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

Why consistency matters

Why consistency matters

Despite an eventful decade that has proved unsettling for markets, The Henderson Smaller Companies Investment Trust has consistently outperformed its benchmark by looking through the noise and sticking to its tried and tested investment process. In this article, Neil Hermon, Portfolio Manager of the Henderson Smaller Companies Investment Trust, explores moments that have defined the decade in Europe and reveals the ‘secret sauce’ to the Trust’s long-term outperformance.

The City of London Investment Trust – Fund Manager 2021 AGM presentation

The City of London Investment Trust – Fund Manager 2021 AGM presentation

Job Curtis, Portfolio Manager of the City of London Investment Trust, delivers his AGM shareholder presentation for 2021. Job covers the Trust’s performance over the last financial year, portfolio activity over the period and an outlook for the UK equity market.

Global Dividend Cover Report 2021

Global Dividend Cover Report 2021

For portfolio managers, investors and businesses alike, the experiences of 2020 will prove difficult to erase from memory. The latest edition of the Henderson International Income Global Dividend Cover Report takes a look at how profits and dividends fared during the pandemic, and how this impacted the global dividend cover. The report also provides an insight into how Ben Lofthouse, Portfolio Manager of Henderson International Income Trust, identifies yield traps and touches on the outlook for profits, dividend, and dividend cover.

The constancy of change

The constancy of change

This paper focuses primarily on exploring the rising power of China – particularly its economic development – and its implications for the rest of the world. It goes on to examine how Henderson Far East Income, an investment company managed by Janus Henderson, is looking to capitalise on the opportunities presented by this fundamental macroeconomic trend.

How we’ll all be doing things differently

How we’ll all be doing things differently

In this paper, we examine how the coronavirus pandemic has impacted the way people work, shop, travel and entertain themselves in an attempt to get a glimpse into the future and understand how the world is changing. We also look at how The Bankers Investment Trust is positioned to take advantage of entrenched and evolving societal/consumer behaviours.

Edison research – Lowland Investment Company – November 2021

Edison research – Lowland Investment Company – November 2021

Take a look at the November 2021 edition of the Edison research report for Lowland Investment Company.

UK dividends better than expected

UK dividends better than expected

In this video, Laura Foll, Co-Portfolio Manager of Lowland Investment Company, discusses the Trust’s performance over the last financial year, highlighting key drivers of performance and dividend trends in the UK. Laura also touches on how businesses are dealing with higher cost pressures.

Trust TV: Is the UK still cheap?

Trust TV: Is the UK still cheap?

Job Curtis, Portfolio Manager of the City of London Investment Trust, discusses the Trust’s recent performance, how the UK market has performed compared to its developed peers, and areas where he is finding opportunities. Job also touches on current market valuations.

A more balanced approach

A more balanced approach

In this video, Jamie Ross, Portfolio Manager of Henderson EuroTrust, provides an update on the Trust highlighting the key factors that have affected performance, the impact of China’s regulatory clampdown and trading activity over the last 12-months. Jamie also touches on activity in the IPO and M&A markets.

Trust TV: Europe’s reopening when and where

Trust TV: Europe’s reopening when and where

Jamie Ross, Portfolio Manager of Henderson EuroTrust, discusses the Trust’s recent performance, the challenges and opportunities within the European market, and the Covid sector winners and losers over the last 12-months. Jamie also touches on the Trust’s approach to Environmental Social and Governance (ESG) issues.

Trust TV: Delivering income at a time of high uncertainty

Trust TV: Delivering income at a time of high uncertainty

David Smith, Portfolio Manager of Henderson High Income Trust, discusses the Trust’s recent performance, areas where he is finding opportunities in the UK market, and the role of bonds within his portfolio. David also touches on the outlook for UK dividends in the coming months.

A disciplined approach to long-term investing

A disciplined approach to long-term investing

In this video, Neil Hermon, Portfolio Manager of the Henderson Smaller Companies Investment Trust, provides an update on the Trust highlighting the key drivers behind the consistent level of outperformance, areas where he is finding opportunities, and the factors currently driving market uncertainty.