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Investment Trust Research & Insight

Investment Trust Research

The latest investment trust research and insight from our expert research team. Find leading investment trust commentary, performance analysis and insight from HL.

Alliance Trust: April 2024 investment trust update

Edinburgh Worldwide Investment Trust: March 2024 update

RIT Capital Partners – March 2024 update

Tritax Big Box REIT – potential offer to buy UKCM

Schroder Asia Pacific: January 2024 trust update

Fidelity Special Values: January 2024 trust update

Our Fund Analysts

Our fund research team are responsible for the Wealth Shortlist and selected other fund and investment trust updates.

Kate Marshall

Lead Investment Analyst

Joseph Hill

Senior Investment Analyst

Henry Ince

Investment Analyst

Emma Wall

Head of Investment Research & Analysis

Aidan Moyle

Investment Analyst

Hal Cook

Senior Investment Analyst

Investments trusts we research and analyse

To help you navigate the investment trust market, our research team regularly analyse and provide updates on our clients' most popular holdings. Here are the sectors and Investment Trusts our analysts currently cover.

Asia and Emerging Markets

Alternatives

Europe

Global

Mixed Investment

North America

UK All Companies

UK Equity Income

UK Smaller Companies

Asia and Emerging Markets

Alternatives

Europe