Herald Investment Trust

Herald Investment trust refers Saba activism to FCA

Investment Trusts

Herald Investment trust refers Saba activism to FCA

'Deplores' Saba's approach

clock 23 February 2026 • 3 min read
IEM pre-empts Saba ambush and offers activist exit opportunity

Investment Trusts

IEM pre-empts Saba ambush and offers activist exit opportunity

Following similar tender offer by Herald

clock 16 January 2026 • 3 min read
Herald puts forward tender offer in bid to break Saba deadlock

Investment Trusts

Herald puts forward tender offer in bid to break Saba deadlock

Backstop tender offer also proposed

clock 09 January 2026 • 3 min read
Herald pushes for resolution with Saba as activist's shareholding reaches 30%

Investment Trusts

Herald pushes for resolution with Saba as activist's shareholding reaches 30%

Engagement attempted

clock 23 July 2025 • 1 min read
Saba one share away from triggering bid for Herald investment trust

Investment Trusts

Saba one share away from triggering bid for Herald investment trust

Not forced to sell

clock 10 July 2025 • 1 min read
Herald survives continuation vote and sees off Saba shutdown fears

Investment Trusts

Herald survives continuation vote and sees off Saba shutdown fears

Turnout of 69.1% of shareholders

clock 25 March 2025 • 2 min read
Herald shareholders urged to support continuation at AGM as Saba vote could lead to wind-up of the trust

Investment Trusts

Herald shareholders urged to support continuation at AGM as Saba vote could lead to wind-up of the trust

AGM in March

clock 20 February 2025 • 2 min read
Chancery Lane Income Planners' Doug Brodie: Saba is the wake-up call trust boards needed

Investment Trusts

Chancery Lane Income Planners' Doug Brodie: Saba is the wake-up call trust boards needed

There is a 'big elephant in the room'

clock 28 January 2025 • 4 min read
Lloyds agrees to allow investment trust shareholders to vote on Saba resolutions

Investment Trusts

Lloyds agrees to allow investment trust shareholders to vote on Saba resolutions

Five meetings next week

clock 28 January 2025 • 2 min read
Record numbers of Hargreaves Lansdown clients vote in Saba investment trust saga

Investment Trusts

Record numbers of Hargreaves Lansdown clients vote in Saba investment trust saga

Over 40% turnout for Herald

clock 27 January 2025 • 2 min read
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