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.

Artemis UK Future Leaders: November 2025 trust update

Monks Investment Trust – Manager change

JPMorgan Emerging Markets Investment Trust: October 2025 update

European Opportunities Trust: September 2025 update

Baillie Gifford US Growth Trust: August 2025 update

Monks Investment Trust: August 2025 update

Our Fund Analysts

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

Victoria Hasler

Head of Fund Research

Kate Marshall

Lead Investment Analyst

Hal Cook

Senior Investment Analyst

Aidan Moyle

Investment Analyst

Joseph Hill

Senior Investment Analyst

Danielle Farley

Passive 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