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Gavin Lumsden, head of news @QuotedData, says: "You can get more of our news on investment companies in our free, daily newsletter." Register here: https://t.co/vQ4Ja5rFuR

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TwentyFour Select Monthly Income $SMIF says last month’s commitment by Andy Burnham to follow the Labour government’s fiscal rules if he replaces Kier Starmer as PM contributed to the credit fund’s cautious optimism after a turbulent half year. https://t.co/Ue0HRYENsa

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Political risk is reshaping markets.
Join us live with Keith Craig of The Sunday Briefing to explore what investors should watch next.

📅 Friday. 12 June 2026
⏰ 11am
📍 https://t.co/XJKA3MaYk9

#QuotedData #Investing #Geopolitics #Markets

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$ATR a good fit for $PAC says James Carthew @QuotedData: “The Schroder team is well-regarded & has delivered decent long-term returns ... The lower fees, conditional tender offer, increased scale/liquidity, & cost contribution from Schroders are good news” https://t.co/rQZMAV77XH

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Pacific Assets $PAC, the £473m investment trust hit by the exit of its Stewart Investors management team last year, is to merge with Schroder Asian Total Return $ATR, offering shareholders a 25% cash exit at a 2% discount. https://t.co/Jd1dsZzyEA

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Pacific Assets $PAC, the £473m investment trust hit by the exit of its Stewart Investors management team last year, is to merge with Schroder Asian Total Return $ATR, offering shareholders a 25% cash exit at a 2% discount. https://t.co/Jd1dsZzyEA

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Update: $BBOX rose nearly 5% to 151p after saying the government had approved its data centre development at Manor Farm near Heathrow. https://t.co/Ss0FBSukn1

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Tritax Big Box REIT $BBOX now expects the Ministry of Housing, Communities and Local Government to announce the long-awaited planning decision on its data centre at Manor Farm, Heathrow on or before 7 July.🤞

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TR Property $TRY fund manager Marcus Phayre-Mudge's frustration at the impact of the Iran war on the investment trust's results was nothing to his anger at Unite $UTG for buying Empiric Student Property, calling it a "disastrous corporate acquisition". https://t.co/gh4t80E67r

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Impax Environmental Markets faces a potentially defining moment, with an RGM set for 17 June following Saba Capital’s campaign.

Our latest note looks at the tender offer, recent performance and what may come next.

Read more: https://t.co/iPQ215DCSy
#QuotedData #Impax #Saba

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AVI Japan Opportunity Trust has added scale following its combination with Fidelity Japan.

Our latest note looks at its engagement-led approach, the Japan backdrop and the potential for further NAV growth.

Read more: https://t.co/fjtZX28Brz
#QuotedData #AVI #Fidelity

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Tritax Big Box REIT $BBOX now expects the Ministry of Housing, Communities and Local Government to announce the long-awaited planning decision on its data centre at Manor Farm, Heathrow on or before 7 July.🤞

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International Biotechnology Trust $IBT was a small beneficiary of GSK’s record $10.6bn acquisition of US cancer drug developer Nuvalent yesterday, with 0.4% invested in the Boston-based company. This is the sixth bid IBT has seen this year. https://t.co/y4AaYFnZNN

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Flushed with its ICEYE success, Molten Ventures $GROW invests €30m into €270m series-D funding round by Isar Aerospace, a German satellite launch company it says is “one of the most significant opportunities” in the European space technology sector. https://t.co/y4AaYFnZNN

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Workspace $WKP, the office space provider fighting efforts by Saba to wind it down, cuts its final dividend by 12.1% to 16.7pps. “Workspace’s results underline the scale of the task ... but also the opportunity," says Matthew Read @QuotedData. https://t.co/y4AaYFnZNN

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Saba Capital has bought a 5% position in Grainger $GRI, the £1.1bn residential landlord where Mike Ashley, founder of Frasers, bought a 4.2% stake last month. “Strap in, this could get interesting." says @RichWilliamsQD @QuotedData. https://t.co/y4AaYFnZNN

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Lindsell Train $LTI fund manager Nick Train has invested in US credit scorer FICO, doubling down on an artificial intelligence “winners” bet that has pushed the investment trust to its worst annual loss in 25 years. https://t.co/9RY7v9jkGW

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Seraphim Space $SSIT soars 23% and Molten Ventures $GROW jumps 11% after ICEYE, the Finnish satellite constellation operator they hold, quadruples its valuation to over €10bn ($12bn) in its latest fund raising. https://t.co/bkbFggLAQa

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Investment Trust Newsletter publisher Andrew McHattie thinks $USA could sell on a 20% discount, or around 48 cents a share, compared to 37c now, telling the @QuotedData “In The Hot Seat” show on Friday, “there is still a bit of value here for optimists”.

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US Solar Fund $USF was a surprise top riser in the investment companies sector last month after its shares soared 33% on talks to sell its portfolio at a “significant premium”. 1/2 https://t.co/JaJPZuZMhA

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Seraphim Space $SSIT will join the FTSE 250 on 19 June after a 39% share price rise this year and last month’s £127m C-share issue lifted the market value of the world’s first listed SpaceTech fund to £698m at Friday’s close. https://t.co/ZLfy6QZrIg

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A “cautiously optimistic” Tufton Assets $SHIP, the £350m shipping fund, made a 12.7% investment return in April and May as the war in the Middle East drove up the rates at which it charters out its product tanker and bunker vessels. https://t.co/ZLfy6QZrIg

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JPMorgan China Growth & Income $JCGI beat a falling Chinese stock market with a 9.5% fall in net asset value compared to a 13.8% decline in the MSCI China index in the six months to 31 March. https://t.co/ZLfy6QZrIg