Investment Companies sector team

Analysts

Helena Coles

Helena Coles

Sarah Godfrey

Sarah Godfrey
Analyst

Mel Jenner

Mel Jenner
Analyst

Andrew Mitchell

Andrew Mitchell
Associate Director

Rob Murphy

Rob Murphy
Head of Investment Trusts

Tom Tuite-Dalton

Tom Tuite-Dalton

Gavin Wood

Gavin Wood
Analyst

By region

Recent initiations

UK Commercial Property Trust F&C Managed Portfolio Trust
Jupiter Green Investment Trust The Scottish Investment Trust
Middlefield Canadian Income JPMorgan Global Growth & Income

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Latest research

UK Commercial Property Trust

Income key in world of low numbers

Initiation | Investment Companies | 24/03/2017

UK Commercial Property Trust (UKCM) is a property investment company which seeks to generate an attractive and sustainable income with potential for capital…

Seneca Global Income & Growth Trust

More than five years since mandate change

Review | Investment Companies | 23/03/2017

Seneca Global Income & Growth Trust (SIGT) aims to generate income and long-term capital growth across multiple asset classes with low volatility. The…

Jupiter US Smaller Companies

Small-cap growth with a margin of safety

Review | Investment Companies | 23/03/2017

Jupiter US Smaller Companies (JUS) invests in small and mid-cap US companies with the aim of achieving long-term capital growth with capital preservation.…

F&C Managed Portfolio Trust

Diverse exposure with income and growth options

Initiation | Investment Companies | 22/03/2017

F&C Managed Portfolio Trust (FMPT), launched in 2008, comprises two listed investment portfolios – an income portfolio (FMPI) and a growth portfolio…

Is Private Equity

Weathering a storm

Outlook | Investment Companies | 17/03/2017

Is Private Equity (ISGSY) makes direct private equity investments in mid-sized Turkish companies with the aim of providing capital gains and attractive…

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