Investment Companies sector team

Analysts

Sarah Godfrey

Sarah Godfrey
Analyst

Mel Jenner

Mel Jenner
Analyst

Andrew Mitchell

Andrew Mitchell
Associate Director

Rob Murphy

Rob Murphy
Head of Investment Trusts

Gavin Wood

Gavin Wood
Analyst

By region

Recent initiations

The Law Debenture Corporation The Scottish Investment Trust
Middlefield Canadian Income JPMorgan Global Growth & Income
Tetragon Financial Group Lowland Investment Company PLC

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Latest research

BlackRock Latin American Inv. Trust

The beginning of a sustained bull market?

Review | Investment Companies | 16/01/2017

BlackRock Latin American Investment Trust (BRLA) is a long-established fund investing in Latin American equities. Manager Will Landers runs a 50-75 stock…

Standard Life UK Smaller Companies Trust

High-conviction portfolio of UK smaller-cap stocks

Review | Investment Companies | 12/01/2017

Standard Life UK Smaller Companies Trust (SLS) aims to generate long-term capital growth from a portfolio of high-quality smaller-cap UK equities. Manager…

JPMorgan European Smaller Companies Trust

Strong continuity of management

Update | Investment Companies | 09/01/2017

JPMorgan European Smaller Companies Trust (JESC) is managed by a dedicated, highly experienced, three-man team. The ‘best ideas’ portfolio,…

The Merchants Trust

High income and dividend growth

Review | Investment Companies | 09/01/2017

The Merchants Trust (MRCH) invests in a portfolio of primarily large-cap UK equities aiming to generate income and long-term capital growth. MRCH differentiates…

Fidelity European Values

Celebrating 25 years since fund launch

Review | Investment Companies | 09/01/2017

Fidelity European Values (FEV) recently celebrated its 25th anniversary. It aims to generate long-term capital growth from investment primarily in continental…

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