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Investment Trust Insights

Our latest research and insights on investment trust investing

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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.

Bucking the benchmark

Bucking the benchmark

Benchmarks are vital in the world of investing. However, investors who slavishly follow the benchmark restrict the future potential returns of their portfolios, effectively leaving money on the table. In this article, we discuss how, Laura Foll and James Henderson, Co-Portfolio Managers of Henderson Opportunities Trust, utilise the Trust’s flexible ‘go anywhere’ mandate and ‘bucket’ approach to differentiate it from the benchmark and its peers.

Fund Manager September 2021 Commentary – Henderson EuroTrust

Fund Manager September 2021 Commentary – Henderson EuroTrust

Jamie Ross, Portfolio Manager of Henderson EuroTrust, delivers his monthly commentary highlighting how the Trust performed in September, how individual stocks contributed to performance and touches on recent portfolio activity.

Fund Manager September 2021 Commentary – Lowland Investment Company

Fund Manager September 2021 Commentary – Lowland Investment Company

Laura Foll, Co-Portfolio Manager of Lowland Investment Company, delivers an update on the Trust highlighting the key drivers of performance, recent portfolio activity, and provides an outlook for UK equities.

What is the Far East?

What is the Far East?

Asia is increasingly becoming a powerhouse. Home to three of the largest five economies in the world, and more than half the world’s population, the region is set for major disruption. In this video, we highlight the rise of Asian economies and explore how population, technology, and urbanisation are driving growth in the ‘Far East’.

Trust Radio Episode 2 – ESG: inclusion or exclusion

Trust Radio Episode 2 – ESG: inclusion or exclusion

In this episode, Laura Thomas talks to John Bennett, Portfolio Manager of Henderson European Focus Trust, about Environmental, Social and Governance (ESG) issues and how this impacts his asset allocation decisions.

Domestic Trust, Regional Earnings.

Domestic Trust, Regional Earnings.

When investing in a country-specific Trust, it’s tempting to assume that the returns delivered by the underlying portfolio will only come from that domestic market. More often than not, that isn’t the case. In this video, we explain how overseas revenues can provide further diversification to a portfolio.