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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.


Edinburgh Investment Trust: June 2021 update

Senior Investment Analyst David Holder shares our analysis on the manager, process, culture, cost and performance of the Edinburgh Investment Trust. Read article.

David Holder | 18 Jun 21

HICL Infrastructure Company: June 2021 update

Investment Analyst Josef Licsauer shares our analysis on the manager, process, culture, cost and performance of HICL Infrastructure Company Read article.

Josef Licsauer | 15 Jun 21

JPMorgan Elect - Managed Income: June 2021 update

In this investment trust update, Senior Investment Analyst David Holder shares our analysis of the manager, process, culture, cost and performance of the JPMorgan Elect - Managed Income Trust. Read article.

David Holder | 7 Jun 21

Scottish Mortgage Investment Trust: May 2021 update

Investment Analyst Henry Ince shares our analysis on the manager, process, culture, cost and performance of the Scottish Mortgage Investment Trust. Read article.

Henry Ince | 24 May 21

Personal Assets Trust: May 2021 Update

In this investment trust update, Senior Investment Analyst Tom Mills shares our analysis on the manager, process, culture, cost and performance of Personal Assets Trust. Read article.

Tom Mills | 20 May 21

Troy Income & Growth Trust: May 2021 update

Senior Investment Analyst David Holder shares our analysis on the manager, process, culture, cost and performance of Troy Income & Growth Trust. Read article.

David Holder | 19 May 21

Investing in IPOs – why not let the experts do it for you?

If you like the idea of investing in IPOs but aren’t sure where to start, why not let the experts do it for you? Here are four investment ideas that could be worth thinking about. Read article.

Henry Ince | 17 May 21

Witan Investment Trust: May 2021 Update

Investment Analyst Henry Ince shares our analysis on the manager, process, culture, cost and performance of the Witan Investment Trust. Read article.

Henry Ince | 13 May 21

Mercantile Investment Trust: May 2021 Update

Investment Analyst Henry Ince shares our analysis on the manager, process, culture, cost and performance of Mercantile Investment Trust. Read article.

Henry Ince | 11 May 21

Merchants Trust: May 2021 update

Senior Investment Analyst David Holder shares our analysis on the manager, process, culture, cost and performance of Merchants Trust. Read article.

David Holder | 6 May 21