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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.


Investing in healthcare: just what the doctor ordered?

Jonathan Curtis looks at how to invest in a $7.2trn industry. Read article.

Jonathon Curtis | 9 Jul 19

Alexander Darwall to step down from Jupiter

Alexander Darwall, manager of the Jupiter European Opportunities Trust, will be leaving Jupiter on 1 October 2019. Read article.

Emma Wall | 2 Jul 19

Personal Assets Trust - prepare for tougher markets

Find out why Sebastian Lyon thinks there may be challenging times ahead for markets and how the fund did in the 12 months to 30 April 2019. Read article.

Jonathon Curtis | 1 Jul 19

Fidelity China Special Situations - far from a silk road

Trade wars and slowing growth have troubled the Chinese stock market. Find out what the manager thinks the future holds for companies in China. Read article.

Jonathon Curtis | 27 Jun 19

Edinburgh Investment Trust - why you shouldn't turn your back on the UK

It hasn't been an easy year for investment trusts focused on out-of-favour, UK domestic companies. Find out why Edinburgh Investment Trust, which recently released its annual results to 31 March 2019, is still keen on this part of the market. Read article.

Kate Marshall | 26 Jun 19

Perpetual Income & Growth - dividends rise, but performance disappoints

Meet the latest dividend hero – Perpetual Income & Growth Investment Trust. Kate Marshall, Senior Investment Analyst, reports on how it earned this title following the release of its annual results for the year to 31 March 2019. Read article.

Kate Marshall | 26 Jun 19

Templeton Emerging Markets - consumption and technology will drive change in developing markets

Franklin Templeton is a pioneer in emerging markets investing. Kate Marshall, Senior Investment Analyst, takes a closer look at what's been going on in the Templeton Emerging Markets Investment Trust following the release of its annual results to 31 March 2019. Read article.

Kate Marshall | 25 Jun 19

Monks Investment Trust - looking far afield and far ahead

It’s been a tale of two halves for Monks Investment Trust’s year to 30 April 2019. Find out which companies helped the trust recover well after an initial weak period. Read article.

Jonathon Curtis | 24 Jun 19

Worldwide Healthcare Trust - managers remain positive

Worldwide Healthcare Trust recently released its annual results to 31 March 2019. It didn’t perform as well as the broader global healthcare market over the year. We find out why in our latest update. Read article.

Dominic Rowles | 21 Jun 19

TR Property Investment Trust – another strong year

TR Property Investment Trust recently released its annual results to the end of March 2019. In this update, we look at how the trust's done over the year and share the manager's outlook. Read article.

Dominic Rowles | 20 Jun 19