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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.


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.


Baillie Gifford Japan's Sarah Whitley to step down

Baillie Gifford Japan's Sarah Whitley to step down

Kate Marshall | 9 October 2017

Kate Marshall, Investment Analyst, reports on our view of Baillie Gifford Japan Trust plc following its recently released Annual Results for the year to 31 August 2017. Read article.


Investment trusts - how to spot value

Investment trusts - how to spot value

Kate Marshall | 5 October 2017

Kate Marshall explains the importance of premiums and discounts when considering an investment trust and gives five examples. Read article.


City of London Investment Trust - a high quality portfolio for uncertain times

City of London Investment Trust - a high quality portfolio for uncertain times

Dominic Rowles | 26 September 2017

Dominic Rowles, Investment Analyst, reports on our view of City of London Investment Trust following its recently released annual results to 30 June 2017. Read article.


Henderson Smaller Companies Investment Trust - smaller companies more robust than ever

Henderson Smaller Companies Investment Trust - smaller companies more robust than ever

Dominic Rowles | 14 August 2017

Dominic Rowles, Investment Analyst, reports on our view of Henderson Smaller Companies Investment Trust following its recently released annual results to 31 May 2017. Read article.


Witan Investment Trust fights off political headwinds

Witan Investment Trust fights off political headwinds

Kate Marshall | 14 August 2017

Kate Marshall, Investment Analyst, reports on Witan Investment Trust’s recently released half-yearly results for the six months to 30 June 2017. Read article.


Woodford Patient Capital Trust - slow and steady approach begins to bear fruit

Woodford Patient Capital Trust - slow and steady approach begins to bear fruit

Dominic Rowles | 8 August 2017

Dominic Rowles, Investment Analyst, reports on Woodford Patient Capital Trust’s recently released half-yearly results for the six months to 30 June 2017. Read article.


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