Investment Trust Research and Insight

Investment Trust Research

The latest investment trust research and insight from our expert research team. Find leading investment trust commentary, performance analysis and insight from HL.

Personal Assets Trust: July 2024 update

Worldwide Healthcare Trust: July 2024 update

Capital Gearing Trust: June 2024 update

Edinburgh Investment Trust: June 2024 update

Scottish Mortgage Investment Trust: June 2024 update

BlackRock World Mining Trust: June 2024 update

Our Fund Analysts

Our fund research team are responsible for the Wealth Shortlist and selected other fund and investment trust updates.

Kate Marshall

Lead Investment Analyst

Joseph Hill

Senior Investment Analyst

Henry Ince

Investment Analyst

Emma Wall

Head of Investment Research & Analysis

Aidan Moyle

Investment Analyst

Hal Cook

Senior Investment Analyst

Investments trusts we research and analyse

To help you navigate the investment trust market, our research team regularly analyse and provide updates on our clients' most popular holdings. Here are the sectors and Investment Trusts our analysts currently cover.

Asia and Emerging Markets

Alternatives

Europe

Global

Mixed Investment

North America

UK All Companies

UK Equity Income

UK Smaller Companies

Asia and Emerging Markets

Alternatives

Europe