Company search
What are the risks for investors in 2026?
Investment trust managers comment on what keeps them awake at night.
Overview
Performance
Portfolio
Dividends
Charges
Gearing
Research
Announcements
Management
Documents
Invest
Engage
Research
Please note that this research may have been paid for by the investment company. Any opinions and ratings are not endorsed by the AIC.
Kepler Trust Intelligence
08 August 2025
JEDT’s strong outperformance foreshadows a recovery for European smaller companies.
Related articles
AIC fund manager poll: emerging markets tipped for the top in 2026
Read comments from 22 investment trust managers.
European investment trusts: opportunities amid trade war tension
Large and small cap European investment trust managers comment on the outlook and challenges.
The 50 investment trusts that would have made you an ISA millionaire
Allianz Technology Trust is top performer with a return of nearly £3 million.
Related videos
What's the outlook for your trust in 2025?
The AIC spoke to European portfolio managers from Fidelity European Trust, Montanaro European Smaller Companies Trust, and JPMorgan European Discovery Trust.
What are the biggest risks to your portfolio?
European portfolio managers from Montanaro European Smaller Companies Trust, Fidelity European Trust and JPMorgan European Discovery Trust speak to the AIC.
Why should investors consider your trust right now? What's your long-term view?
The AIC interviewed European portfolio managers from Fidelity European Trust, Montanaro European Smaller Companies Trust, and JPMorgan European Discovery Trust.
How has Trump's presidency and his tariffs impacted attitudes towards investing in Europe?
Annabel Brodie-Smith, communications director of the AIC interviews European investment trust portfolio managers.
Related industry news
European Smaller Companies positioned for recovery as ECB rate cuts feed through to the economy
Having extricated itself from the grip of Saba Capital and gobbled up rival European Assets Trust (EAT) last year, European Smaller Companies Trust (E...
Montanaro European Smaller sees 20.5% of shares tendered in first 5% tender exit
Montanaro European Smaller Companies (MTE), the £239m investment trust run by George Cooke and Stefan Fischerfeier at Montanaro Asset Management (MAM)...
Saba drops bravado but is still quietly stocking up on cheap trusts
Activist investor Saba Capital's blitz attack on the investment trust industry may not have been an initial success, but it has capitalised on the shake-up of the sector that it helped to accelerate.
‘Whisper it quietly’: trust discounts are starting to narrow, says Stifel
Broker reports a tentative shift in sentiment across the investment trust space, as discounts narrowed in the first half of 2025 and returns turned positive.
Investment company news brought to you by Citywire Financial Publishers Limited
and QuotedData by Marten & Co.
Data provided by Morningstar.
Company documents provided by FE fundinfo.
