Investment Trust Insights

Our latest research and insights on investment trust investing

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Income reserving explained

Income reserving explained

The ability to reserve a proportion of their income, and thereby smooth dividend payouts over time, has always been one of the most attractive features of investment trusts – this video explains why they merit serious consideration, particularly for the income-seeking investor.

Anatomy of a good company: Delivery Hero

Anatomy of a good company: Delivery Hero

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 German takeaway food delivery company Delivery Hero.

The City of London Investment Trust plc Fund Manager presentation

The City of London Investment Trust plc Fund Manager presentation

Watch Job Curtis, Fund Manager for The City of London Investment Trust, present on how the Trust has performed over the last financial year and his outlook for the coming months.

Strategic Fixed Income: the predictable Japanification of US corporates

Strategic Fixed Income: the predictable Japanification of US corporates

Jenna Barnard, Co-Fund Manager of Henderson Diversified Income Trust, discusses how the suppression of volatility in interest rates by major central banks has spread the Japanification phenomenon to the US.

Investment themes for a post-COVID world

Investment themes for a post-COVID world

In this white paper, we look back at historical data for direction, and to explore how markets have reactive over time during previous epidemics and significant geopolitical events, as we navigate these largely uncharted waters.

Fund Manager September Commentary – The City of London Investment Trust

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

Fund Manager September Commentary – Lowland Investment Company

Fund Manager September Commentary – Lowland Investment Company

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

Fund Manager September Commentary – Henderson EuroTrust

Fund Manager September Commentary – Henderson EuroTrust

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

The Henderson Smaller Companies Investment Trust Fund Manager presentation

The Henderson Smaller Companies Investment Trust Fund Manager presentation

Watch Neil Hermon, Fund Manager for Henderson Smaller Companies Investment Trust, present on how the Trust has performed over the last financial year and his outlook for the coming months.

Fund manager August commentary – Henderson Alternative Strategies Trust

Fund manager August commentary – Henderson Alternative Strategies Trust

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

What themes are helping drive Henderson EuroTrust’s performance?

What themes are helping drive Henderson EuroTrust’s performance?

Jamie Ross, Fund Manager of Henderson EuroTrust plc, shares the themes that he is considering for the Trusts portfolio and what this has meant for the current performance of the Trust and its future outlook.

Henderson Diversified Income Trust Fund Manager presentation

Henderson Diversified Income Trust Fund Manager presentation

Watch Co-Fund Managers Jenna Barnard and John Pattullo present on Henderson Diversified Income Trusts’ performance over the last financial year and their outlook for the coming months.