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

Circle Property APQ Global
Vietnam Enterprise Investments CVC Credit Partners European Opps
Heliad Equity Partners Heliad Equity Partners

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Latest research

The Law Debenture Corporation

Differentiated income and growth

Review | Investment Companies | 26/09/2017

The Law Debenture Corporation (LWDB) is differentiated by being both an investment trust with a diversified portfolio of global equities and a leading…

Fidelity China Special Situations

Attractive valuations and growth prospects

Review | Investment Companies | 15/09/2017

Fidelity China Special Situations (FCSS) invests in a diversified portfolio of Chinese equities, seeking exposure to higher-quality companies, primarily…

Lazard World Trust Fund

Active investment in global opportunities

Review | Investment Companies | 14/09/2017

Lazard World Trust Fund (WTR, formerly The World Trust Fund) offers investors access to a concentrated portfolio of the ‘best ideas’ of Lazard…

Heliad Equity Partners

Key portfolio holdings drive results

Update | Investment Companies | 14/09/2017

Heliad Equity Partners benefited from the stock price appreciation of its major listed portfolio holdings (most notably FinTech and MagForce), posting…

Foreign & Colonial Investment Trust

Distinguished dividend history

Review | Investment Companies | 04/09/2017

Foreign & Colonial Investment Trust (FRCL) is the world’s oldest investment fund, heading towards its 150th birthday. Since 2014, it has been…

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

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