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Key attributes

  • One of the oldest and largest investment trusts in the UK, with assets of more than £1.5 billion.
  • Extensively diversified portfolio of around 130 medium and smaller UK companies.
  • Managed by J.P. Morgan's highly-respected European Equity Group using its distinctive 'style' process.
  • Long term record of quarterly dividend payments to shareholders.

Key risks

Fund Managers


Fund Manager - Martin Hudson
Martin Hudson

Fund Manager - Guy Anderson
Guy Anderson

Fund Manager - Anthony Lynch
Anthony Lynch

Trust update [1:08]

Other Investment Trusts

Our range of Investment Trusts offer investors choice and flexibility, backed by the experience and resources of the UK's leading investment trust manager.*

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*Source: AIC as at 30 November 2014 in terms of AUM and number of investment companies