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

Finsbury Growth & Income Trust

Glory, glory, Man United

Review | Investment Companies | 16/11/2017

Finsbury Growth & Income Trust (FGT) aims to generate long-term capital and income growth from a concentrated portfolio of primarily UK equities. Manager…

Tetragon Financial Group

Positive Q317 performance; Q417 tender offer

Update | Investment Companies | 16/11/2017

Tetragon Financial Group (TFG) achieved a 1.6% NAV total return in the third quarter of 2017, taking NAV total return to 4.5% for the first nine months…

Aberdeen New Thai Investment Trust

Long-term Thai equities specialist

Review | Investment Companies | 13/11/2017

Aberdeen New Thai Investment Trust (ANW) is the only London-listed investment trust focused on Thailand. Launched in 1989, the managers have a long history…

Witan Investment Trust

Increasing exposure to continental Europe

Review | Investment Companies | 13/11/2017

Witan Investment Trust (WTAN) invests globally and is one of the largest investment trusts, with net assets of c £2.0bn. It adopts a primarily…

Templeton Emerging Markets Investment Trust

New manager oversees improved performance

Review | Investment Companies | 08/11/2017

Templeton Emerging Markets Investment Trust (TEMIT) aims to generate long-term capital growth from a portfolio of emerging market equities that is diversified…

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