...and the rest
Investors’ Chronicle Impax Asset Management’s
decision to concentrate on ethical investing has “paid off handsomely”. The fund manager’s “trophy funds” have enjoyed a record year; assets under management are up by 84% to £37.2bn. Hold
(1,372p). Investment platform AJ Bell has launched two apps to attract more Millennials
“to a simplified investment proposition”. These upgrades won’t be cheap, but show the company is ready to fight for its market share. Hold (387p).
The Mail on Sunday Sirius Real Estate
owns and runs business parks in Germany, and is now expanding into the UK. Further acquisitions are expected, which should translate into sustained income and dividend growth. Keep buying (140p).
Shares Odyssean Investment Trust
has a knack for selecting takeover targets, and the latest bid for pharmaceuticals group Clinigen, one of its holdings, has provided a boost for its share price. Results for the six months to September 2021 revealed an impressive 13.5% increase in net asset value (NAV) per share. Buy (157p).
The Daily Telegraph Nvidia
is a computerchip designer. Its technology powers social-network features on TikTok and Facebook as well as Microsoft Word’s grammar checks. It looks poised to benefit from the
“three major trends of the next decade”: artificial intelligence, augmented reality and 5G mobile networks.
Buy ($282). Engineering firm Spirax-Sarco has raised its dividend for more than 20 consecutive years. It dominates the market for products regulating steam and electric-thermal energy, an area competitors will struggle to gain a foothold in. Buy (15,745p).