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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.


Woodford Patient Capital Trust - behind the science

We look at three companies held in the trust. Read article.

Dominic Rowles | 31 Aug 18

Henderson Smaller Companies Investment Trust - pipped to the post by larger companies

Jonathon Curtis, Investment Analyst, reports on Henderson Smaller Companies Investment Trust after releasing its annual results to 31 May 2018. Read article.

Jonathon Curtis | 22 Aug 18

Polar Capital Technology Trust - another good year

Dominic Rowles, Investment Analyst, reports on our view of Polar Capital Technology Trust plc following its recently released annual results to 30 April 2018. Read article.

Dominic Rowles | 24 Jul 18

F&C Global Smaller Companies - exposure to Asia and Japan increased

Dominic Rowles, Investment Analyst, reports on our view of F&C Global Smaller Companies Investment Trust plc following its recently released annual results to 30 April 2018. Read article.

Dominic Rowles | 3 Jul 18

Fidelity China Special Situations - championing China's New Economy

Jonathon Curtis, Investment Analyst, reports on Fidelity China Special Situations annual results for the year ending 31 March 2018. Read article.

Jonathon Curtis | 2 Jul 18

Edinburgh Investment Trust - upbeat on the UK

Jonathon Curtis, Investment Analyst, reports on Edinburgh Investment Trust after releasing its annual results to 31 March 2018. Read article.

Jonathon Curtis | 2 Jul 18

Worldwide Healthcare - is the future of healthcare in China?

Kate Marshall, Senior Investment Analyst, reports on Worldwide Healthcare Trust's annual results for the year to 31 March 2018. Read article.

Kate Marshall | 2 Jul 18

Templeton Emerging Markets - technology will be an important driver of growth

Kate Marshall, Senior Investment Analyst, reports on Templeton Emerging Markets Investment Trust's annual results for the year to 31 March 2018. Read article.

Kate Marshall | 27 Jun 18

Real Estate Investment Trusts (REITs) and what they mean for income investors

Most of the UK’s largest property companies, including British Land and Land Securities, are REITs. But what does that mean and why are they of interest to income investors? Read article.

| 25 Jun 18

Income investors still keen on TR Property Investment Trust

Kate Marshall, Senior Investment Analyst, reports on TR Property Investment Trust's annual results for the year to 31 March 2018. Read article.

Kate Marshall | 19 Jun 18