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Investment Trust Insights

Our latest research and insights on investment trust investing

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Where to find income in the post-lockdown world

Where to find income in the post-lockdown world

Job Curtis, Fund Manager of The City of London Investment Trust, discusses the Trusts performance in the first quarter of 2021 and the recent activity within the Trusts portfolio. Job also discusses where he is finding the companies with the best dividend yield.

Set to benefit from recovery

Set to benefit from recovery

Laura Foll, Co-Fund Manager of Henderson Opportunities Trust, discusses the Trusts recent performance, highlighting the broad range of companies responsible for driving much of this strong performance and how the Trusts flexible mandate benefits investors.

What will UK PLC do with all that cash?

What will UK PLC do with all that cash?

This piece explores how The City of London Investment Trust is seeking opportunities as cash-rich UK businesses put that wall of money to work.

Lowland: Domestic UK market undervalued as headwinds subside

Lowland: Domestic UK market undervalued as headwinds subside

Laura Foll, co-fund manager, provides an update on the Lowland Investment Company. Laura explains the complete reversal in the detractors affecting the UK market and highlights how the portfolio’s multi-cap approach affords the opportunity to take advantage of the undervalued UK domestic market.

How to read and understand an Annual report

How to read and understand an Annual report

This white paper is designed to guide investors through the detail of an annual report and explains how best to develop a deeper understanding of what those statements can reveal about a business’s financial condition.

Uncertain times, strong performance

Uncertain times, strong performance

Watch Alex Crooke, Fund Manager for The Bankers Investment Trust, in the Trust TV studio as he looks back on an extraordinary year for global markets and discusses the particular challenges he faced.

Trust TV: The Bankers Investment Trust

Trust TV: The Bankers Investment Trust

Watch Alex in the Trust TV studio as he looks back on an extraordinary year for global markets and discusses the particular challenges he faced.

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.