Investment Trust Insights

Our latest research and insights on investment trust investing

Trust TV: featuring Henderson European Focus Trust

Watch John Bennett, Fund Manager of Henderson European Focus Trust, explains his rationale behind reducing the minimum number of stocks the Trust can hold; his views on the emergence of ‘disruptors’ and what it means for the European equity market.

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Master Investor podcast with David Smith

​David Smith, Fund Manager of Henderson High Income, talks Brexit, the importance of dividend growth and value vs growth.

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Master Investor podcast with Mike Kerley

Mike Kerley, Fund Manager of Henderson Far East Income, explains his approach to investing for income in Asia-Pacific, including the ongoing ‘trade war’ between China and the US and some of the interesting themes in the region.

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Master Investor podcast with James Henderson

James Henderson, Co-Fund Manager of Henderson Opportunities Trust, speaks to James Faulkner about his 30-year career as a professional investor; and explains how the investment trust structure allows the team to invest more in illiquid assets than an open-ended fund could.

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Well positioned as Trade War heats up

Mike Kerley, fund manager for Henderson Far East Income, offers his take on the current state of the US-China trade war and explains why the dispute shouldn’t worry shareholders of Henderson Far East Income. Mike also comments on how he and his team achieve such an impressive dividend yield and the latest activity within the trusts portfolio.

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Strong markets and strong performance

David Smith, Fund Manager for Henderson High Income Trust, reflects on how the Trust has performed over the first half of the year and how the Trust has benefitted from strong market conditions. David also highlights the latest portfolio activity, specifically how the Trust is positioning itself more defensively.

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5 key areas we look at when considering a potential investment

​Jamie Ross, Fund manager for Henderson EuroTrust, discusses the five key areas he looks at when considering a potential investment

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Trust TV: European Equities, with John Bennett and Jamie Ross

Watch the full episode of Trust TV: European Equities, featuring John Bennett fund manager of Henderson European Focus Trust, followed by Jamie Ross fund manager of Henderson EuroTrust.

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Henderson Smaller Companies in good shape

Neil Hermon, Fund Manager of Henderson Smaller Companies Trust, says that despite the uncertain economic and business landscape, he is confident in the current shape of the portfolio.

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