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 (not Saturday) morning.
This week's ne...
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UPDATE: A revised version of this article was published in April 2026.
A regulation change in 2012 allowed investment companies to pay dividends out of any capital profits they have made as well as any income received, as long as their shareholders approve the practice. Known as an enhanced dividend policy, it has remained a minority sport with only a few dozen trusts going down this route. Quite a few of them choose to pay out a set percentage of their net asset value each year in order to attract income-seeking investors. Here we look at which trusts are paying out such dividends and what f...
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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 (not Saturday) morning.
This week's ne...
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UPDATE: A revised version of this profile was published in November 2025.
Allianz Technology Trust has been one of the best-performing trusts over the last decade. Its management team is based in San Francisco, close to many of the world's best-known technology companies and lead manager Walter Price has specialised in the sector since the 1970s. While technology has undoubtedly been a great place to invest in recent times, the trust has maintained a comfortable lead over its benchmark ever since Allianz was appointed in 2007. However, the rotation towards cyclical stocks we've seen in the pa...
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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 (not Saturday) morning.
This week's ne...
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UPDATE: This trust was bought by Drax in the summer of 2026 at a price of 92.6p per share.
Bluefield Solar Income Fund (ticker BSIF) was one of the first renewable energy infrastructure trusts to list in 2013 and it has one of the best performance and income records in the sector. Change however is afoot. After a few years with little in the way of acquisitions, it's now expanding once again as technology improvements have made subsidy-free solar plants viable in the UK for the first time. The trust is also branching out into onshore wind and energy storage systems. Like many other renewable ...
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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 (not Saturday) morning.
This week's ne...
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UPDATE: This trust was delisted in the summer of 2026, with shareholders offered a cash exit or a rollover into a new open-ended fund run by Darwall or JPMorgan European Growth & Income.
After a long period of outstanding returns, Alexander Darwall's European Opportunities Trust has struggled for the last eighteen months. The demise of Wirecard, once its largest holding, did a lot of damage both financially and reputationally, but the returns from the rest of its portfolio have lagged as well. The trust is trading at a double-digit discount, a level not seen since the Greek financial cris...
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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 (not Saturday) morning.
This week's ne...
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UPDATE: Supermarket Income REIT moved to the commercial section of the London Stock Exchange in July 2025.
Supermarket Income REIT's 2017 IPO looks to have been very well timed. Increased demand for grocery services arising from the pandemic has helped drive rental yields steadily lower and therefore asset prices higher. Supermarket Income REIT has expanded its portfolio to 35 stores plus a share in a joint venture that owns a further 26. It targets larger omnichannel stores, i.e. those that offer delivery and in-store purchases, with the vast majority of its rental income contracted to rise ...
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