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: 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.

Fund Manager September 2021 Commentary – Henderson European Focus Trust

Fund Manager September 2021 Commentary – Henderson European Focus Trust

John Bennett, Portfolio Manager of Henderson European Focus Trust, provides an update on the Trust highlighting factors affecting the European market and areas where he is finding opportunities.

Anatomy of a good company: Allfunds

Anatomy of a good company: Allfunds

David Barker, Research Analyst of Henderson EuroTrust, provides a snapshot of the typical analysis undertaken on every company considered for the portfolio. In this case, he explains the rationale behind the inclusion of Allfunds, one of the world’s leading weatlhtech companies.

The Henderson Smaller Companies Investment Trust –  Fund Manager 2021 AGM presentation

The Henderson Smaller Companies Investment Trust – Fund Manager 2021 AGM presentation

Neil Hermon, Portfolio Manager of the Henderson Smaller Companies Investment Trust, deliver his AGM shareholder presentation. This presentation covers the Trust’s performance over the last financial year, portfolio activity over the period, and Neil’s outlook for UK smaller companies.

Fund Manager September 2021 Commentary – City of London Investment Trust

Fund Manager September 2021 Commentary – City of London Investment Trust

Job Curtis, Portfolio Manager of The City of London Investment Trust, delivers an update on the Trust highlighting the key drivers of performance, recent portfolio activity and factors affecting the market.

Trust TV: Opportunities in the Far East

Trust TV: Opportunities in the Far East

Mike Kerley, Portfolio Manager of Henderson Far East Income, reflects on the Trust’s recent performance, areas where he is finding opportunities, the recent regulatory clampdown in China, his approach to ESG, and provides his outlook for dividends in the region.

Trust TV: The return of dividends to the UK investment landscape

Trust TV: The return of dividends to the UK investment landscape

Laura Foll, Co-Portfolio Manager of the Lowland Investment Company, discusses the Trust’s recent performance, areas where she is finding opportunities and highlights how the Trust is positioned to take advantage of prevailing market conditions. Laura also touches on the outlook for UK dividends in the coming months.

Fund Manager September 2021 Commentary – Henderson Opportunities Trust

Fund Manager September 2021 Commentary – Henderson Opportunities Trust

Laura Foll, Co-Portfolio Manager of Henderson Opportunities Trust, delivers an update on the Trust highlighting the key drivers of performance over the period and recent portfolio activity.