For individual investors in the UK

Investment Trust Insights

Our latest research and insights on investment trust investing

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Outlook for income becoming more positive

Outlook for income becoming more positive

David Smith, Fund Manager of Henderson High Income Trust, discusses the Trust’s recent performance, highlighting the key drivers of performance and areas where he is finding opportunities. David also touches on the outlook for global economies and income in the coming months.

HEFT Minisode: Episode 1 – Value

HEFT Minisode: Episode 1 – Value

Laura Thomas and Tom O’hara, Fund Manager of Henderson European Focus Trust, discuss the major factors currently affecting the market, changes made to the portfolio, the inflation conundrum, and the nuances between “deep value” and “quality value” stocks.

Fund Manager July 2021 Commentary – Henderson EuroTrust

Fund Manager July 2021 Commentary – Henderson EuroTrust

Jamie Ross, Fund Manager of Henderson EuroTrust, delivers his monthly commentary covering how the Trust performed in July and how individual stocks impacted performance.

Diversification done differently

Diversification done differently

In this article, we describe how a multi-manager approach and flexibility to invest with no set limits within individual countries and sectors have combined to serve the Bankers Investment Trust particularly well in terms of its investment returns.

Fund Manager July 2021 Commentary – Lowland Investment Company

Fund Manager July 2021 Commentary – Lowland Investment Company

Laura Foll, Co-Fund Manager of Lowland Investment Company, provides an update on the trust – highlighting the dividends trend in the UK market and the encouraging trading updates from holdings within the portfolio.

Consistency of approach the key to strong performance

Consistency of approach the key to strong performance

Neil Hermon, Fund Manager of the Henderson Smaller Companies Investment Trust, discusses the Trust’s recent performance, highlighting the key drivers of performance, his growth at a reasonable price investment approach (GARP), challenges in the UK market, and the Trust’s approach to ESG.

UK valuations remain cheap

UK valuations remain cheap

Job Curtis, Fund Manager of The City of London Investment Trust, discusses the Trust’s recent performance, areas where he is finding opportunities, concentration risk among the strong dividend payers, and equity valuations in the UK market.

Trust Radio Episode 5 – Steps to Investing: How to get started in investing

Trust Radio Episode 5 – Steps to Investing: How to get started in investing

In this episode, Laura Thomas is joined by Simon Longfellow, co-founder of stepstoinvesting.com. Steps to Investing is an independent company set up to help people get started on their own investment journeys.

Leave no stone unturned

Leave no stone unturned

Laura Foll, Co-Fund Manager of Henderson Opportunities Trust, discusses the Trust’s recent performance, highlighting the contribution from the different buckets/sleeves, areas where she’s finding opportunities and how the trust avoids structurally declining industries.

The future’s bright for post-pandemic dividends

The future’s bright for post-pandemic dividends

In this article, we discuss why the UK has lagged behind other developed markets in recent years, the factors contributing to the changing sentiment towards the market and outlook for UK dividends in the months ahead.

Outlook for UK dividends encouraging

Outlook for UK dividends encouraging

In this video, Laura Foll, co-Fund Manager for Lowland Investment Company, discusses the Trust’s recent performance – highlighting key drivers of performance, dividend trends in the UK and main concerns for businesses.

Recovery on the way as economies reopen

Recovery on the way as economies reopen

In this video, Alex Crooke, Fund Manager for the Bankers Investment Trust, discusses the decision to increase the Trust’s borrowings, performance over the last few months, areas where he is finding opportunities and the rotation between value and growth stocks.