For individual investors in the UK

Investment Trust Insights

Our latest research and insights on investment trust investing

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Why it pays to study a Factsheet

Why it pays to study a Factsheet

This video explains why it pays to study a factsheet when exploring different Investment Trusts; the factsheet will allow readers to analyse the Trust in more detail with all its core information in one place.

Fund manager interview with interactive investor

Fund manager interview with interactive investor

In an interview with interactive investor, The Henderson Smaller Companies Investment Trust fund manager, Neil Hermon, talks in more detail about the Trust, the investment process, recent portfolio activity and ESG.

Trust TV: The Bankers Investment Trust – Uncertain Times, Strong Performance

Trust TV: The Bankers Investment Trust – Uncertain Times, Strong Performance

Watch Alex in the Trust TV studio as he looks back on an extraordinary year for global markets and discusses the particular challenges he faced. Alex will also outline his views on the optimal global asset allocation, the outlook for dividends in 2021 and beyond, his approach to stock-picking, sector winners and losers post-COVID, and other themes relevant to the global equity investor.

Where to find income in the post-lockdown world

Where to find income in the post-lockdown world

Job Curtis, Fund Manager of The City of London Investment Trust, discusses the Trusts performance in the first quarter of 2021 and the recent activity within the Trusts portfolio. Job also discusses where he is finding the companies with the best dividend yield.

Set to benefit from recovery

Set to benefit from recovery

Laura Foll, Co-Fund Manager of Henderson Opportunities Trust, discusses the Trusts recent performance, highlighting the broad range of companies responsible for driving much of this strong performance and how the Trusts flexible mandate benefits investors.

What will UK PLC do with all that cash?

What will UK PLC do with all that cash?

This piece explores how The City of London Investment Trust is seeking opportunities as cash-rich UK businesses put that wall of money to work.

Lowland: Domestic UK market undervalued as headwinds subside

Lowland: Domestic UK market undervalued as headwinds subside

Laura Foll, co-fund manager, provides an update on the Lowland Investment Company. Laura explains the complete reversal in the detractors affecting the UK market and highlights how the portfolio’s multi-cap approach affords the opportunity to take advantage of the undervalued UK domestic market.

How to read and understand an Annual report

How to read and understand an Annual report

This white paper is designed to guide investors through the detail of an annual report and explains how best to develop a deeper understanding of what those statements can reveal about a business’s financial condition.

Uncertain times, strong performance

Uncertain times, strong performance

Watch Alex Crooke, Fund Manager for The Bankers Investment Trust, in the Trust TV studio as he looks back on an extraordinary year for global markets and discusses the particular challenges he faced.

Trust TV: The Bankers Investment Trust

Trust TV: The Bankers Investment Trust

Watch Alex in the Trust TV studio as he looks back on an extraordinary year for global markets and discusses the particular challenges he faced.

Discussion with the Chairman: Negotiating the year of Covid-19

Discussion with the Chairman: Negotiating the year of Covid-19

Jamie Ross, Fund Manager of Henderson EuroTrust, and the Chairman of the Board, Nicola Ralston discuss how the relationship between the Board and the Fund Manager enhanced the Company’s resilience and supported strong performance throughout the year of the pandemic.

Reflation train — arriving on time

Reflation train — arriving on time

Jenna Barnard and John Pattullo, Co-Fund Managers of Henderson Diversified Income Trust, dissect the reflation narrative, sharing interesting views that go somewhat against consensus.