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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.


Alliance Trust: October 2020 update

Investment Analyst Dominic Rowles shares our analysis on the managers, process, culture, cost and performance of Alliance Trust. Read article.

Dominic Rowles | 19 Oct 20

Baillie Gifford US Growth Trust: October 2020 update

Investment Analyst Joseph Hill shares our analysis on the manager, process, culture, cost and performance of Baillie Gifford US Growth Trust. Read article.

Joseph Hill | 15 Oct 20

Polar Capital Technology Trust: September 2020 update

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

Josef Licsauer | 29 Sep 20

Standard Life UK Smaller Companies Trust: September 2020 update

Senior Investment Analyst Kate Marshall shares our analysis on the manager, process, culture, cost and performance of Standard Life UK Smaller Companies Trust. Read article.

Kate Marshall | 21 Sep 20

Henderson Smaller Companies Investment Trust: September 2020 update

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

Kate Marshall | 16 Sep 20

What is a discount on an investment trust?

What does it mean when an investment trust is trading on a discount to net asset value? And how does it impact returns? Read article.

Emma Wall, Head of Investment Analysis | 14 Sep 20

Finsbury Growth & Income Trust: September 2020 update

Investment Analyst Dominic Rowles shares our analysis on the manager, process, culture, cost and performance of the Finsbury Growth & Income Trust. Read article.

Dominic Rowles | 14 Sep 20

Aberdeen Asia Focus: September 2020 update

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

Kate Marshall | 3 Sep 20

JPMorgan Emerging Markets Investment Trust: September 2020 update

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

Kate Marshall | 1 Sep 20

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