February 2019
Strategy
Sweet treats
The eight trusts with strong prospects, but wide discounts...
13 Feb
13 Feb
Strategy
Income for the long haul
With 'ISA season' looming we identify investment trusts which offer long-term, dependable income streams for yield-hungry investors...
06 Feb
06 Feb
Fund Research
Henderson Opportunities
The trust is trading on a 16% discount, making it one of the cheapest UK equity trusts...
13 Feb
13 Feb
Fund Research
City of London
The trust with 52 years of dividend growth, and counting...
05 Feb
05 Feb
November 2018
Strategy
Every cloud...
The endless grinding negativity of Brexit has driven investors away from Europe in scores, leaving rich pickings for opportunistic buyers...
28 Nov
28 Nov
Strategy
The Great British Buffett
New research claims to have identified the secret of Warren Buffett's success; we apply similar principles to find the UK's answer to The Sage of Omaha...
07 Nov
07 Nov
Fund Research
Henderson EuroTrust
Having had the longest-tenured manager in the sector, a new manager is taking the reins and making some subtle changes to the portfolio.
26 Nov
26 Nov
October 2018
Events
The Investment Trust Advantage
Our recent conference for discretionary fund managers saw some of the UK's leading fund managers discussing the outlook for the world's major regions and asset classes...
16 Oct
16 Oct
Fund Research
Lowland
Run by James Henderson since the early 90's, Lowland aims to give shareholders a higher-than-average return coupled with capital and income growth...
17 Oct
17 Oct
July 2018
Strategy
The Endurance Growth Portfolio
The purpose of the Endurance Growth Portfolio is to generate long-term capital growth with a bias towards quality and defensive characteristics...
25 Jul
25 Jul
Strategy
The devil and the deep blue sea...
We are making a number of changes to our model portfolios, which have prospered (for the most part!) in a challenging environment...
25 Jul
25 Jul
Strategy
The Evergreen Annuity Portfolio
Our Evergreen Annuity Portfolio was set up to provide a high income, rising at least in line with inflation...
25 Jul
25 Jul
Strategy
The Bulletproof Income Portfolio
Our Bulletproof Income Portfolio was set up to illustrate the benefits of investment trusts in providing a stable income...
25 Jul
25 Jul
June 2018
Fund Research
Still waters run deep
UK equity income trusts trade at a discount to their global-equity-income-focused counterparts, yet our research suggests this could be unjustified...
13 Jun
13 Jun
Strategy
A winning combination
New research from Cass Business school helps explain why closed-ended funds have outperformed their open-ended peers in the major equity sectors since 2000...
27 Jun
27 Jun
Fund Research
Lowland
An idiosyncratic stockpicking fund managed by industry veteran James Henderson with an 'all-cap' approach...
13 Jun
13 Jun
May 2018
Strategy
Forza Italia!
Recent weeks have seen Italy's rocky relationship with the EU thrust into the spotlight once again, but we think volatility for European equities may be a buying opportunity...
30 May
30 May
Strategy
Backing Blighty
We highlight trusts with a heavy focus on domestically focused UK equities...
23 May
23 May
Fund Research
Henderson EuroTrust
This fund has the longest-tenured manager in the sector, with an impressive consistency of outperformance of the benchmark...
30 May
30 May
Fund Research
Henderson Opportunities
Henderson Opportunities Trust aims to outperform the FTSE All Share by investing across the market cap spectrum...
23 May
23 May
February 2017
Fund Research
Lowland
22 Feb
22 Feb