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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 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.


JPMorgan Claverhouse Investment Trust  - a positive start to the year

JPMorgan Claverhouse Investment Trust - a positive start to the year

Heather Ferguson | 8 August 2017

Heather Ferguson, Investment Analyst, reports on our view of the JPMorgan Claverhouse Investment Trust following its recently released half-yearly results to end 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.


An encouraging start to the year for European Assets Trust

An encouraging start to the year for European Assets Trust

Kate Marshall | 7 August 2017

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


Alliance Trust plc - new investment approach now in place

Alliance Trust plc - new investment approach now in place

Heather Ferguson | 2 August 2017

Heather Ferguson, Investment Analyst, reports on our view of Alliance Trust following its recently released half-yearly results. Read article.


Foreign & Colonial Investment Trust - a strong first half

Foreign & Colonial Investment Trust - a strong first half

Dominic Rowles | 2 August 2017

Dominic Rowles, Investment Analyst, reports on Foreign & Colonial Investment Trust’s recently released half-yearly results for the year to 30 June 2017. Read article.


Temple Bar Investment Trust - half-yearly update

Temple Bar Investment Trust - half-yearly update

Kate Marshall | 27 July 2017

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


F&C Global Smaller Companies - small companies, big opportunities

F&C Global Smaller Companies - small companies, big opportunities

Dominic Rowles | 29 June 2017

Dominic Rowles, Investment Analyst, reports on our view of F&C Global Smaller Companies Investment Trust following its recently released annual results to 30 April 2017. Read article.


A good year for Worldwide Healthcare Trust

A good year for Worldwide Healthcare Trust

Dominic Rowles | 19 June 2017

Dominic Rowles, Investment Analyst, reports on our view of Worldwide Healthcare Trust following its recently released annual results to 31 March 2017. Read article.


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