Investment Trust Insights

Our latest research and insights on investment trust investing

Fund manager July commentary – The City of London Investment Trust

Job Curtis, Fund Manager for The City of London Investment Trust, delivers his monthly commentary on how the Trust performed in July, portfolio activity and his thoughts on wider economic and political developments.

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Fund manager July commentary – Lowland Investment Company

Laura Foll, Co-Fund Manager for Lowland Investment Company, delivers her monthly commentary on how the Trust performed in July, portfolio activity and her thoughts on wider economic and political developments.

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Investment ‘styles’: what they are, and why they matter

What’s your investment ‘style’? We explore the four primary investment styles used by asset managers today, and how each style affects the construction of an investment portfolio.

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Investing by company size: what’s large and what’s small?

Investment Trusts will often signify if their remit is to invest in small, medium or large companies. So, in investment terms, what defines ‘small’ and ‘large’? In this short video, we’ll explore the parameters that define them and dispel a few myths along the way.

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Investment Trust Sectors

It can be daunting to pick between one or more of the over 400 investment trusts available. The AIC has created a guide that should give you a good feel for the type of trust which best suits your need.

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Fund manager June commentary – Henderson Alternative Strategies Trust

Alex Barr, Fund Manager for Henderson Alternative Strategies Trust plc, delivers his monthly commentary on how the Trust performed in June, portfolio activity and his thoughts on wider economic and political developments.

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Mispriced odds: play your cards right

Jamie Ross, Fund Manager for Henderson EuroTrust, and Analyst Redinel Korfuzi, explain how the market can often misprice companies and discuss what they look for to find payoff potential in undervalued stocks.

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Anatomy of a good company: SIG

Jamie Ross, Fund Manager 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 the Swiss packaging company SIG Combibloc.

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Fund manager June commentary – Henderson EuroTrust

Jamie Ross, Fund Manager for Henderson EuroTrust, delivers his monthly commentary on how the Trust performed in June, portfolio activity and his thoughts on wider economic and political developments.

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