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Investment Companies sector team

Analysts

Helena Coles

Helena Coles
Analyst

Sarah Godfrey

Sarah Godfrey
Director

Mel Jenner

Mel Jenner
Associate Director

Andrew Mitchell

Andrew Mitchell
Director

Rob Murphy

Rob Murphy
Managing Director of Investment Trust, Financials, and Client Engagement

Gavin Wood

Gavin Wood
Director

By region

Recent initiations

Fidelity Asian Values Genesis Emerging Markets Fund
Murray International Trust Fidelity Japan Trust
BioPharma Credit Princess Private Equity Holding

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Latest research

Martin Currie Asia Unconstrained Trust

Deep discount and attractive yield

Review | Investment Companies | 09/11/2018

Martin Currie Asia Unconstrained Trust (MCP) aims to deliver growth in line with nominal Asia ex-Japan GDP on a rolling three-year basis. It follows a…

BioPharma Credit

Oversubscribed offering fuels further growth

Review | Investment Companies | 06/11/2018

BioPharma Credit (BPCR) provides access to a diverse portfolio of debt instruments for life science companies, consisting mainly of senior secured loans…

JPMorgan Global Convertibles Income Fund

Positive outlook for niche asset class

Review | Investment Companies | 05/11/2018

JPMorgan Global Convertibles Income Fund (JGCI) is the UK’s only listed closed-end fund focused on the convertible bond market. Convertibles usually…

Witan Pacific Investment Trust

Diversified exposure to pan-Asian equities

Review | Investment Companies | 02/11/2018

Witan Pacific Investment Trust (WPC) offers investors broad exposure to Asian equities, including Japan. While global equities, and emerging markets in…

Fidelity Asian Values

Good businesses, good management, good price

Initiation | Investment Companies | 30/10/2018

Fidelity Asian Values (FAS) is managed by Nitin Bajaj, who aims to generate long-term capital growth by finding ‘good businesses’ run by ‘good…

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