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Investment Trust Insights

Our latest research and insights on investment trust investing

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Fund Manager April Commentary – Lowland Investment Company

Fund Manager April Commentary – Lowland Investment Company

Laura Foll, co-fund manager, provides an update on the Lowland Investment Company. Laura highlights the stocks that have contributed to performance and explains how the first quarter trading updates for much of the portfolio and the progress is encouraging.

Fund Manager April Commentary – Henderson EuroTrust

Fund Manager April Commentary – Henderson EuroTrust

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

Fund Manager April Commentary – The City of London Investment Trust

Fund Manager April Commentary – The City of London Investment Trust

Job Curtis, Fund Manager for The City of London Investment Trust, provides his monthly commentary on how the Trust performed in April, which sectors and stocks contributed to its performance and his thoughts on the wider economic outlook.

Why it pays to study a Factsheet

Why it pays to study a Factsheet

This video explains why it pays to study a factsheet when exploring different Investment Trusts; the factsheet will allow readers to analyse the Trust in more detail with all its core information in one place.

Fund manager interview with interactive investor

Fund manager interview with interactive investor

In an interview with interactive investor, The Henderson Smaller Companies Investment Trust fund manager, Neil Hermon, talks in more detail about the Trust, the investment process, recent portfolio activity and ESG.

Where to find income in the post-lockdown world

Where to find income in the post-lockdown world

Job Curtis, Fund Manager of The City of London Investment Trust, discusses the Trusts performance in the first quarter of 2021 and the recent activity within the Trusts portfolio. Job also discusses where he is finding the companies with the best dividend yield.

Set to benefit from recovery

Set to benefit from recovery

Laura Foll, Co-Fund Manager of Henderson Opportunities Trust, discusses the Trusts recent performance, highlighting the broad range of companies responsible for driving much of this strong performance and how the Trusts flexible mandate benefits investors.

What will UK PLC do with all that cash?

What will UK PLC do with all that cash?

This piece explores how The City of London Investment Trust is seeking opportunities as cash-rich UK businesses put that wall of money to work.

Lowland: Domestic UK market undervalued as headwinds subside

Lowland: Domestic UK market undervalued as headwinds subside

Laura Foll, co-fund manager, provides an update on the Lowland Investment Company. Laura explains the complete reversal in the detractors affecting the UK market and highlights how the portfolio’s multi-cap approach affords the opportunity to take advantage of the undervalued UK domestic market.

How to read and understand an Annual report

How to read and understand an Annual report

This white paper is designed to guide investors through the detail of an annual report and explains how best to develop a deeper understanding of what those statements can reveal about a business’s financial condition.

Uncertain times, strong performance

Uncertain times, strong performance

Watch Alex Crooke, Fund Manager for The Bankers Investment Trust, in the Trust TV studio as he looks back on an extraordinary year for global markets and discusses the particular challenges he faced.

Trust TV: The Bankers Investment Trust

Trust TV: The Bankers Investment Trust

Watch Alex in the Trust TV studio as he looks back on an extraordinary year for global markets and discusses the particular challenges he faced.