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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.


Perpetual Income and Growth Investment Trust announces merger with Murray Income Trust

The board of Perpetual Income and Growth Investment Trust have concluded their search for a new manager. They have agreed to combine assets with Murray Income Trust, which is managed by the UK Equities team at Aberdeen Standard Investments (ASI). Read article.

Emma Wall | 11 Aug 20

Monks Investment Trust: August 2020 update

Investment Analyst Jonathon Curtis shares our analysis on the managers, process, culture, cost and performance of Monks Investment Trust. Read article.

Jonathon Curtis | 6 Aug 20

Schroder Asia Pacific - July 2020 update

Senior Investment Analyst Kate Marshall shares our analysis on the manager, process, culture, cost and performance of the Schroder Asia Pacific Fund. Read article.

Kate Marshall | 30 Jul 20

Personal Assets Trust: July 2020 update

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

Kate Marshall | 23 Jul 20

Fidelity China Special Situations: July 2020 update

Senior Investment Analyst Kate Marshall shares our analysis on the manager, process, culture, cost and performance of Fidelity China Special Situations PLC. Read article.

Kate Marshall | 13 Jul 20

Worldwide Healthcare Trust: July 2020 update

Investment Analyst Jonathon Curtis shares our analysis on the manager, process, culture, cost and performance of Worldwide Healthcare Trust. Read article.

Jonathon Curtis | 7 Jul 20

Murray International Trust: July 2020 update

Investment Analyst Jonathon Curtis shares our analysis on the manager, process, culture, cost and performance of Murray International Trust. Read article.

Jonathon Curtis | 2 Jul 20

Witan Investment Trust - June 2020 fund update

Investment Analyst Jonathon Curtis shares our analysis on the manager, process, culture, cost and performance of Witan Investment Trust. Read article.

Jonathon Curtis | 18 Jun 20

TR Property Investment Trust – June 2020 update

Investment Analyst Dominic Rowles provides an update on TR Property Investment Trust following the release of its annual report for the year ending 31 March 2020. Read article.

Dominic Rowles | 16 Jun 20

HICL Infrastructure Company – May 2020 update

Investment Analyst Dominic Rowles provides an update on HICL Infrastructure Company following the release of its annual report for the year ending 31 March 2020. Read article.

Dominic Rowles | 5 Jun 20