Analysts
Most recent initiations
| The Diverse Income Trust | European Assets Trust |
| Henderson International Income Trust | Carador Income Fund |
| Henderson Global Trust | Henderson Fledgling Trust |
Recent QuickViews
HarbourVest Senior Loans Europe
New issuance
Investment Companies | published 15/04/2011
Finsbury Growth & Income Trust
Solid performance
Investment Trusts | published 12/04/2011
Finsbury Growth & Income Trust
Strong performance
Investment Trusts | published 10/12/2010
International Biotechnology Trust
Recovery potential
Investment Trusts | published 03/11/2010
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Investment Companies & Trusts sector team
Latest research
Scottish Oriental Smaller Companies Trust
Strength from longevity
Review | Investment Companies | 01/02/2012Scottish Oriental Smaller Companies Trust (SST) has outperformed both its peers and benchmark, more than doubling in the last five years. Its strength…
New City Energy Limited
Energy that works
Review | Investment Trusts | 25/01/2012New City Energy (NCE) is a fund that invests globally in energy-related equities and fixed interest securities. It focuses on small- and mid-cap companies…
Carador Income Fund
December fund report
Flash note | Investment Companies | 23/01/2012Carador Income Fund (CIFU) has published its monthly report for December. The NAV total return for the month was 0.71% on the US dollar shares and 0.49%…
Greenwich Loan Income Fund
More cash, more dividend
Outlook | Investment Companies | 20/01/2012Greenwich Loan Income Fund (GLIF) is a closed-ended investment vehicle in the US mid-corporate senior secured debt market. In the past year it has been…
The Diverse Income Trust
Multi-cap income
Review | Investment Companies | 17/01/2012The Diverse Income Trust (DIVI) was launched in April 2011. It targets stocks with a good and growing income since its manager, Gervais Williams (formerly…
Research methodology
Edison’s investment company research process begins with a thorough investigation into the background of a company or trust. Our analysts will then meet with the fund manager to gain an understanding of their investment process and investment strategy as well as the managers’ outlook for the sector and that for the trust. The insight gained assists the modelling process, which includes, but is not limited to, a detailed analysis of the asset allocation, major holdings, performance, capital structure, dividend policy and record, discount performance, and valuation as well as a comparison against its peers. The analysts’ findings are summarised in a written report designed specifically for investment companies or trusts.
Sector commentary
Sector reports
Sectors covered
Investment Companies Show companies
- Altamir Amboise
- Amphion Innovations
- Carador Income Fund
- Conversus Capital
- Deutsche Beteiligungs AG
- DouglasBay Capital
- European Assets Trust
- F&C US Smaller Companies
- Gartmore Irish Growth Fund
- Geiger Counter Limited
- Golden Prospect Precious Metals
- Greenwich Loan Income Fund
- HarbourVest Global Private Equity Limited
- HarbourVest Senior Loans Europe
- HBM BioVentures
- Henderson Group
- HSBC Infrastructure Company
- Is Private Equity
- J.P. Morgan Private Equity
- JPMorgan Brazil Investment Trust
- JZ Capital Partners Limited
- LMS Capital
- Martin Currie Global Portfolio Trust
- Miton Worldwide Growth Investment Trust
- Polar Capital Global Healthcare Growth and Income Trust
- RENN Universal Growth Investment Trust
- Scottish Oriental Smaller Companies Trust
- Sigma Capital Group
- The Diverse Income Trust
Investment Trusts Show companies
- Aberdeen New Thai Investment Trust
- Acencia Debt Strategies Limited
- British Portfolio Trust
- City Natural Resources High Yield Trust
- Dexion Commodities Limited
- Finsbury Growth & Income Trust
- Gartmore Growth Opportunities
- Henderson Fledgling Trust
- Henderson Global Trust
- Henderson International Income Trust
- International Biotechnology Trust
- Invesco Income Growth Trust
- New City Energy Limited
- The Biotech Growth Trust
- The Merchants Trust
- Vision Opportunity China Fund
- Worldwide Healthcare Trust
