Investment Trust Insights

Our latest research and insights on investment trust investing

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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.

The Importance of Dividends to Total Returns

The Importance of Dividends to Total Returns

For those seeking long-term, inflation beating returns, stock market investment represents one of the most accessible and compelling avenues. Dividend investing is not new but has fallen out of favour despite their historically significant role in total returns.

Investment Trusts for Retirement Planning

Investment Trusts for Retirement Planning

A great many of us may well be in a state of denial about our financial futures and the inherent financial implications. Can investment trust-based pensions form a part of your future?

Trust Radio Episode 1 – an investment trust podcast

Trust Radio Episode 1 – an investment trust podcast

Laura Thomas is joined by James de Sausmarez, Director and Head of Investment Trusts at Janus Henderson, as they discuss the impact of coronavirus and take a look back at previous market downturns to reflect on the stock market’s consistent ability to bounce back.

Investment ‘styles’: what they are, and why they matter

Investment ‘styles’: what they are, and why they matter

What’s your investment ‘style’? We explore the four primary investment styles used by asset managers today, and how each style affects the construction of an investment portfolio.

Investing by company size: what’s large and what’s small?

Investing by company size: what’s large and what’s small?

Investment Trusts will often signify if their remit is to invest in small, medium or large companies. So, in investment terms, what defines ‘small’ and ‘large’? In this short video, we’ll explore the parameters that define them and dispel a few myths along the way.

Investment Trust Sectors

Investment Trust Sectors

It can be daunting to pick between one or more of the over 400 investment trusts available. The AIC has created a guide that should give you a good feel for the type of trust which best suits your need.

How to buy an investment trust

How to buy an investment trust

Now that you’ve decided which investment trust to buy, what do you need to know before you actually buy it?

How to choose an investment trust

How to choose an investment trust

With over 400 investment trusts currently trading on the UK stock market, investors are spoiled for choice. Follow this guide to find the right investment trust for you.

The relentless power of dividends in driving total returns

The relentless power of dividends in driving total returns

Shares have a consistent track record of outperforming bonds and cash over the long term. They’re more likely to do so, and by a greater margin, when dividend income is reinvested. Read more.

Keep calm and carry on

Keep calm and carry on

The Covid-19 outbreak has had a devastating impact on global economies and stock markets. Is it wise to consider that we are in a bear market?

Everything you always wanted to know about Investment Trusts … but were afraid to ask

Everything you always wanted to know about Investment Trusts … but were afraid to ask

We have produced this guide in response to the burgeoning demand for investment trusts amongst investors of all kinds, and to answer the most commonly asked questions.