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Investment Trusts

JPMorgan Chinese upgraded to Bronze
INVESTMENT TRUST RESEARCH UPDATE: Morningstar analysts have upgraded this trust to Bronze
3 Investment Trusts that Boost Returns with Gearing
ASK THE EXPERT: These three closed-end fund managers have mastered using gearing to help boost returns and smooth volatility over time for their investors
How Investment Trusts Use Gearing
Investment trust fund managers have a unique set of tools unavailable to passive funds to help boost returns to investors such as gearing, or using borrowed cash to hike holdings
Investment Trusts Education Centre
Relative Discounts & Premiums
Our Investment Trusts Centre offers straightforward and informative step-by-step tips to help you understand investment trusts and other closed-end funds, decide if they're right for you, and put them to good use in your portfolio.
Get the latest news and stay on top of the market with Morningstar's Investment Trust Newsletter.