For individual investors in the UK

Investment Trust Insights

Our latest research and insights on investment trust investing

Latest Insights

Subscribe for relevant insights delivered straight to your inbox

Transitory for longer

Transitory for longer

John Bennet, Fund Manager for Henderson European Focus Trust, provides an update on the Trust’s recent performance – highlighting changes made to the portfolio and touches on the inflation conundrum.

Fund Manager June 2021 Commentary – Lowland Investment Company

Fund Manager June 2021 Commentary – Lowland Investment Company

Laura Foll, co-fund manager of Lowland Investment Company provides an update on the trust – highlighting changes in the portfolio and the encouraging trading updates from holdings within the portfolio.

Outlook for Europe encouraging

Outlook for Europe encouraging

Ollie Beckett, Fund Manager for TR European Growth Trust, discusses the Trust’s recent performance – highlighting, the current macro-environment, the inflation conundrum and sectors set to benefit from economic reopening.

Always look at the long-term performance

Always look at the long-term performance

In this video, Jamie Ross, Fund Manager for Henderson EuroTrust, discusses the Trusts recent performance – highlighting changes made to the portfolio, the current macro-environment, and touches on the “value vs growth” debate.

Fund Manager June 2021 Commentary – Henderson European Focus Trust

Fund Manager June 2021 Commentary – Henderson European Focus Trust

John Bennett, Fund Manager for Henderson European Focus Trust, delivers his monthly commentary on the performance of the European market in June, his outlook for the region and highlights changes made to the portfolio.

Tech stocks – slow-down or slump?

Tech stocks – slow-down or slump?

With the COVID-19 pandemic accelerating the shift towards a digital-first world; technology stocks rose to all-time highs in 2020, as people spent more time online. However, as economies have begun to reopen following the rollout of highly effective coronavirus vaccines; tech stocks sold-off as investors rotated towards sectors set to benefit from reopening. In this article, we discuss the recent volatility in the tech space – highlighting recent performance, valuations and outlook for the sector.

Fund Manager June 2021 Commentary – Henderson EuroTrust

Fund Manager June 2021 Commentary – Henderson EuroTrust

Jamie Ross, Fund Manager for Henderson EuroTrust, delivers his monthly commentary on how the Trust performed in June, explains how individual stocks contributed to the performance and highlights changes made to the portfolio.

Fund Manager June Commentary – Henderson Opportunities Trust

Fund Manager June Commentary – Henderson Opportunities Trust

Laura Foll, co-manager of Henderson Opportunities Trust, delivers an update on the Trust’s recent performance – highlighting changes made to the portfolio, and the encouraging trading updates from holdings within the portfolio.

Anatomy of good company: HelloFresh

Anatomy of good company: HelloFresh

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 meal kit company Hellofresh.

Fund Manager June Commentary – City of London Investment Trust

Fund Manager June Commentary – City of London Investment Trust

Job Curtis, Fund Manager for The City of London Investment Trust, provides his monthly commentary on how the Trust performed in June, which sectors and stocks contributed to its performance and his thoughts on the wider economic outlook.

Edison research – Henderson Opportunities Trust – June 2021

Edison research – Henderson Opportunities Trust – June 2021

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

The unreliable are nobody’s friend

The unreliable are nobody’s friend

For portfolio managers and investors alike, the experiences of 2020 will prove difficult to erase from the memory. As we reflect upon the extraordinary – for once, the word is entirely apposite – developments of the year, one facet in particular leaps immediately to the forefront of our collective consciousness: dividends … or rather, their reliability.