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Investment Trust Insights

Our latest research and insights on investment trust investing

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Master Investor podcast with James Henderson

Master Investor podcast with James Henderson

James Henderson, Co-Fund Manager of Henderson Opportunities Trust, speaks to James Faulkner about his 30-year career as a professional investor; and explains how the investment trust structure allows the team to invest more in illiquid assets than an open-ended fund could.

Well positioned as Trade War heats up

Well positioned as Trade War heats up

Mike Kerley, fund manager for Henderson Far East Income, offers his take on the current state of the US-China trade war and explains why the dispute shouldn’t worry shareholders of Henderson Far East Income. Mike also comments on how he and his team achieve such an impressive dividend yield and the latest activity within the trusts portfolio.

Strong markets and strong performance

Strong markets and strong performance

David Smith, Fund Manager for Henderson High Income Trust, reflects on how the Trust has performed over the first half of the year and how the Trust has benefitted from strong market conditions. David also highlights the latest portfolio activity, specifically how the Trust is positioning itself more defensively.

5 key areas we look at when considering a potential investment

5 key areas we look at when considering a potential investment

​Jamie Ross, Fund manager for Henderson EuroTrust, discusses the five key areas he looks at when considering a potential investment

Trust TV: European Equities, with John Bennett and Jamie Ross

Trust TV: European Equities, with John Bennett and Jamie Ross

Watch the full episode of Trust TV: European Equities, featuring John Bennett fund manager of Henderson European Focus Trust, followed by Jamie Ross fund manager of Henderson EuroTrust.

Henderson Smaller Companies in good shape

Henderson Smaller Companies in good shape

Neil Hermon, Fund Manager of Henderson Smaller Companies Trust, says that despite the uncertain economic and business landscape, he is confident in the current shape of the portfolio.

Trust TV: UK Focus, with Neil Hermon, Indri Van Hien and Laura Foll webinar

Trust TV: UK Focus, with Neil Hermon, Indri Van Hien and Laura Foll webinar

Watch the full episode of Trust TV: UK Focus, featuring fund managers Neil Hermon and Indri van Hien of Henderson Smaller Companies Investment Trust; followed by Laura Foll of Lowland Investment Company.

Soaring profits push global dividends to first-quarter record

Janus Henderson Investors has appointed two Investment Analysts, Tom O’Hara and Tom Lemaigre to the European Equities team. They will both report to John Bennett, Head of European Equities, and will provide analyst support across John’s and the wider team’s funds.

Fund Manager commentary – City of London Investment Trust

UK equities produced a negative return of 3.75% in December as measured by the FTSE All Share Index. The FTSE 100 Index of large companies, with a negative return 3.5%, outperformed the more domestically focussed FTSE 250 Index of medium-sized companies which produced a negative return of 5.1%. Concern about rising US interest rates against

Trust TV: featuring Henderson EuroTrust

Trust TV: featuring Henderson EuroTrust

Watch Jamie Ross, Fund Manager of Henderson EuroTrust, as he fields questions live in the studio from an online audience.

Improving income opportunities overseas

Improving income opportunities overseas

​With valuations coming down across equity markets in 2018, the outlook for international income investors is looking positive in 2019, says Henderson International Income Trust Fund Manager Ben Lofthouse.​

Fund Manager commentary – Henderson EuroTrust

Fund Manager commentary – Henderson EuroTrust

Fund Manager Jamie Ross provides commentary on the Trust’s performance and markets in December 2018.