For financial professionals in the UK

Investment Trust Insights

Our latest research and insights on investment trust investing

Latest Insights

Subscribe for relevant insights delivered straight to your inbox

Discussion with the Chairman: Negotiating the year of Covid-19

Discussion with the Chairman: Negotiating the year of Covid-19

Jamie Ross, Fund Manager of Henderson EuroTrust, and the Chairman of the Board, Nicola Ralston discuss how the relationship between the Board and the Fund Manager enhanced the Company’s resilience and supported strong performance throughout the year of the pandemic.

Reflation train — arriving on time

Reflation train — arriving on time

Jenna Barnard and John Pattullo, Co-Fund Managers of Henderson Diversified Income Trust, dissect the reflation narrative, sharing interesting views that go somewhat against consensus.

Fund Manager March Commentary – City of London

Fund Manager March Commentary – City of London

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

Fund Manager March Commentary – Lowland Investment Company

Fund Manager March Commentary – Lowland Investment Company

Laura Foll, Co-Manager of Lowland Investment Company, delivers her monthly commentary on the portfolio performance in March, the significant contributors to its outperformance and the steps management teams are taking to future proof their businesses.

Understanding asset classes

Understanding asset classes

Diversifying one’s investment portfolio is one of the key ways of managing risk. It’s generally prudent, therefore, to diversify by stock, sector and geography. Diversifying by asset class offers a further dimension.

‘ESG’ investing: what is it, where are we now, where is it going?

‘ESG’ investing: what is it, where are we now, where is it going?

Given the meteoric rise in the popularity of ESG-focused investing over recent years, it’s remarkable to reflect that, as little as a dozen or so years ago, it was a concept that was rarely contemplated. In this white paper, we explore the origin and current understanding of ESG investing.

Trust Radio Episode 4 – the pursuit of income

Trust Radio Episode 4 – the pursuit of income

This episode, Laura Thomas is joined by Ben Lofthouse and Nicholas Ware, to discuss their pursuit of income, by exploring promising sectors, consumer spending and economic cycles.

Lowland Investment Company – Edison research note

Lowland Investment Company – Edison research note

We would like to draw your attention to the following commissioned research piece. This piece give general insight into the background of Lowland Investment Company and the investment strategy with which it is run.

Fund Manager March Commentary – Henderson EuroTrust

Fund Manager March Commentary – Henderson EuroTrust

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

Things aren’t always what they seem

Things aren’t always what they seem

Diversification – by stock, sector, region and asset class – should be one of the abiding principles of the shrewd investor. It’s easier said than done however, this article sets out some of the traps for the unwary.

An independent board – why it matters

An independent board – why it matters

Amongst the many intrinsic attractions of investment trusts, the existence of an independent board of directors – ultimately responsible for the governance of the trust and the performance of the portfolio manager – ranks particularly high. In this piece, we analyse the role of trust boards, the nature of the strategic decisions they may typically be called upon to make, and the many ways in which they safeguard the interests of shareholders.

John Bennett: “What excites me about Europe”

John Bennett: “What excites me about Europe”

John Bennett, Fund Manager of Henderson European Focus Trust, discusses the Trusts recent performance and the recent activity within the Trusts portfolio; particularly focusing on how the Trust is positioned to benefit from a post-lockdown, consumer “V-shaped” recovery.