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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.


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 | 29 Oct 19

Woodford Patient Capital – board appoints Schroders to manage trust

The board of Woodford Patient Capital Trust has this morning announced plans to appoint Schroders Investment Management as the new portfolio manager. Read article.

Emma Wall, Head of Investment Analysis | 24 Oct 19

Baillie Gifford Japan – a year of two halves

It was a year of two halves for the Baillie Gifford Japan Trust. In this update, we look at the trust's performance in more detail following the release of its annual results to the end of August 2019. Read article.

Dominic Rowles, Investment Analyst | 22 Oct 19

Woodford Patient Capital – manager serves 3 month notice

Woodford Investment Management has given three months' notice to the Woodford Patient Capital Trust board. Read article.

Emma Wall, Head of Investment Analysis | 16 Oct 19

Woodford Patient Capital Trust – board continues to review manager

Woodford Patient Capital has confirmed it continues to review the position of the fund manager following the news Woodford Equity Income will be closed. Read article.

Kate Marshall, Senior Investment Analyst | 15 Oct 19

City of London – dividend increased for the 53rd year

City of London has increased its dividend for the 53rd year running, however it was not all smooth sailing. Read article.

Emma Wall, Head of Investment Analysis | 24 Sep 19

Henderson Smaller Companies - manager continues to find exciting opportunities

Henderson Smaller Companies Trust recently released its annual results to the end of May 2019. In this update, we look at how the trust performed and share the manager's outlook. Read article.

Dominic Rowles | 12 Aug 19

Woodford Patient Capital Board considers manager change

The Board of Woodford Patient Capital Trust issued a short update this morning about the potential for a change of manager. Read article.

Kate Marshall | 30 Jul 19

Fidelity European Values – how a focus on dividend growers boosted performance

Sam Morse is more cautious than a lot of other managers investing in Europe. Find out what this means for the trust and how we expect it to perform. Read article.

Kate Marshall | 24 Jul 19

Investment trusts – marathon managers

Half of all investment trusts that’ve been running for at least 10 years have had the same manager over that time. Read article.

Jonathon Curtis | 24 Jul 19