September 2020
Strategy
Blood in the streets
The UK Smaller Companies Sector faces plenty of challenges, but bombed out valuations among trusts in the sector look interesting...
17 Sep
17 Sep
Replay
Slides and Audio: City of London
View the presentation and listen to the audio from our 'Alternatives for Income Investors' event on 29 September...
30 Sep
30 Sep
Fund Research
City of London
CTY’s dependable track record of dividend growth continues, but it has slipped to a rare discount…
30 Sep
30 Sep
June 2020
Opinion
Selling the family silver
Is there something fishy about a trust paying dividends from capital?
25 Jun
25 Jun
Events
Deep impact
Audio and presentations from our conference this week, where fifteen of the world's best fund managers described a profoundly altered investment landscape...
05 Jun
05 Jun
December 2019
Strategy
The squeeze continues: how trust costs keep falling
As pressure on costs remains, we reveal which trusts have achieved the most significant reductions in 2019….
18 Dec
18 Dec
Strategy
Holding something in reserve
A sterling bounce poses a threat to UK dividends - we look at how UK equity income investment trust managers stand prepared…
05 Dec
05 Dec
Fund Research
Henderson EuroTrust
The new manager is now outperforming, meaning HNE’s current discount is an interesting proposition…
12 Dec
12 Dec
October 2019
Fund Research
City of London
Fifty-three consecutive years of dividend growth, and counting…
14 Oct
14 Oct
Fund Research
Henderson Smaller Companies
The 11.5% discount for HSL offers an interesting entry point into a trust with an attractive yield and a long-term track record of capital appreciation in the UK smaller companies space…
01 Oct
01 Oct
September 2019
Strategy
Master of all trades: the best multi-asset trusts on the market
Investment trusts are particularly suited to multi-asset strategies. Our research identifies the leaders in this increasingly popular field...
25 Sep
25 Sep
Fund Research
TR European Growth
TRG looks to deliver strong capital returns through a portfolio of some of Europe’s most exciting opportunities…
30 Sep
30 Sep
July 2019
Strategy
Fool's gold?
We examine the relationship between how much a fund costs and how it performs, with surprising results...
24 Jul
24 Jul
Strategy
Ready for action
In the second part of our active management series, we assess the most active managers across the major closed-ended equity sectors…
17 Jul
17 Jul
Fund Research
Lowland
The managers of Lowland run a diversified portfolio of mainly UK companies, paying very little regard to the benchmark...
10 Jul
10 Jul
June 2019
Strategy
Measure for measure
In the first of a two-part series, we examine the tools investors can use to assess how active a manager actually is…
26 Jun
26 Jun
Strategy
On track?
Six months in, we review the performance of our core preferred trusts for income, income and growth and high income...
19 Jun
19 Jun
April 2019
Strategy
Nothing compares to EU
Currently one of the financial world's most unloved regions, we look at the sectors that are unique to Europe and how the persistent pessimism has presented attractive opportunities…
24 Apr
24 Apr
Strategy
Nice guys finish first
We review the rise of ESG, its impact on investment trusts, and the various ways ESG has evolved in the trust world...
03 Apr
03 Apr
Fund Research
Henderson EuroTrust
Henderson EuroTrust (HNE) offers a great opportunity for investors to diversify their portfolios and gain exposure to some of the unique companies that Europe has to offer...
24 Apr
24 Apr
February 2019
Strategy
A marathon not a sprint
Our research shows that investment trusts' structural advantages give them a significant edge for investors seeking long term capital growth...
27 Feb
27 Feb
Fund Research
Henderson Far East Income
Henderson Far East Income aims to generate a rising dividend stream from equities in Asia. The trust currently yields 6.3%...
19 Feb
19 Feb