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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.


Murray International Trust: May 2022 Update

In this investment trust update, Lead Investment Analyst Kate Marshall shares our analysis on the manager, process, culture, ESG integration, cost and performance of the Murray International Trust. Read article.

Kate Marshall | 19 May 22

Merchants Trust: May 2022 update

Senior Investment Analyst Joseph Hill shares our analysis on the manager, process, culture, ESG integration, cost and performance of Merchants Investment Trust. Read article.

Joseph Hill | 10 May 22

Tritax Big Box – still seeing strong demand

Tritax is seeing good levels of demand, with take-up of space more than doubling to 10.4m sq ft, compared to the first quarter last year. Read article.

Sophie Lund-Yates | 6 May 22

BlackRock World Mining Trust: April 2022 update

Investment Analyst Josef Licsauer shares our analysis on the manager, process, culture, cost and performance of the BlackRock World Mining Trust. Read article.

Josef Licsauer | 12 Apr 22

Allianz Technology Trust: April update 2022

Investment Analyst Josef Licsauer shares our analysis on the manager, process, culture, cost and performance of Allianz Technology Trust. Read article.

Josef Licsauer | 4 Apr 22

Scottish American Investment Company: March 2022 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 | 30 Mar 22

City of London Investment Trust: March 2022 update

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

Joseph Hill | 28 Mar 22

Fidelity Special Values: March 2022 update

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

Dominic Rowles | 25 Mar 22

F&C Investment Trust: March 2022 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 | 22 Mar 22

Alliance Trust: March 2022 investment trust update

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

Henry Ince | 17 Mar 22