Investment Companies sector team


Helena Coles

Helena Coles

Sarah Godfrey

Sarah Godfrey

Mel Jenner

Mel Jenner

Andrew Mitchell

Andrew Mitchell
Associate Director

Rob Murphy

Rob Murphy
Head of Investment Trusts

Tom Tuite-Dalton

Tom Tuite-Dalton

Gavin Wood

Gavin Wood

By region

Recent initiations

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

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Latest research

Canadian General Investments

‘One-stop-shop’ for investment in Canada

Review | Investment Companies | 27/04/2017

Canadian General Investments (CGI) is registered as a Canadian investment corporation, which confers favourable tax status; it is listed on both the Toronto…

Middlefield Canadian Income

Exposure to high-yielding North American equities

Review | Investment Companies | 26/04/2017

Middlefield Canadian Income (MCT) is listed on the Main Market of the London Stock Exchange. It aims to invest in a diversified portfolio of Canadian and…

Deutsche Beteiligungs

Rapid start to DBAG Fund VII’s investment period

Review | Investment Companies | 21/04/2017

Deutsche Beteiligungs (DBAG) has continued into FY17 the strong pace of portfolio activity achieved in the previous two financial years, with c €63m…

Witan Investment Trust

Seeking to procure the world’s best stock pickers

Review | Investment Companies | 05/04/2017

Witan Investment Trust (WTAN) uses a multi-manager investment approach to invest in global equities. Since 2004, it has allocated capital to eight to 13…

Fidelity China Special Situations

Still finding investment opportunities

Review | Investment Companies | 04/04/2017

Fidelity China Special Situations (FCSS) was launched in April 2010 aiming to generate long-term capital growth from investing in Chinese companies or…

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