Skip to main content
  • Register
  • Help
  • Contact us

Investment trust research

To help with your research into investment trusts, our expert research team regularly review and provide research updates on our clients' most popular holdings.

You can register to receive research updates via email as soon as we update our research.

Important information: Please remember that the value of investments, and any income from them, can fall as well as rise so you could get back less than you invest. If you are unsure of the suitability of your investment please seek advice.


Five Investment Trusts for 2018

Five Investment Trusts for 2018

Richard Troue | 19 January 2018

We highlight five investment trusts we think are well placed for 2018 and beyond. Read article.


Bankers Investment Trust - a global income portfolio

Bankers Investment Trust - a global income portfolio

Kate Marshall | 17 January 2018

Kate Marshall, Investment Analyst, reports on Bankers Investment Trust and its recently released annual results to 31 October 2017. Read article.


Most popular investment trusts in 2017

Most popular investment trusts in 2017

Kate Marshall | 17 January 2018

We look at which trusts found favour with our clients last year and assess their future prospects. Read article.


Finsbury Growth & Income Trust - new investment added

Finsbury Growth & Income Trust - new investment added

Dominic Rowles | 5 January 2018

Dominic Rowles, Investment Analyst, reports on the Finsbury Growth & Income Trust following its recently released Annual Results for the year to 30 September 2017. Read article.


JPMorgan Indian - an eventful year for the Indian economy

JPMorgan Indian - an eventful year for the Indian economy

Kate Marshall | 3 January 2018

Kate Marshall, Investment Analyst, reports on the JPMorgan Indian Investment Trust following its recently released Annual Results for the year to 30 September 2017. Read article.


JPMorgan Elect plc - annual results update

JPMorgan Elect plc - annual results update

Kate Marshall | 14 December 2017

Kate Marshall, Investment Analyst, reports on JPMorgan Elect plc and its recently released annual results to 31 August 2017. Read article.


Henderson Far East Income - lack of 'new economy' stocks holds back returns

Henderson Far East Income - lack of 'new economy' stocks holds back returns

Kate Marshall | 8 November 2017

Kate Marshall, Investment Analyst, reports on our view of Henderson Far East Income following its recently released annual results to 31 August 2017. Read article.


A focus on financials benefits Fidelity Special Values

A focus on financials benefits Fidelity Special Values

Kate Marshall | 7 November 2017

Alex Wright has managed Fidelity Special Values for five years and over this time he has used the same disciplined investment approach. Read article.


Asian banks provide a boost to Aberdeen Asian Smaller Companies

Asian banks provide a boost to Aberdeen Asian Smaller Companies

Kate Marshall | 27 October 2017

The Asian Equities Team at Aberdeen benefit from their vast resource and experience investing across the Asia Pacific region. Read article.


Merchants Trust - in search of a higher income

Merchants Trust - in search of a higher income

Kate Marshall | 23 October 2017

Investment Analyst Kate Marshall recently met Simon Gergel for an update on Merchants Trust plc. Read article.


Previous 1 2 3 4 5 6 Next