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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.


F&C Investment Trust: April 2021 Update

Investment Analyst Henry Ince shares our analysis on the manager, process, culture, cost and performance of the F&C Investment Trust. Read article.

Henry Ince | 8 Apr 21

Murray International Trust: April 2021 Update

In this investment trust update, Investment Analyst Henry Ince shares our analysis on the manager, process, culture, cost and performance of the Murray International Trust. Read article.

Henry Ince | 6 Apr 21

Scottish American Investment Company: March 2021 Update

In this investment trust update, Investment Analyst Henry Ince shares our analysis on the manager, process, culture, cost and performance of the Scottish American Investment Company. Read article.

Henry Ince | 29 Mar 21

3 investment trusts for a Stocks and Shares ISA

We look at three investment trusts investors could consider for this year’s ISA allowance. Read article.

Kate Marshall | 26 Mar 21

Fidelity Special Values: March 2021 update

In this investment trust update, Investment Analyst Dominic Rowles shares our analysis on the manager, process, culture, cost and performance of Fidelity Special Values plc. Read article.

Dominic Rowles | 15 Mar 21

Murray Income Trust: March 2021 update

Senior Investment Analyst Kate Marshall shares our analysis on the manager, process, culture, cost and performance of Murray Income Trust. Read article.

Kate Marshall | 9 Mar 21

City of London Investment Trust: February 2021 update

Senior Investment Analyst Kate Marshall shares our analysis on the manager, process, culture, cost and performance of City of London Investment Trust. Read article.

Kate Marshall | 3 Mar 21

Bankers Investment Trust: February 2021 update

In this investment trust update, Investment Analyst Dominic Rowles shares our analysis on the manager, process, culture, cost and performance of the Bankers Investment Trust plc. Read article.

Dominic Rowles | 24 Feb 21

Edinburgh Worldwide Investment Trust: February 2021 Update

In this investment trust update, Investment Analyst Joseph Hill shares our analysis on the manager, process, culture, cost and performance of the Edinburgh Worldwide Investment Trust. Read article.

Joseph Hill | 17 Feb 21

Schroder UK Public Private Trust: December update 2020

Investment Analyst Josef Licsauer shares our analysis on the manager, process, culture, cost and performance of the Schroder UK Public Private Trust. Read article.

Josef Licsauer | 6 Jan 21