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

Jupiter Green Investment Trust The Scottish Investment Trust
Middlefield Canadian Income JPMorgan Global Growth & Income
Tetragon Financial Group Lowland Investment Company PLC

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Latest research

BB Biotech

Strong rebound for established specialist

Review | Investment Companies | 27/02/2017

BB Biotech (BION) is a long-established investor in biotech innovation, offering access to a concentrated portfolio of c 30 companies covering a range…

Securities Trust of Scotland

Unconstrained approach driving outperformance

Review | Investment Companies | 24/02/2017

Securities Trust of Scotland (STS) aims to achieve rising income and long-term capital growth from a concentrated portfolio of large- and mid-cap global…

Qatar Investment Fund

Equity investment in a growing economy

Review | Investment Companies | 23/02/2017

Qatar Investment Fund (QIF) aims to generate long-term capital growth from a relatively concentrated portfolio of c 25 holdings. The majority of the fund…

Biotech Growth Trust (The)

Industry fundamentals remain positive

Review | Investment Companies | 21/02/2017

The Biotech Growth Trust (BIOG) is a specialist vehicle, aiming to generate long-term capital growth via investment in global biotech stocks. Following…

Diverse Income Trust (The)

Small caps best insulated from macro headwinds

Review | Investment Companies | 15/02/2017

The Diverse Income Trust (DIVI) invests in UK stocks from across the market cap spectrum that have strong prospects for sustainable dividend growth. This…

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