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

CVC Credit Partners European Opps

Seeking opportunities in leveraged credit

Review | Investment Companies | 19/03/2018

CVC Credit Partners European Opportunities (CCPEOL) seeks to achieve gross returns of 8-12% a year by investing in a portfolio of high-yielding debt investments…

The Scottish Investment Trust

Daring to be different

Review | Investment Companies | 19/03/2018

The Scottish Investment Trust (SCIN) seeks to avoid the ‘madness of crowds’, investing away from the herd in stocks that may be entirely out…

Foreign & Colonial Investment Trust

Happy birthday, F&C Investment Trust

Update | Investment Companies | 19/03/2018

Foreign & Colonial Investment Trust (FRCL) is the oldest investment trust and is celebrating its 150th anniversary. Dividends have been paid every year…

Is Private Equity

Valuation yet to reflect improving conditions

Outlook | Investment Companies | 16/03/2018

The overall valuation of Is Private Equity’s (ISGSY) private equity investments remained resilient in 2017, with gross asset exposure to these investments…

HarbourVest Global Private Equity

Accessing global megatrends in private markets

Update | Investment Companies | 16/03/2018

HarbourVest Global Private Equity (HVPE) offers broad, selected exposure to leading private equity managers globally, and has a highly diversified underlying…

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

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