About
Representation
View all Representation →Consultations- Digitisation Taskforce – Final Report
- FCA Consults on Fund Product Information and Cost Disclosure CP24/30 – ShareSoc Responds
- FRC Consults on UK Stewardship Code – ShareSoc Responds
- FCA Consultation – Modernising Redress
- HMRC Consultation – IHT on Pensions
- ShareSoc Evidence to Lords on FCA Enforcement
- ShareSoc supports FCA proposal for criminal background checks on owners and controllers of financial institutions
- UK ISA: ShareSoc submits consultation response
- FCA Consultation on Enforcement Practice & Transparency
- ShareSoc response to House of Commons Education Select Committee
- UKSA and ShareSoc Submission to Labour Party Review of Financial Services
- FCA Consultation GC23/2 Financial Promotions on Social Media
- VIEW ALL CONSULTATIONS
Education
Events
- Forums
Company
Digital 9 Infrastructure plc (DGI9)
Blog posts
Portfolio Review 2024 – Mark Bentley
Post Date: January 25, 2025
Introduction
This is now my fifth annual comprehensive portfolio review. See my 2020 review for an explanation of my investment objectives, strategy, "asset types" and investment accounts. My 2023 review can be found here.
In 2024 my portfolio's underperformance of my FTSE All-Share total return benchmark continued, albeit more modestly. My total return was 7.7% vs 9.8% for the benchmark. I may have to review my strategy if this underperformance continues in 2025 - but it may simply be a consequence of the ...
Net Asset Value (NAV) Write-down at DGI9
Post Date: September 25, 2024
This article reflects the opinions of its author and not necessarily those of ShareSoc.
Was fund manager Triple Point overpaid?
As Sachin Saggar comments in this piece, it is inconceivable that the manager of Digital 9 Infrastructure (DGI9), a Jersey regulated closed-ended fund, did not know the NAV, on which basis they received fees, was materially overstated.
It is time for the company to put the insurers of everyone involved on notice and for the Jersey regulator to step in and investigate Triple ...
Portfolio Review 2023 – Mark Bentley
Post Date: January 23, 2024
This article reflects the opinions of its author and not necessarily those of ShareSoc.
Introduction
This is now my fourth annual comprehensive portfolio review. See my 2020 review for an explanation of my investment objectives, strategy, "asset types" and investment accounts. My 2022 review can be found here.
2023 was again a difficult and disappointing rollercoaster year. For the second consecutive year my results underperformed my FTSE All-share total return benchmark. See "Results Breakdown" below for the gory details.
At least this year my aggregate ...
ShareSoc News
Attending AGMs Using AJ Bell’s Voting Service
Post Date: June 4, 2025
How their service works in practice
Relatively recently, AJ Bell introduced an electronic voting service for clients, which can be accessed from the Account menu (Voting Instructions) when viewing your portfolio. The technology used for this (Broadridge) is the same as that which interactive investor (ii) use for their service. It also offers the option of requesting attendance at a general meeting, which can be found at the top of the form for completing voting instructions.
When I use that option with ii, ...
Digital 9 Infrastructure – Catastrophic Performance Harms Shareholders
Post Date: November 20, 2024
ShareSoc has considered the DGI9 case carefully and has approached the FCA.
ShareSoc member Paul de Gruchy has written previously about disturbing revelations at DGI9. Further research by Paul has revealed apparent failures by TriplePoint, the fund’s former Alternative Investment Fund Manager (AIFM) to comply with the investment policies set out in the fund’s prospectus, contributing to a collapse in DGI9’s NAV and in its share price.
The case has been considered by ShareSoc’s policy committee which decided to approach the FCA with ...
The Pros and Cons of Shareholder Litigation
Post Date: September 25, 2024
A key element of ShareSoc’s mission is to ensure fair treatment for individual investors. We often campaign when investors are misled, or their funds are misappropriated.
There are two principal outcomes we look for:
1. Redress for losses that should not have happened.
2. Punishment for those that mislead investors or misappropriate funds, to deter others.
This article focuses on the first of these desired outcomes, although we are equally concerned about both.
Wherever losses are recoverable we want to see that happen. The question we ...
Become a free Associate ShareSoc member
Enter your email to sign up as a free Associate ShareSoc member and receive our emails. It takes a few seconds — and on the next page you'll have the option to customise your membership.