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.

Schroder Asia Pacific – fund manager change

Monks Investment Trust: August 2026 update

Personal Assets Trust: July 2026 Update

Polar Capital Technology Trust: July 2026 update

Bankers Investment Trust: July 2026 update

European Opportunities Trust plans to close

Our Fund Analysts

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

Kate Marshall

Head of Fund Research

Hal Cook

Senior Investment Analyst

Aidan Moyle

Investment Analyst

Danielle Farley

Index Investment Analyst

Tom James

Investment Analyst

Nicholas Hyett

Lead Alternatives 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