Latest articles, press releases and videos
Three VCT managers discuss the outlook for Britain's ambitious smaller companies
Three VCT managers discuss the outlook for Britain's ambitious smaller companies.
Stamp out stamp duty on investment companies
Scrapping 0.5% tax would level the playing field, eliminate double taxation and boost financing for infrastructure and renewable energy.
Why UK equities offer attractive buying opportunities
Despite continued uncertainty, Alex Wright highlights the opportunity in UK equities and outlines why he expects value to continue to outperform in the current market environment.
Investment Trust Edge | January 2023
We examine the prospects for the Schroder UK Real Estate Investment Trust, ask whatever happened to the small cap effect and finish with a look at private equity: should ...
Value outperformance to continue into 2023
Nitin Bajaj, portfolio manager of Fidelity Asian Values, outlines why he expects value to continue its strong run as we head into 2023.
Investment Trust Update | 17th January 2023
In this investment trust update, Winterflood introduces 15 names to its recommended list for 2023 and Downing Strategic Microcap makes plans for share buybacks.
Casting our net wide
Nick Price, Portfolio Manager of Fidelity Emerging Markets, highlights areas of opportunity to be found in emerging markets.
Chinese New Year
Investment company managers on the outlook for China in the Year of the Rabbit
Outlook is bright for Japan
Nicholas Price, portfolio manager of Fidelity Japan Trust PLC, discusses why he believes the outlook is bright for Japan in the year ahead.
How a 'forgotten' Japan could play a large role in investment returns
Alex Illingworth, Co-manager of Mid Wynd International Investment Trust, gives several key reasons why Japan is in a better position than other countries to deliver strong returns for the fund.
A focus on resilience in Europe
Sam Morse, portfolio manager of the Fidelity European Trust, assesses the outlook for regional equities.
Looking forward to the share price pendulum swinging
Laura Foll, Co-manager of Henderson Opportunities Trust, discusses the opportunities in UK equities if 2023 sees a bounce in share prices.
Thematic research
Third-party thematic research on investment companies can be found below.
QD view – What goes down must come up?
Newly enlarged Henderson High Income beats benchmark over 2023
BlackRock Sustainable American Income Trust Plc - Transaction in Own Shares
28/03/2024 - 18:50
BlackRock Throgmorton Trust Plc - Transaction in Own Shares
28/03/2024 - 18:30
BlackRock Smaller Companies Trust Plc - Transaction in Own Shares
28/03/2024 - 18:30
Investing for growth
Find out what growth investing is and how it could help you achieve your long-term financial goals.
Recorded 1 November 2022.
Getting started
If you're new to investment companies, find out what they're all about here.
An introduction to ESG
What is ESG and how does it relate to investment companies?
Saving for your children’s future?
Find out how to invest for your child with investment companies and why they offer good long-term performance.
Glossary
Familiarise yourself with industry terminology.
Research tools
Access information on your chosen investment companies, or find and compare companies using our screening and monitoring tools.
Invest & engage
Browse a list of platforms that allow you to buy and hold investment companies. Discover how to have your say on how your investment company is run.