RIT CAPITAL PARTNERS WKN: 878204 ISIN: GB0007366395 Kürzel: 1IH Forum: Aktien Thema: Hauptdiskussion

YTD to 30 September, RIT’s NAV per share total return is +10.7%. https://www.ritcap.com/news/rit-publishes-september-2026-factsheet-and-nav-commentary/

"Why we’re looking beyond the Magnificent Seven to play AI boom" - Maggie Fanari, CEO of J. Rothschild Capital Management, the investment manager of RIT Capital Partners, explains why the trust has limited exposure to the Magnificent Seven despite being positive on AI. She also discusses recent performance. https://www.ii.co.uk/analysis-commentary/why-were-looking-beyond-magnificent-seven-play-ai-boom-ii540516

Congrats! Well deserverd. RIT wins AIC’s Best Shareholder Engagement Award https://www.ritcap.com/news/rit-wins-aics-best-shareholder-engagement-award/

Warum europäische Aktien von der KI-Korrektur profitieren können: Trotz steigender Risiken in Frankreich können europäische Aktienmärkte zu einer neuen Rally ansetzen, glaubt Oliver Schmidt, Investmentchef beim Bankhaus Metzler. „Die Stimmung bei Unternehmen und bei Investoren dreht wieder ins Positive“, sagte Schmidt im Gespräch mit dem Handelsblatt. Dafür spreche ein Mix aus Gründen. https://www.handelsblatt.com/finanzen/maerkte/boerse-inside/maerkte-warum-europaeische-aktien-von-der-ki-korrektur-profitieren-koennen/100261327.html

Anthropic Börsengang in der Woche ab dem 16. November: Das amerikanische KI-Unternehmen Anthropic gibt den Startschuss für einen Mega-Börsengang schon im November und reicht die nötigen Unterlagen ein. Es dürfte einer der größten Börsengänge aller Zeiten werden. https://www.tagesschau.de/wirtschaft/unternehmen/anthropic-bereitet-boersengang-vor-100.html

2 Billionen Dollar IPO - RIT Capital Partners Explores Anthropic Investment Opportunities https://www.linkedin.com/posts/rit-capital_how-the-investment-trusts-with-pre-ipo-anthropic-activity-7503709378924036096-IpvJ

Accenture und Anthropic investieren Milliarden in KI-Sicherheit https://www.handelsblatt.com/unternehmen/dienstleister/ki-unternehmen-accenture-und-anthropic-investieren-milliarden-in-ki-sicherheit/100255810.html

Accenture und Anthropic investieren Milliarden in KI

How to invest in Anthropic before everyone else https://www.ajbell.co.uk/news/how-invest-anthropic-everyone-else

Woohoo https://www.ritcap.com/wp-content/uploads/2026/08/Half-Yearly-Report-to-June-2026.pdf

During August we repurchased £4.3m or approximately 167,000 RIT shares.

Maggie war echt ein Glücksgriff für unser Office. Ein riesiges Dankeschön.

Quoted Equities contributed positively to performance, led by a meaningful contribution from SpaceX and our commodity related exposures, with a marginal offset from our small-cap position. We continue to expect some near-term volatility in SpaceX as our staggered lock-up unwinds through the end of the year. https://www.ritcap.com/news/rit-publishes-august-2026-factsheet-and-nav-commentary/

RIT Capital Partners plc has today released its unaudited diluted NAV as at 31 August 2026 (with debt at fair value) of 3,221p per £1 ordinary share (31 July 2026: 3,106p), +3.7% for the month. YTD to 31 August, RIT’s NAV per share total return is +11.1%. Over the 12 months to 31 August, RIT’s NAV per share total return is +17.3%. https://www.linkedin.com/posts/rit-capital_rit-capital-partners-plc-has-today-released-activity-7504063944173670401-6znn

How the investment trusts with pre-IPO Anthropic exposure differ: There are currently four investment trusts which already have a stake in AI giant Anthropic: Baillie Gifford US Growth, RIT Capital Partners, Schiehallion Fund and Scottish Mortgage. This' particularly relevant to investors right now because the Claude creator is rumoured to be making its public stock market debut later this year, and is tipped in some quarters to take the title for biggest IPO from SpaceX. https://www.ajbell.co.uk/news/how-investment-trusts-pre-ipo-anthropic-exposure-differ