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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

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Recent initiations

BioPharma Credit Princess Private Equity Holding
APQ Global Vietnam Enterprise Investments
CVC Credit Partners European Opps Heliad Equity Partners

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Latest research

Standard Life Private Equity Trust

Measured addition of domestic US fund exposure

Review | Investment Companies | 13/07/2018

Standard Life Private Equity Trust (SLPET) continues to follow a long-term, conviction approach to selecting primarily European private equity buyout funds,…

European Assets Trust

Capital growth objective with high yield

Review | Investment Companies | 11/07/2018

European Assets Trust (EAT) aims to achieve capital growth through investing in listed small- and medium-sized companies in Europe, excluding the UK. It…

Standard Life Equity Income Trust

Accelerating dividend growth

Review | Investment Companies | 11/07/2018

Standard Life Equity Income Trust (SLET) aims to generate a generous level of dividend as well as long-term growth in capital and income. The board has…

Seneca Global Income & Growth Trust

Continuing to reduce equity exposure

Review | Investment Companies | 03/07/2018

Seneca Global Income & Growth Trust (SIGT) aims to generate an average total return of at least CPI +6% pa, with low volatility, over the course of…

Scottish Oriental Smaller Companies

Small-cap specialist, repositioned for growth

Review | Investment Companies | 03/07/2018

Scottish Oriental Smaller Companies Trust (SST) aims to generate long-term capital growth from investing in smaller Asia ex-Japan listed companies, typically…

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