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

Rethinking the role of bonds

Rethinking the role of bonds

With bond yields close to all-time lows and credit spreads quite tight, what role can bonds play within an equity/bond portfolio going forward? In this article, we discuss the approach adopted by David Smith, Portfolio Manager of Henderson High Income Trust, his underlying rationale, and the impressive results the Trust has delivered.

Fund Manager August 2021 Commentary – Henderson Opportunities Trust

Fund Manager August 2021 Commentary – Henderson Opportunities Trust

Laura Foll, Co-Portfolio Manager of Henderson Opportunities Trust, delivers an update on the Trust’s recent performance and highlights the encouraging trading updates she is hearing from companies within the portfolio.

Henderson High Income – Fund manager interview with Quoted Data

Henderson High Income – Fund manager interview with Quoted Data

In an interview with Quoted Data, David Smith, Portfolio Manager of Henderson High Income, discusses the Trust’s investment process, the qualities he looks for in a business, recent portfolio activity, and areas where he is finding opportunities.

Fund Manager August 2021 Commentary – Lowland Investment Company

Fund Manager August 2021 Commentary – Lowland Investment Company

Laura Foll, Co-Portfolio Manager of Lowland Investment Company, delivers an update on the Trust highlighting the encouraging updates from holdings within the portfolio, recent portfolio activity and provides her outlook for UK equities.

Fund Manager August 2021 Commentary – Henderson EuroTrust

Fund Manager August 2021 Commentary – Henderson EuroTrust

Jamie Ross, Portfolio Manager of Henderson EuroTrust, delivers his monthly commentary highlighting how the Trust performed in August and how individual stocks contributed to performance.

Fund Manager August 2021 Commentary – City of London

Fund Manager August 2021 Commentary – City of London

Job Curtis, Portfolio Manager of The City of London Investment Trust, delivers an update on the Trust highlighting the performance of the UK market, recent portfolio activity and provides his thoughts on the broader economic outlook.

Fund Manager August 2021 Commentary – Henderson European Focus Trust

Fund Manager August 2021 Commentary – Henderson European Focus Trust

John Bennett, Portfolio Manager of Henderson European Focus Trust, provides an update on the Trust’s recent performance and highlights the factors affecting the European market.

Henderson Diversified Income Trust – Fund Manager 2021 AGM presentation

Henderson Diversified Income Trust – Fund Manager 2021 AGM presentation

John Pattullo, Fund Manager and Nicholas Ware, Portfolio Manager, of the Henderson Diversified Income Trust, present their AGM shareholder presentation. This presentation covers the Trust’s performance over the last financial year, the managers macro view and the portfolio’s positioning.

What is going on in China?

What is going on in China?

The recent regulatory clampdown in China has resulted in massive selloffs in some of the country’s biggest stocks, leading some investors to question whether it is worth investing in the region. In this article, Mike Kerley, Fund Manager of Henderson Far East Income, discusses the recent regulatory clampdown – highlighting the key drivers behind some of the regulation, its impact on the trust and where the opportunities lie going forward.

Fund Manager July 2021 Commentary – Henderson European Focus Trust

Fund Manager July 2021 Commentary – Henderson European Focus Trust

John Bennett, Fund Manager for Henderson European Focus Trust, delivers his monthly commentary highlighting the performance of the European market in July, the contribution of specific stocks to performance and changes made to the portfolio.

Understanding share splits

Understanding share splits

Share splits are a fairly widespread feature of the investment trust world. In this video, we explain what they are, how they work and how they benefit investors in terms of making a trust’s shares more accessible to investors.

Fund Manager July 2021 Commentary – City of London

Fund Manager July 2021 Commentary – City of London

Job Curtis, Fund Manager of The City of London Investment Trust, provides an update on the Trust – highlighting how individual stocks contributed to performance and provides his outlook for the broader economy.