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Investment Trust Insights

Our latest research and insights on investment trust investing

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Kepler research – The City of London Investment Trust

Kepler research – The City of London Investment Trust

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

Fund Manager February Commentary – Henderson EuroTrust

Fund Manager February Commentary – Henderson EuroTrust

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

Henderson European Focus Trust – Fund Manager AGM presentation

Henderson European Focus Trust – Fund Manager AGM presentation

Watch John Bennett and Tom O’Hara, Co-Fund Managers of Henderson European Focus Trust, present on the Trusts’ performance over the last financial year and their outlook for the coming months.

The Bankers Investment Trust – Fund Manager AGM presentation

The Bankers Investment Trust – Fund Manager AGM presentation

Watch Alex Crooke, Fund Manager of The Bankers Investment Trust, present on the Trusts’ performance over the last financial year and his outlook for the coming months.

Will inflation catalyse a comeback for value?

Will inflation catalyse a comeback for value?

Is the potential impending return of inflation an unwelcome phenomenon, or might it offer a glimmer of hope for long-suffering value-oriented investors?

Fund Manager January Commentary – The City of London Investment Trust

Fund Manager January 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 January, portfolio activity and his thoughts on wider economic and political developments.

Fund Manager January Commentary – Lowland Investment Company

Fund Manager January Commentary – Lowland Investment Company

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

Fund Manager January Commentary – Henderson EuroTrust

Fund Manager January Commentary – Henderson EuroTrust

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

Lowland Investment Company – Fund Manager AGM presentation

Lowland Investment Company – Fund Manager AGM presentation

Watch James Henderson and Laura Foll, Co-Fund Manager of Lowland Investment Company, present on the Trusts’ performance over the last financial year and their outlook for the coming months.

Deliberately different

Deliberately different

Laura Foll, Co-Fund Manager for Henderson Opportunities Trust, discusses the Trusts recent performance and portfolio activity, highlighting the stock specific drivers behind the Trust outperforming its benchmark in the final quarter of 2020.

Well positioned going into 2021

Well positioned going into 2021

Ben Lofthouse, Fund Manager of Henderson International Income Trust, delivers an update on the Trusts recent performance, highlighting which regions and sectors have been driving this performance.

Asia is the place to look for dividends

Asia is the place to look for dividends

Mike Kerley, Co-Fund Manager of Henderson Far East Income Trust, discusses the Trusts recent performance and which areas of the portfolio are specifically driving this performance.