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The Investment Trusts Handbook 2019

Investing essentials, expert insights and powerful trends and data

By Jonathan Davis
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About the Author

Jonathan Davis

Jonathan Davis is one of the UK’s leading authors and commentators on stock market investment. He is the author of three books: Money Makers, Investing With Anthony Bolton and Templeton’s Way with Money and editor/co-publisher with Harriman House of several others. A former columnist on the Independent and the Financial Times, he is a regular contributor to The Spectator and Money Week and ... Read more on Jonathan Davis

Contents Listing

Acknowledgements
Introduction
Editor's Notes

TRUST BASICS
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

PROFESSIONAL PERSPECTIVES
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

PROFILES
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

ANALYSING INVESTMENT TRUSTS by Jonathan Davis
- 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

PARTNERS

DIRECTORY
Acknowledgements
Introduction
Editor's Notes

TRUST BASICS
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 You ...

Jacket Text

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.

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

www.ithb.co.uk

Professional Reviews

For more detailed practical investing advice, Jonathan Davis has just produced his latest edition of the Investment Trusts Handbook. It sounds dull — it is anything but. And if one feature of our coming bear market is that we will encounter opportunities to pick up good trusts at wide discounts to their net asset value, you might as well get ahead of the knowledge game now. Merryn Somerset Webb, Editor-in-chief, MoneyWeek

Working with Jonathan Davis and the team at Harriman House to produce the Investment Trusts Handbook 2019 has been an excellent experience and we are delighted with the end result. Our clients have commented on how useful they have found the book and indeed what a pleasure it is to read. Claire Dwyer, Associate Director Investment Trusts, Fidelity International

This Handbook is weighty but nonetheless an approachable compendium. It includes opinions and insights from experienced investors, veteran analysts and shrewd commentators, ably hosted by Jonathan Davis as village guide and companion. As such, I think the book fills a calm and valuable gap between data and dense analytics on the one hand -- and the daily babble of market noise on the other. Piers Currie Special Adviser, Aberdeen Standard Investments

For those interested in investment companies, the 2019 edition of The Investment Trusts Handbook is now out. It includes views on the future of the industry from a wide range of industry experts – everyone from our longest serving fund manager, Peter Spiller of Capital Gearing to Alex Denny, marine biology enthusiast and head of investment trusts at Fidelity. 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

Investment trusts are steadily gaining profile and traction among private investors, so it’s very good to see the latest edition of Jonathan Davis’s wide-ranging and insightful guide to the world of closed-ended funds. It includes lots of valuable practical stuff, but it’s also a great way to get inside the minds of some of the key professionals running them, including both the old guard and the next generation of management talent. Faith Glasgow, Editor, Money Observer


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Media Coverage

Financial Times

For more detailed practical investing advice, Jonathan Davis has just produced his latest edition of the Investment Trusts Handbook. It sounds dull — it is anything but. And if one feature of our ...

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Informed Choice Radio

Jonathan’s latest book is The Investment Trusts Handbook 2019, described as a must-have compendium which provides investors of all kinds with a wide range of insights into how to invest in ...

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Shares Magazine

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.

It is very easy to read with ...

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IT Investor

The second edition of Jonathan Davis’s annual round-up of investment trusts is now available. It has chapters on investment trust basics plus a more advanced analysis section, plus contributions ...

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What Investment

The Investment Trusts Handbook is what you would call an annual in old money, but given it is a book about investment trusts there is a lot more in there than in a traditional annual. This is an ...

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