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.

JPMorgan American Investment Trust: February 2026 update

Schroder Asia Pacific: February 2026 investment trust update

STS Global Income & Growth Trust: February 2026 investment trust update

Smithson Investment Trust – Restructure Proposals

Baillie Gifford Japan Trust: January 2026 trust update

Saba requisitions Edinburgh Worldwide Investment Trust

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

Danielle Farley

Passive Investment Analyst

Tom James

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

Japan

Mixed Investment

North America

UK All Companies

UK Equity Income

UK Smaller Companies

Asia and Emerging Markets

Alternatives