The Investment Trust Handbook 2019

The Investment Trusts Handbook 2019 is a must-have compendium which provides investors of all kinds with a wide range of insights into how to invest in investment trusts – often referred to as the City’s best-kept secret.

With 25 articles by more than a dozen different authors, including analysts, fund managers and investment writers, and edited by independent financial author and expert Jonathan Davis, the handbook is an indispensable companion for anyone looking to invest in the investment trusts arena. Contributors include Peter Spiller, John Baron, Robin Angus, Alex Wright, Charles Cade, Max King and many more.

The Investment Trusts Handbook 2019 is an editorially independent educational publication, available through bookshops and online. The publication is supported by: Aberdeen Standard, Artemis, Fidelity International and Jupiter Asset Management. We share an interest in spreading awareness of investment trusts as an option for self-directed investors and financial advisers. Academic research conducted by Cass Business School in London, completed this year, has demonstrated that investment trusts on average produce superior performance when compared with other types of fund and market indices.


Charles Cade, Peter Spiller, John Baron, Robin Angus, Max King, Alex Denny, James Burns, James Anderson & more!


Editor’s Notes

Investment Trust Basics by Jonathan Davis
Taking the Plunge by Max King
Trusts and the Private Investor by Mark Dampier
Principles and Portfolio Picks by John Baron
Investing in Alternatives by Max King
Using Trusts to Diversify by Alex Denny
Good Directors are Essential – Q&A with George Kershaw
How to Rate a Trust by Tony Yousefian
An In-Depth Look at VCTs by Geoffrey Challinor

The Health of the Industry – Q&A with Charles Cade
Using Trusts for Income – Q&A with Richard Curling
Perspectives of a Wealth Manager – Q&A with James Burns
The Case For Active Management by Sandy Cross
Advantages of Concentration by William Sobczak
Keep an Eye Out for Anomalies by Nick Greenwood
Dividing Responsibilities by Robin Angus
Behind the Growth of VCTs by Alex Davies
Hunting for Extreme Returns by James Anderson
The Next Generation – Q&A with Alex Denny and Claire Dwyer

The UK’s Longest Serving Manager – Peter Spiller in Profile
The Young Gun – Kartik Kumar in Profile
Rich Pickings on Offer in Japan by Nicholas Price
Scotland’s Trust Pioneer by John Newlands

– Understanding Trusts
– Performance Analysis
– Income Investing
– Gearing
– Discount Controls
– IPOs and Share Issuance
– The ‘Mystery’ of Discounts
– Skin in the Game
– Management Fees and Costs
Alternative Assets Trusts in Depth by Emma Bird, Kieran Drake & Innes Urquhart




eBook: FREE | Hardback – RRP: £24.99

“The book offers a unique insight into the industry and provides investors with a wealth of interesting views and ideas.”

Annabel Brodie-Smith, Communications Director, Association of Investment Companies

“This book is essential reading if you are serious about long term investing and want to use investment trusts to gain exposure to different parts of the market.

Shares Magazine

© 2018 - Harriman House | The Investment Trusts Handbook and Investment Trust Hub website are published by Harriman House. They are independent educational products supported by a number of fund management firms, none of which is responsible for the editorial content provided by any other contributor. | Please note that Harriman House Ltd is not authorised or regulated by the Financial Conduct Authority and as such is not permitted to offer financial or investment advice to UK resident investors, whether or not the intended investments are regulated or unregulated. Nothing appearing on the Investment Trusts Hub website or in any of the content offered as part of the Investment Trusts Hub service should be construed as financial advice. We strongly encourage you to consult an FCA-authorised Independent Financial Adviser before committing to any form of investment. This is not an offer to participate in a collective investment scheme as defined in section 235 of the Financial Services and Markets Act (2000) and therefore investors will not have access to the Financial Services Compensation Scheme or the Financial Ombudsman Service.