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

Trust TV: Henderson International Income Trust – 10 years of income seeking

Trust TV: Henderson International Income Trust – 10 years of income seeking

Ben Lofthouse, portfolio manager of Henderson International Income Trust, reflects on the opportunities and headwinds he’s experienced in looking to deliver an income-focused return over the past decade, and how the portfolio is positioned to take advantage of the prevailing market conditions over the next 12 months.

Edison research – Henderson Opportunities Trust – June 2021

Edison research – Henderson Opportunities Trust – June 2021

We would like to draw your attention to the following commissioned research piece.

The unreliable are nobody’s friend

The unreliable are nobody’s friend

For portfolio managers and investors alike, the experiences of 2020 will prove difficult to erase from the memory. As we reflect upon the extraordinary – for once, the word is entirely apposite – developments of the year, one facet in particular leaps immediately to the forefront of our collective consciousness: dividends … or rather, their reliability.

Life after Brexit

Life after Brexit

A month after the UK formally left the European Union in December 2020, the first domestic cases of coronavirus were identified. The Covid-19 pandemic suspended normal life, as well as politics – stifling what otherwise would have been a dominating theme: what does Britain do next? In this article, we navigate the challenges of a post-Brexit world, the re-opening of the UK economy and outlook for dividends.

The Global Story for Profit and Income: How Asia Pacific beat the world

The Global Story for Profit and Income: How Asia Pacific beat the world

The latest edition of the Henderson Far East Income Dividend Index has enhanced its analysis with the inclusion of research on profits and dividends globally – highlighting how Asia is increasingly becoming a powerhouse.

Fund Manager May Commentary – Lowland Investment Company

Fund Manager May Commentary – Lowland Investment Company

Laura Foll, co-fund manager of Lowland Investment Company, highlights the increased private equity takeover activity seen in May, the changes made to the portfolio and the encouraging trading updates from the portfolio’s holdings.

Fund Manager May Commentary – Henderson European Focus Trust

Fund Manager May Commentary – Henderson European Focus Trust

John Bennett, Fund Manager for Henderson European Focus Trust, delivers his monthly commentary on the performance of the European market in May, his outlook for the region and highlights changes made to the portfolio.

Fund Manager May 2021 Commentary – Henderson EuroTrust

Fund Manager May 2021 Commentary – Henderson EuroTrust

Jamie Ross, Fund Manager for Henderson EuroTrust, delivers his monthly commentary on how the Trust performed in May, explains how individual stocks contributed to the performance and highlights changes made to the portfolio.

Henderson High Income Trust – Fund Manager AGM presentation

Henderson High Income Trust – Fund Manager AGM presentation

David Smith, Fund Manager of the Henderson High Income Trust, presents his AGM shareholder presentation. David covers the Trust’s performance over the last financial year, where he is currently finding opportunities in the market and the portfolio’s current positioning.

Fund Manager May Commentary – City of London Investment Trust

Fund Manager May Commentary – 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 May, which sectors and stocks contributed to its performance and his thoughts on the wider economic outlook.

Kepler Research – Henderson European Focus Trust Results Analysis

Kepler Research – Henderson European Focus Trust Results Analysis

This third-party results analysis provided by Kepler Partners focuses on the recently published interim results, for the six months to 31 March 2021.

Lessons from the Decade – Henderson International Income

Lessons from the Decade – Henderson International Income

10 years since the launch of Henderson International Income, Fund Manager Ben Lofthouse discusses the Trusts performance over what has been a turbulent decade – highlighting the benefits of regional and sectorial diversification, and income opportunities outside the UK.