performance data were correct as of Friday morning.
This week's news In a quieter...
This is a premium article for our subscribers.
Please log in below to read it, or find out how to join the Money Makers Circle.
This is our weekly roundup of investment trust announcements and data. The tables with the week's biggest gainers, losers and discount changes, courtesy of Numis Securities, is below the summary of the week's trust news. If there are trusts you are interested in, the links in the last section will take you to the relevant London Stock Exchange announcement. The percentage figures in this list show the share price responses on the day of the announcement. Please note that the charts and weekly and year to date performance data were correct as of Friday morning.
This week's news It was a bet...
This is a premium article for our subscribers.
Please log in below to read it, or find out how to join the Money Makers Circle.
HarbourVest Global Private Equity (tickers: HVPE and HVPD) was launched in late 2007 and is one of the largest funds in the private equity sector. It employs a fund-of-funds approach, investing in a range of HarbourVest vehicles that give access to a wide range of leading private equity managers and a very well-diversified underlying global portfolio of several thousand companies. It chooses not to pay a dividend but has one of the better performance records in the sector having outperformed global markets after costs by an annualised four percentage points over the past decade. There is a hig...
This is a premium article for our subscribers.
Please log in below to read it, or find out how to join the Money Makers Circle.
This is our weekly roundup of investment trust announcements and data. The tables with the week's biggest gainers, losers and discount changes, courtesy of Numis Securities, is below the summary of the week's trust news. If there are trusts you are interested in, the links in the last section will take you to the relevant London Stock Exchange announcement. The percentage figures in this list show the share price responses on the day of the announcement. Please note that the charts and weekly and year to date performance data were correct as of Friday morning.
This week's news There were n...
This is a premium article for our subscribers.
Please log in below to read it, or find out how to join the Money Makers Circle.
AVI Global Trust (ticker: AGT) was founded in 1889 and until a few years ago was known as British Empire. It has been managed by Asset Value Investors (AVI) since the mid-1980s during which time its net assets have climbed from £6m to around £1bn producing an impressive annualised return of just shy of 12%. It looks to buy quality companies and assets through structures that are trading at a discount via a concentrated portfolio of closed-ended funds, European/Asian family-run holding companies, and mostly Japanese asset-rich special situations. AVI Global often engages with its investments, a...
This is a premium article for our subscribers.
Please log in below to read it, or find out how to join the Money Makers Circle.
This is our weekly roundup of investment trust announcements and data. The tables with the week's biggest gainers, losers and discount changes, courtesy of Numis Securities, is below the summary of the week's trust news. If there are trusts you are interested in, the links in the last section will take you to the relevant London Stock Exchange announcement. The percentage figures in this list show the share price responses on the day of the announcement. Please note that the charts and weekly and year to date performance data were correct as of Friday morning.
This week's news It was a som...
This is a premium article for our subscribers.
Please log in below to read it, or find out how to join the Money Makers Circle.
This is our weekly roundup of investment trust announcements and data. The tables with the week's biggest gainers, losers and discount changes, courtesy of Numis Securities, is below the summary of the week's trust news. If there are trusts you are interested in, the links in the last section will take you to the relevant London Stock Exchange announcement. The percentage figures in this list show the share price responses on the day of the announcement. Please note that the charts and weekly and year to date performance data were correct as of Friday morning.
This week's news It was anoth...
This is a premium article for our subscribers.
Please log in below to read it, or find out how to join the Money Makers Circle.
© 2026 Money Makers