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Investment Companies sector team


Helena Coles

Helena Coles

Sarah Godfrey

Sarah Godfrey

Mel Jenner

Mel Jenner
Associate Director

Andrew Mitchell

Andrew Mitchell

Rob Murphy

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

Gavin Wood

Gavin Wood

By region

Recent initiations

Fidelity Special Values Aberdeen Asian Income Fund
Volta Finance ICG-Longbow SSUP
Fidelity Asian Values Genesis Emerging Markets Fund

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Latest research

Lazard World Trust Fund

Termination of coverage

Termination | Investment Companies | 10/01/2019

Edison Investment Research is terminating coverage on Lazard World Trust Fund (WTR). Please note you should no longer rely on any previous research or…

Martin Currie Global Portfolio Trust

Established vehicle with new engine for growth

Review | Investment Companies | 07/01/2019

Martin Currie Global Portfolio Trust (MNP) has a new lead manager, Zehrid Osmani, formerly a senior portfolio manager and head of European equities research…

Fidelity Special Values

Increasingly positive view on UK market outlook

Initiation | Investment Companies | 07/01/2019

Fidelity Special Values (FSV) aims to achieve long-term capital growth from a special situations portfolio of primarily UK equities. The manager has a…

The European Investment Trust

Trade dispute weighing on investor sentiment

Review | Investment Companies | 07/01/2019

The European Investment Trust (EUT) is managed by Craig Armour at Edinburgh Partners (EP, which is now a wholly owned subsidiary of Franklin Templeton…

The Scottish Investment Trust

Growth and income from a contrarian portfolio

Review | Investment Companies | 20/12/2018

The Scottish Investment Trust (SCIN) seeks to provide investors with capital growth and a growing income, by investing in companies around the globe that…

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