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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

Templeton Emerging Markets Investment Trust

Continuation of strategy under new lead manager

Review | Investment Companies | 19/06/2018

Templeton Emerging Markets Investment Trust (TEMIT) has been managed by Chetan Sehgal since the beginning of February 2018, when he took over from prior…

Lazard World Trust Fund

Global opportunities with new 6% dividend policy

Review | Investment Companies | 15/06/2018

Lazard World Trust Fund (WTR) is differentiated from the majority of peers by its focus on discounted assets. Its portfolio is a blend of closed-end funds,…

Fidelity China Special Situations

Focused on China’s domestic opportunity

Review | Investment Companies | 15/06/2018

Fidelity China Special Situations (FCSS) provides exposure to a diversified, actively managed portfolio of Chinese equities. The manager takes a bottom-up…

Brunner Investment Trust (The)

Refinancing will meaningfully reduce cost of debt

Review | Investment Companies | 13/06/2018

The Brunner Investment Trust (BUT) has recently announced a refinancing of its second (and last) tranche of high-cost debt (£28m). It placed a £25m…

Standard Life Investments Property Income Trust

Embracing the changing environment

Review | Investment Companies | 12/06/2018

Standard Life Investments Property Income Trust (SLI) is managed by Jason Baggaley. He aims to deliver an attractive level of income with the potential…

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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