Investment Trust Insights

Our latest research and insights on investment trust investing

What themes are helping drive Henderson EuroTrust’s performance?

Jamie Ross, Fund Manager of Henderson EuroTrust plc, shares the themes that he is considering for the Trusts portfolio and what this has meant for the current performance of the Trust and its future outlook.

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Henderson Diversified Income Trust Fund Manager presentation

Watch Co-Fund Managers Jenna Barnard and John Pattullo present on Henderson Diversified Income Trusts’ performance over the last financial year and their outlook for the coming months.

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The Importance of Dividends to Total Returns

For those seeking long-term, inflation beating returns, stock market investment represents one of the most accessible and compelling avenues. Dividend investing is not new but has fallen out of favour despite their historically significant role in total returns.

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Henderson Alternative Strategies Trust AGM

Watch Co-Fund Manager Alex Barr, present on the performance of Henderson Alternative Strategies Trust performance over the last financial year as well as the progress made on the realisation of the trust.

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Fund manager August commentary – The City of London Investment Trust

Job Curtis, Fund Manager for The City of London Investment Trust, delivers his monthly commentary on how the Trust performed in August, portfolio activity and his thoughts on wider economic and political developments.

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Fund manager August commentary – Lowland Investment Company

Laura Foll, Co- Fund Manager for Lowland Investment Company, delivers her monthly commentary on how the Trust performed in August, portfolio activity and her thoughts on wider economic and political developments.

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Fund manager August commentary – Henderson EuroTrust

Jamie Ross, Fund Manager for Henderson EuroTrust, delivers his monthly commentary on how the Trust performed in August, portfolio activity and his thoughts on wider economic and political developments.

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Strategic Fixed Income: Japanification — Europe first and now the US

John Pattullo, Co-Fund Manager for Henderson Diversified Income, explains how the suppression of volatility by the US Federal Reserve during the Covid crisis has led to the Japanification of the US corporate bond market.

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Investment Trusts for Retirement Planning

A great many of us may well be in a state of denial about our financial futures and the inherent financial implications. The UK’s Basic State Pension is unlikely to cover all of your yearly expenses. Can investment trust-based pensions form a part of your future?

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