Investment Companies sector team

Analysts

Helena Coles

Helena Coles
Financials analyst

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

Heliad Equity Partners Heliad Equity Partners
Polar Capital Global Healthcare Trust UK Commercial Property Trust
F&C Managed Portfolio Income Jupiter Green Investment Trust

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Latest research

Seneca Global Income & Growth Trust

More relevant benchmark proposed

Review | Investment Companies | 27/06/2017

Seneca Global Income & Growth Trust (SIGT) has proposed changing its benchmark to a more relevant CPI +6% versus the current Libor +3%; it aims to generate…

ScotGems

Focused portfolio with initial Asia ex-Japan/EM tilt

First day of dealings | Investment Companies | 26/06/2017

ScotGems (SGEM) has commenced dealing on the London Stock Exchange today, having raised £50.3m via an initial placing and offer for subscription.…

Martin Currie Global Portfolio Trust

Global equity exposure with low volatility

Review | Investment Companies | 26/06/2017

Martin Currie Global Portfolio Trust (MNP) aims to generate long-term capital growth from a portfolio of high-quality, primarily large-cap global equities.…

Polar Capital Global Healthcare Trust

Termination of coverage

Update | Investment Companies | 22/06/2017

Edison Investment Research is terminating coverage on Polar Capital Global Healthcare Trust (PCGH). Please note you should no longer rely on any previous…

JPMorgan European Smaller Companies Trust

Finding exciting investment opportunities

Review | Investment Companies | 22/06/2017

JPMorgan European Smaller Companies Trust (JESC) aims to generate long-term capital growth from a portfolio of European (ex-UK) small-cap equities. Despite…

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