Investment Companies sector team


Helena Coles

Helena Coles
Financials analyst

Sarah Godfrey

Sarah Godfrey

Mel Jenner

Mel Jenner

Andrew Mitchell

Andrew Mitchell
Associate Director

Rob Murphy

Rob Murphy
Head of Investment Trusts

Gavin Wood

Gavin Wood

By region

Recent initiations

APQ Global Vietnam Enterprise Investments
CVC Credit Partners European Opps Heliad Equity Partners
Heliad Equity Partners Polar Capital Global Healthcare Trust

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Latest research

HarbourVest Global Private Equity

Closing in on a successful decade

Review | Investment Companies | 16/08/2017

HarbourVest Global Private Equity (HVPE) gives investors access to selected private equity (PE) managers globally and a highly diversified portfolio of…

BlackRock Greater Europe Investment Trust

New co-manager appointed in June 2017

Review | Investment Companies | 11/08/2017

BlackRock Greater Europe Investment Trust (BRGE) aims to generate capital growth from a relatively concentrated portfolio invested across the greater European…

Schroder AsiaPacific Fund

Strong returns from established Asia specialist

Review | Investment Companies | 11/08/2017

Schroder AsiaPacific Fund (SDP) invests in markets across the Asia Pacific region (excluding Japan) with the aim of achieving capital growth. Managed by…

Tetragon Financial Group

Positive returns from all asset classes in H117

Update | Investment Companies | 10/08/2017

Tetragon Financial Group (TFG) reported a 2.8% NAV total return for H117, with positive contributions made by all asset classes in the portfolio. Although…

Deutsche Beteiligungs

Successful realisations confirm broader capability

Update | Investment Companies | 07/08/2017

Deutsche Beteiligungs (DBAG) announced four divestments in May 2017, confirming FY17 as an exceptional year for portfolio activity, with five new investments…

Investment Trusts Explained

What is an investment trust

An introduction to the UK’s longest-established collective investment schemes. Download

Types of investment trust

A guide to the different geographical and asset class focuses available, from UK shares to property and private equity. Download

How to buy and sell investment trusts

Using stockbrokers, savings schemes, online investment platforms and investing through an ISA or pension. Download

The Income Advantage

Some investment trusts have raised their dividends each year for more than four decades – find out how. Download

Discounts and Premiums

Understanding how investment trust share prices are affected by supply and demand. Download

Managing Discounts and Premiums

A guide to discount control mechanisms and the options for issuing new shares. Download

Companies covered

Investment Companies Show companies