London Stock Exchange Group plc
The fund groups London Stock Exchange Group with other data and information-services holdings that have been weak because investors fear disruption from rapid AI development. The…
The fund seeks income with capital-growth potential over the long term and invests mainly in UK equities, with a process centred on cash flow and dividend growth. The letter reports total net assets of GBP 700.00 million; using the 31 August 2026 GBP/USD close of 1.3549 implies approximately USD 948.43 million. ([Exchange Rates UK][1])
The fund groups London Stock Exchange Group with other data and information-services holdings that have been weak because investors fear disruption from rapid AI development. The…
Sage is one of the fund's data and information-services holdings that has suffered because of investor concern that AI could disrupt established software and data businesses. The…
Experian is included among the fund's data and information-services holdings that have been pressured by fears that AI will disrupt their businesses. The managers disagree with…
Smith & Nephew disappointed by cutting its full-year 2026 revenue target after previously setting growth targets, and the subsequent CFO departure added to negative sentiment…
The fund groups London Stock Exchange Group with other data and information-services holdings that have been weak because investors fear disruption from rapid AI development. The…
Sage is one of the fund's data and information-services holdings that has suffered because of investor concern that AI could disrupt established software and data businesses. The…
Experian is included among the fund's data and information-services holdings that have been pressured by fears that AI will disrupt their businesses. The managers disagree with…
Smith & Nephew disappointed by cutting its full-year 2026 revenue target after previously setting growth targets, and the subsequent CFO departure added to negative sentiment…
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