investment policy

Budget 26: Government sets out lifetime 'founders' relief' on CGT up to £10m

UK

Budget 26: Government sets out lifetime 'founders' relief' on CGT up to £10m

Halves business disposal relief

clock 28 October 2026 • 2 min read
HICL Infrastructure calls general meeting to update investment policy

Investment Trusts

HICL Infrastructure calls general meeting to update investment policy

Focus on 'enhancers'

clock 22 October 2026 • 2 min read
Scottish Mortgage seeks investment policy change to add more privates

Investment Trusts

Scottish Mortgage seeks investment policy change to add more privates

General meeting 10 April

clock 16 March 2026 • 2 min read
Home REIT shareholders clear way to implement managed wind-down

Investment Trusts

Home REIT shareholders clear way to implement managed wind-down

Investment policy change approved

clock 16 September 2024 • 1 min read
Sequoia Economic Infrastructure Income amends investment policy to lock in higher rates

Investment Trusts

Sequoia Economic Infrastructure Income amends investment policy to lock in higher rates

Reduction of floating rate exposure

clock 17 May 2024 • 1 min read
Digital 9 Infrastructure proposes investment policy change amid managed wind-down

Investment Trusts

Digital 9 Infrastructure proposes investment policy change amid managed wind-down

General meeting on 25 March

clock 28 February 2024 • 2 min read
US Solar Fund appoints manager after shareholders pass new investment policy

Investment Trusts

US Solar Fund appoints manager after shareholders pass new investment policy

Amber Infrastructure Investment Advisor

clock 17 November 2023 • 1 min read
Nippon Active Value eyes tweaks to investment policy following double merger

Investment Trusts

Nippon Active Value eyes tweaks to investment policy following double merger

Shareholder letter

clock 04 September 2023 • 3 min read
Home REIT begins 'stabilisation' process as it transfers leases on 100 properties

Investment Trusts

Home REIT begins 'stabilisation' process as it transfers leases on 100 properties

‘Significantly higher' rent collection

clock 23 August 2023 • 2 min read
Home REIT moves on from Alvarium as shareholders approve new investment policy

Investment Trusts

Home REIT moves on from Alvarium as shareholders approve new investment policy

99.98% of votes cast in favour

clock 22 August 2023 • 2 min read
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