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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
Director

Rob Murphy

Rob Murphy
Head of Investment Trusts

Gavin Wood

Gavin Wood
Analyst

By region

Recent initiations

Fidelity Japan Trust BioPharma Credit
Princess Private Equity Holding APQ Global
Vietnam Enterprise Investments CVC Credit Partners European Opps

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Latest research

Fidelity Japan Trust

Established, on-the-ground expertise in Japan

Initiation | Investment Companies | 18/09/2018

Fidelity Japan Trust (FJV) has a bottom-up, research-intensive investment process, a flexible approach to gearing and a focus on stocks across the market…

Invesco Asia Trust

Opportunities emerging in Asian equities

Review | Investment Companies | 18/09/2018

Invesco Asia Trust (IAT) aims to deliver significant capital gains to shareholders over a three- to five-year horizon, primarily through investing in Asian…

Utilico Emerging Markets Trust

Simplified corporate structure

Review | Investment Companies | 17/09/2018

Utilico Emerging Markets Trust (UEM) is a specialist fund focusing on infrastructure and utility investment in emerging market equities. In April 2018,…

VinaCapital Vietnam Opportunity Fund

Strong market fundamentals expected to prevail

Review | Investment Companies | 17/09/2018

VinaCapital Vietnam Opportunity Fund (VOF) is one of the oldest and largest Vietnam specialist investment companies and is now a FTSE 250 index constituent.…

JPMorgan European Smaller Companies Trust

Termination of coverage

Termination | Investment Companies | 10/09/2018

Edison Investment Research is terminating coverage on JPMorgan European Smaller Companies Trust (JESC). Please note you should no longer rely on any previous…

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