June 2019
Features
Invesco
Balancing risks of regulation in the UK Utilities sector

Companies backed by assets, with a history of paying dividends to shareholders? Or targets for overregulation? Ciaran Mallon, Fund Manager of Invesco Income Growth Trust plc, considers the case f...

Fund Research
RIT Capital Partners

Aiming to deliver long-term capital growth, while preserving shareholders’ capital...

Strategy
Report card

Six months after the launch of our new ratings system, we check whether our rated trusts are on track to remain 'best in class'...

Features
ICG Enterprise Trust
Going private: Why should investors consider adding private equity to portfolios?

ICG Enterprise Trust busts some key myths surrounding private equity investing...

Fund Research
BlackRock Energy and Resources Income

A conviction-led approach to delivering a high income from the global mining and energy sectors...

Fund Research
BlackRock North American Income Trust

In the current volatile environment, this trust appears a stand out candidate for more cautious investors...

Fund Research
BlackRock Smaller Companies Trust

BlackRock Smaller Companies is a well-run company, with a long-term track record of strong performance...

Fund Research
BlackRock Frontiers Investment Trust

Sam Vecht's flagship emerging markets fund has kept pace with its new, more appropriate, benchmark so far in 2019 after a tricky start last year...

Features
Why Chinese consumers 'trump' fears of a trade war...

We find out why domestic consumption in China and other emerging markets underpins a positive long-term story for investors…

Opinion
Structurally sound

How investment trusts avoid the liquidity perils of the LF Woodford Equity Income Fund...

Fund Research
BlackRock Income and Growth Investment Trust

BlackRock Income & Growth (BRIG) aims to provide investors with a rising dividend, as well as capital growth over the long term...

Strategy
USA! USA. USA?

We discuss three possible scenarios for the US over the next year - and the trusts poised to prosper in each...

Fund Research
BlackRock World Mining Trust

BRWM provides a diversified investment in mining and metal assets worldwide, actively managed with the objective of maximising total returns...

People
Knowledge is power

Schroder Income Growth's Sue Noffke discusses how she tactically employs gearing in her trust, the benefits of a fixed capital base and how she balances the demands of a board...

May 2019
Fund Research
Scottish Oriental Smaller Companies

SST has generated strong performance in falling markets, but is still sitting on a wide discount...

Features
A vintage blend

How Majedie Investments takes the heavy lifting out of diversification...

Fund Research
International Biotechnology Trust

We discuss the opportunity as biotech stocks trade at record low valuations, despite strong prospects for the sector...

Fund Research
Keystone Investment Trust

Keystone has moved to paying a quarterly dividend, making it potentially more attractive to income investors...

Fund Research
Schroder Income Growth

A trust with an exceptional track record for not only outperforming the benchmark, but also for delivering dividend growth...

Fund Research
JPMorgan US Smaller Companies Investment Trust

A trust that offers investors an excellent way to gain exposure to high quality, growth companies, through a low beta portfolio of high quality companies...

Fund Research
River and Mercantile UK Micro Cap Investment Company Limited

A highly concentrated trust with a strong track record since inception in 2014...

News & Events
Flash update - RESI: Interim results

Brief review of RESI's 31st March interim results, announced 20 May 2019...

Strategy
On a roll

As Western economies show signs of their own 'Japanification', we explore the Japanese industries poised to take advantage of this change...

Features
Invesco
The outlook for growth in East Asia

In the past decade economic growth in the East Asian region has slowed considerably - Invesco's John Greenwood discusses the outlook going forward...

Fund Research
JPMorgan American

JAM has been re-invigorated by a new manager set-up, due to take effect at the end of May 2019...

Fund Research
Aberdeen Standard Equity Income

The long-standing manager, Thomas Moore, utilities a bottom up approach to identifying opportunities, and is entirely index agnostic in his approach...

Fund Research
Jupiter US Smaller Companies Trust

Jupiter US Smaller Companies Trust, run by Robert Siddles for the past 18 years, looks to invest in the areas of the market that lacks positive sentiment...

Fund Research
Baillie Gifford US Growth Trust

Baillie Gifford US Growth (USA) launched in March of 2018, aiming to produce long-term capital growth through investing in listend and unlisted US equities...

Fund Research
Baring Emerging Europe

Baring Emerging Europe offers a high dividend yield of 4.5% from its unique focus on a cheaply valued region ...

Fund Research
NB Private Equity Partners

A wide range of discount-narrowing initiatives have built a good foundation for investors in NBPE...

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