Investment trusts: sector news on Saturday 7 November 2026
Average tone +0.1 (neutral) across 3 companies with relevant coverage, from 25 stories.
How to read a score. Each score rates how good or bad the news was for the company, from −10 (clearly bad) to +10 (clearly good). 0 is neutral, and anything beyond ±6 is strong and rare. It rates the coverage, not the share price.
Company by company
| Company | Tone | Stories | What the coverage was about |
|---|---|---|---|
| Scottish Mortgage Investment Trust | +8.7 | 23 | Coverage focused on the trust's half-year results, in which net asset value total return was 31.5%, ahead of its benchmark, with SpaceX, Moderna and Anthropic contributing. |
| Alliance Witan | +0.8 | 1 | Coverage was limited to a survey attributed to Alliance Witan on millennials relying on inheritance. |
| Polar Capital Technology Trust | −9.2 | 1 | The only relevant coverage reports technology trusts tumbling in a global AI sell-off, with the Nasdaq and Nikkei both sharply lower. |
| F & C Investment Trust | — | 0 |
Strongest stories in the sector
- +10.0 Returns roughly twice the benchmark, driven by SpaceX.
- +10.0 Beat its benchmark thanks to private and AI holdings.
- +10.0 Strong net asset value gain over the half year.
- +10.0 Half-year NAV return ahead of global markets.
- +10.0 Gains driven by SpaceX's listing and a successful Moderna trial.
- +10.0 Big NAV rise attributed to SpaceX.
- +10.0 Strong half-year return from key holdings, with cautious tone.
- −9.2 Technology trusts sold off sharply as AI stocks fell, hitting this sector-focused trust.
- +9.2 Half-year earnings report showing strong performance.}
- +9.2 Gains realised from SpaceX flotation.
- +8.3 Coverage of the trust's results, which were strong.
- +8.3 Lower SpaceX exposure while still ahead of the index.
Investment trusts: every day · FTSE 100 overview for the day
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