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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.


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.


Fidelity China Special Situations - annual results update

Fidelity China Special Situations - annual results update

Kate Marshall | 12 June 2017

Kate Marshall, Investment Analyst, reports on our view of Fidelity China Special Situations plc following its recently released annual results to 31 March 2017. Read article.


Templeton Emerging Markets - technology could transform the emerging world

Templeton Emerging Markets - technology could transform the emerging world

Kate Marshall | 9 June 2017

Kate Marshall, Investment Analyst, reports on our view of Templeton Emerging Markets Investment Trust following its recently released annual results to 31 March 2017. Read article.


Personal Assets Trust - patience remains key

Personal Assets Trust - patience remains key

Dominic Rowles | 6 June 2017

Dominic Rowles, Investment Analyst, reports on our view of Personal Assets Trust following its recently released annual results to 30 April 2017. Read article.


TR Property Investment Trust

TR Property Investment Trust

Heather Ferguson | 6 June 2017

Heather Ferguson, Investment Analyst, reports on our view of TR Property Investment Trust following its recently released annual results for the year ended 31 March 2017. Read article.


HICL Infrastructure Company - a healthy pipeline of new opportunities

HICL Infrastructure Company - a healthy pipeline of new opportunities

Dominic Rowles | 2 June 2017

Dominic Rowles, Investment Analyst, reports on our view of HICL Infrastructure Company Limited following its recently released annual results to 31 March 2017. Read article.


Perpetual Income & Growth - continues to seek dividend growth opportunities

Perpetual Income & Growth - continues to seek dividend growth opportunities

Dominic Rowles | 2 June 2017

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


Biotech Growth Trust - a challenging year for the healthcare sector

Biotech Growth Trust - a challenging year for the healthcare sector

Kate Marshall | 1 June 2017

Kate Marshall, Investment Analyst, reports on our view of Biotech Growth Trust following its recently released annual results to 31 March 2017. Read article.


Edinburgh Investment Trust - a discount opportunity?

Edinburgh Investment Trust - a discount opportunity?

Kate Marshall | 31 May 2017

Kate Marshall, Investment Analyst, reports on our view of Edinburgh Investment Trust following its recently released annual results to 31 March 2017. Read article.


Fidelity China Special Situations maintains focus on China’s ‘new economy’

Fidelity China Special Situations maintains focus on China’s ‘new economy’

Kate Marshall | 23 May 2017

Dale Nicholls is a seasoned investor in Asian equities and recently reached his third year at the helm of Fidelity China Special Situations plc. Read article.


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