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Investment Trust Insights

Our latest research and insights on investment trust investing

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Henderson High Income – Fund manager interview with Quoted Data

Henderson High Income – Fund manager interview with Quoted Data

In an interview with Quoted Data, David Smith, Portfolio Manager of Henderson High Income, discusses the Trust’s investment process, the qualities he looks for in a business, recent portfolio activity, and areas where he is finding opportunities.

Fund Manager August 2021 Commentary – Lowland Investment Company

Fund Manager August 2021 Commentary – Lowland Investment Company

Laura Foll, Co-Portfolio Manager of Lowland Investment Company, delivers an update on the Trust highlighting the encouraging updates from holdings within the portfolio, recent portfolio activity and provides her outlook for UK equities.

Fund Manager August 2021 Commentary – Henderson EuroTrust

Fund Manager August 2021 Commentary – Henderson EuroTrust

Jamie Ross, Portfolio Manager of Henderson EuroTrust, delivers his monthly commentary highlighting how the Trust performed in August and how individual stocks contributed to performance.

Fund Manager August 2021 Commentary – City of London

Fund Manager August 2021 Commentary – City of London

Job Curtis, Portfolio Manager of The City of London Investment Trust, delivers an update on the Trust highlighting the performance of the UK market, recent portfolio activity and provides his thoughts on the broader economic outlook.

What is going on in China?

What is going on in China?

The recent regulatory clampdown in China has resulted in massive selloffs in some of the country’s biggest stocks, leading some investors to question whether it is worth investing in the region. In this article, Mike Kerley, Fund Manager of Henderson Far East Income, discusses the recent regulatory clampdown – highlighting the key drivers behind some of the regulation, its impact on the trust and where the opportunities lie going forward.

Fund Manager July 2021 Commentary – Henderson European Focus Trust

Fund Manager July 2021 Commentary – Henderson European Focus Trust

John Bennett, Fund Manager for Henderson European Focus Trust, delivers his monthly commentary highlighting the performance of the European market in July, the contribution of specific stocks to performance and changes made to the portfolio.

Understanding share splits

Understanding share splits

Share splits are a fairly widespread feature of the investment trust world. In this video, we explain what they are, how they work and how they benefit investors in terms of making a trust’s shares more accessible to investors.

Fund Manager July 2021 Commentary – City of London

Fund Manager July 2021 Commentary – City of London

Job Curtis, Fund Manager of The City of London Investment Trust, provides an update on the Trust – highlighting how individual stocks contributed to performance and provides his outlook for the broader economy.

Outlook for income becoming more positive

Outlook for income becoming more positive

David Smith, Fund Manager of Henderson High Income Trust, discusses the Trust’s recent performance, highlighting the key drivers of performance and areas where he is finding opportunities. David also touches on the outlook for global economies and income in the coming months.

HEFT Minisode: Episode 1 – Value

HEFT Minisode: Episode 1 – Value

Laura Thomas and Tom O’hara, Fund Manager of Henderson European Focus Trust, discuss the major factors currently affecting the market, changes made to the portfolio, the inflation conundrum, and the nuances between “deep value” and “quality value” stocks.

Fund Manager July 2021 Commentary – Henderson EuroTrust

Fund Manager July 2021 Commentary – Henderson EuroTrust

Jamie Ross, Fund Manager of Henderson EuroTrust, delivers his monthly commentary covering how the Trust performed in July and how individual stocks impacted performance.

Diversification done differently

Diversification done differently

In this article, we describe how a multi-manager approach and flexibility to invest with no set limits within individual countries and sectors have combined to serve the Bankers Investment Trust particularly well in terms of its investment returns.