Investment Trusts and Investment Companies

Building BlocksUnderstanding Investment Trusts and Investment Companies

An investment trust or company is a public limited company whose sole business is to make money for its shareholders by investing in the shares of other companies.  Like OEICs, investment trusts pool your investments with other investors, to share costs and employ a dedicated manager who is an expert at managing money.  Investment trust shares are quoted, bought and sold on the stock exchange. The price of an investment trust share fluctuates according to supply and demand.

Key benefits of Investment Trusts and Investment Companies

  • Longer-term investment horizon

    - The closed-ended nature of investment trusts and companies means the manager can take a longer term view. Trust and Company managers therefore need not worry that investors will affect the level of assets under management, forcing them to sell some of their investments before they deliver the right return.
  • Increased exposure

    – the ability of investment trusts and companies to ‘gear’ (borrow) means they can invest more money to maximise investment strategy at the right time.
  • Finding value

    – investments trusts and companies are priced according to supply and demand which potentially allows the possibility of picking up a bargain, particularly when it is trading at a ‘discount’ (with the price of the shares below the value of the underlying assets).

The Henderson Managed Investment Trust and Investment Company range of Investments

Henderson is one of the UK's leading investment trust managers. We offer a total of 12 professionally managed investment trusts and companies, through our Itshenderson service. Our range offers investors a low-cost way to invest both in the UK and globally, whether you are looking for income, capital growth or a combination of the two.

Henderson Fund Name
Factsheet
Henderson Diversified Income Limited
Income
Fixed Income
Global
Factsheet
Henderson EuroTrust plc
Capital Growth
Equities
Europe
Factsheet
Henderson Far East Income Limited
Income
Equities
Asia-Pacific
Factsheet
Henderson Global Property Companies Limited
Total Return
Equities
Global
Factsheet
Henderson High Income Trust plc
Income
Equities
UK
Factsheet
Henderson Opportunities Trust plc
Capital Growth
Equities
UK
Factsheet
Henderson TR Pacific Investment Trust plc
Capital Growth
Equities
Asia-Pacific
Factsheet
Lowland Investment Company plc
Income and Growth
Equities
UK
Factsheet
The Bankers Investment Trust PLC
Income and Growth
Equities
Global
Factsheet
The City of London Investment Trust plc
Income and Growth
Equities
UK
Factsheet
The Henderson Smaller Companies Investment Trust plc
Capital Growth
Equities
UK
Factsheet
TR European Growth Trust PLC
Capital Growth
Equities
Europe
Factsheet

For more information regarding our range, please visit www.itshenderson.com