Types of investment
Investment Trusts
We can trace our investment roots back to 1868, when F&C Investment Trust, the world’s oldest collective investment scheme launched, and have been adding to our offering ever since. We currently manage 10 Investment Trusts, providing a range of investment opportunities including access to equities, bonds, property and private equity. Each trust has different aims and objectives with the option of capital growth, income or a combination of both and with a specific regional focus or with a global remit.
Our range of trusts
Global and diversified
Videos
April 2023 - Sam Cosh interviewed by Asset TV on European Assets Trust
Feb 2023 - Marcus Phayre-Mudge interviewed by FundCalibre on TR Property Investment Trust
Jan 2023 – Peter Ewins Investor Meet Company update on The Global Smaller Companies Trust
Oct 2022 – Peter Ewins interviewed by FundCalibre on The Global Smaller Companies Trust
Sept 2022 – Sam Cosh & Lucy Morris Investor Meet Company update on European Assets Trust
Research reports
Balanced Commercial Property Trust
CT Global Managed Portfolio Trust
CT Private Equity Trust
CT Property Trust
CT UK Capital & Income Investment Trust
CT UK High Income Trust
European Assets Trust
F&C Investment Trust
The Global Smaller Companies Trust
TR Property Investment Trust
Our awards
8 November 2023
Investment Trusts
European equities
Size is no barrier to opportunityÂ
Size is no barrier to opportunityÂ
Small and medium-sized companies in Europe may not be the obvious destination for accessing big global investment themes but with a strong research capability, we think there is excellent long-term potential in select stocks.
Read time - 3 min
8 November 2023
Investment Trusts
Property, Real Estate
Looking beyond the end of ‘free money’
Looking beyond the end of ‘free money’
A widening pricing gap between prime and secondary assets, and between sectors (and their sub-segments) is emerging. Looking beyond the current malaise, what does the future hold?
Watch time - 3 min
26 September 2023
Investment Trusts
Multi Asset
In the endgame for the sale of the century      Â
In the endgame for the sale of the century      Â
After a year of fierce discounts, the market for investment trusts looks to be stabilising. Ahead of its eventual recovery, it’s time to grab some bargains.
Read time - 3 mins
26 September 2023
Investment Trusts
Investment trusts
Sentiment doesn’t dampen dividendsÂ
Sentiment doesn’t dampen dividendsÂ
UK stocks are lagging international peers but for investors seeking income there is still a wide pool of attractive opportunities.
Read time - 3 mins
31 August 2023
Investment Trusts
Investment trusts
A diversified investment opportunityÂ
A diversified investment opportunityÂ
Property returns are not all about capital values, fundamentally, property is about income and the ability to grow that revenue stream.
Read time - 3 mins
31 August 2023
Equity
Investment trusts
A penny for a song and more Â
A penny for a song and more Â
Interesting investment options continue to emerge driven by technological evolution and the more nuanced reality behind alarmist media headlines.
Read time - 3 mins
3 July 2023
Equity - Global
Investment trusts
An eye to the medium term and the value of active managementÂ
An eye to the medium term and the value of active managementÂ
Against the difficult backdrop of high inflation and rising interest rates, the portfolio manager discusses some new entrants and disposals from the portfolio.
Read time - 3 mins
3 July 2023
Investment Trusts
Investment trusts
Higher interest rates challenge investorsÂ
Higher interest rates challenge investorsÂ
With the peak of interest rates still in contention, investment trust discounts remain wide. Some surprise areas of the equity market are bucking the weaker sentiment, however.
Read time - 3 mins
1 June 2023
Investment Trusts
Investment trusts
Inspiration for the curious investment manager
Inspiration for the curious investment manager
Strong exits drove healthy returns in 2022. As the old (holdings) make way for the new, we share a couple of examples of new entrants into the portfolio so far in 2023.
Read time - 3 min
1 June 2023
Equity - Global
Investment trusts
Does diversification still make sense?
Does diversification still make sense?
US tech related stocks is creating a conundrum for managers with a remit to build diversified portfolios. But could AI be its saviour also?
Read time - 3 min
4 May 2023
Investment Trusts
Investment trusts
Boots on the ground belie the media’s daily drip of doom and gloom
Boots on the ground belie the media’s daily drip of doom and gloom
Since the fourth quarter of last year we have witnessed an improving picture in certain sectors of the commercial property market
Read time - 3 min
4 May 2023
Equity - UK
Investment trusts
Patience pays when it’s difficult to keep faith
Patience pays when it’s difficult to keep faith
The recent bouts of volatility have allowed us to acquire some great businesses with the sort of simple/streamlined operations that we like.
Read time - 3 min
We can trace our investment roots back to 1868, when F&C Investment Trust, the world’s oldest collective investment scheme launched, and have been adding to our offering ever since. We currently manage 10 Investment Trusts, providing a range of investment opportunities including access to equities, bonds, property and private equity. Each trust has different aims and objectives with the option of capital growth, income or a combination of both and with a specific regional focus or with a global remit.
Our range of trusts
Global and diversified
Videos
April 2023 - Sam Cosh interviewed by Asset TV on European Assets Trust
Feb 2023 - Marcus Phayre-Mudge interviewed by FundCalibre on TR Property Investment Trust
Jan 2023 – Peter Ewins Investor Meet Company update on The Global Smaller Companies Trust
Oct 2022 – Peter Ewins interviewed by FundCalibre on The Global Smaller Companies Trust
Sept 2022 – Sam Cosh & Lucy Morris Investor Meet Company update on European Assets Trust
Research reports
Balanced Commercial Property Trust
CT Global Managed Portfolio Trust
CT Private Equity Trust
CT Property Trust
CT UK Capital & Income Investment Trust
CT UK High Income Trust
European Assets Trust
F&C Investment Trust
The Global Smaller Companies Trust
TR Property Investment Trust
Our awards
8 November 2023
Investment Trusts
European equities
Size is no barrier to opportunityÂ
Size is no barrier to opportunityÂ
Small and medium-sized companies in Europe may not be the obvious destination for accessing big global investment themes but with a strong research capability, we think there is excellent long-term potential in select stocks.
Read time - 3 min
8 November 2023
Investment Trusts
Property, Real Estate
Looking beyond the end of ‘free money’
Looking beyond the end of ‘free money’
A widening pricing gap between prime and secondary assets, and between sectors (and their sub-segments) is emerging. Looking beyond the current malaise, what does the future hold?
Watch time - 3 min
26 September 2023
Investment Trusts
Multi Asset
In the endgame for the sale of the century      Â
In the endgame for the sale of the century      Â
After a year of fierce discounts, the market for investment trusts looks to be stabilising. Ahead of its eventual recovery, it’s time to grab some bargains.
Read time - 3 mins
26 September 2023
Investment Trusts
Investment trusts
Sentiment doesn’t dampen dividendsÂ
Sentiment doesn’t dampen dividendsÂ
UK stocks are lagging international peers but for investors seeking income there is still a wide pool of attractive opportunities.
Read time - 3 mins
31 August 2023
Investment Trusts
Investment trusts
A diversified investment opportunityÂ
A diversified investment opportunityÂ
Property returns are not all about capital values, fundamentally, property is about income and the ability to grow that revenue stream.
Read time - 3 mins
31 August 2023
Equity
Investment trusts
A penny for a song and more Â
A penny for a song and more Â
Interesting investment options continue to emerge driven by technological evolution and the more nuanced reality behind alarmist media headlines.
Read time - 3 mins
3 July 2023
Equity - Global
Investment trusts
An eye to the medium term and the value of active managementÂ
An eye to the medium term and the value of active managementÂ
Against the difficult backdrop of high inflation and rising interest rates, the portfolio manager discusses some new entrants and disposals from the portfolio.
Read time - 3 mins
3 July 2023
Investment Trusts
Investment trusts
Higher interest rates challenge investorsÂ
Higher interest rates challenge investorsÂ
With the peak of interest rates still in contention, investment trust discounts remain wide. Some surprise areas of the equity market are bucking the weaker sentiment, however.
Read time - 3 mins
1 June 2023
Investment Trusts
Investment trusts
Inspiration for the curious investment manager
Inspiration for the curious investment manager
Strong exits drove healthy returns in 2022. As the old (holdings) make way for the new, we share a couple of examples of new entrants into the portfolio so far in 2023.
Read time - 3 min
1 June 2023
Equity - Global
Investment trusts
Does diversification still make sense?
Does diversification still make sense?
US tech related stocks is creating a conundrum for managers with a remit to build diversified portfolios. But could AI be its saviour also?
Read time - 3 min
4 May 2023
Investment Trusts
Investment trusts
Boots on the ground belie the media’s daily drip of doom and gloom
Boots on the ground belie the media’s daily drip of doom and gloom
Since the fourth quarter of last year we have witnessed an improving picture in certain sectors of the commercial property market
Read time - 3 min
4 May 2023
Equity - UK
Investment trusts
Patience pays when it’s difficult to keep faith
Patience pays when it’s difficult to keep faith
The recent bouts of volatility have allowed us to acquire some great businesses with the sort of simple/streamlined operations that we like.
Read time - 3 min
