Published by The McHattie Group / Available by Subscription

Published every month since November 1996, Investment Trust Newsletter provides unrivalled coverage of the sector for investors of all types. For anyone interested in the sector, whether for personal investment, for savings, or advising others, we feel the newsletter offers a great mix of information and advice.

We aim to pick the best trusts to maximise profits or income, or both. We also tell you when to sell, following trusts closely and reporting on them time and again, to keep you fully informed. We meet the managers of trusts face-to-face or through online meetings, attend numerous industry conferences, and talk to industry professionals, helping us to get the real story behind the performance figures.

In addition to our own research the newsletter also includes a précis of the best research from stockbrokers in the sector. We are proud to say that we get all of the relevant research from all leading brokers, including JPMorgan Cazenove, Winterflood, Stifel, Liberum Capital, Numis Securities, Panmure Gordon, N+1 Singer, finncap, Shore Capital, and Investec. This is not information usually available to private investors.


3i Infrastructure, Aberdeen Smaller Companies Income, Aberforth Smaller Companies, Acorn Income Fund, Alliance Trust, Allianz Technology Trust, Apax Global Alpha, Artemis Alpha Trust, Atlantis Japan Growth Fund, AVI Japan Opportunity, Baillie Gifford Japan, Baillie Gifford Shin Nippon, Baillie Gifford UK Growth, BH Macro, BlackRock Latin American, BlackRock North American Income, BlackRock World Mining Trust, Bluefield Solar Income, BMO Commercial Property, British Empire, Canadian General Investments, Carador Income, Civitas Social Housing, Downing Strategic, Dunedin Enterprise, Edinburgh Dragon, Edinburgh Worldwide, EF Realisation Company, Empiric Student Property, Establishment Investment Trust, Fidelity Asian Values, Fidelity China Special Situations, Fidelity European Values, Fidelity Special Values, Finsbury Growth & Income, F&C Investment Trust, GCP Infrastructure, GCP Student Living, Greencoat UK Wind, Gresham House Energy Storage Fund, Gresham House Strategic, Hansa Trust, Henderson Alternative Strategies Trust, Henderson Eurotrust, Henderson Far East Income, Henderson International Income, Henderson Smaller Companies, HgCapital Trust, HICL Infrastructure, Hipgnosis Songs Fund, ICG Enterprise Trust, Impax Environmental Markets, Independent Investment Trust, Infrastructure India, International Biotechnology, John Laing Infrastructure, JPMorgan American, JPMorgan Chinese, Lindsell Train, Miton Global Opportunities, Majedie Investments, Merian Chrysalis, Monks, Murray International, Odyssean Investment Trust, Pacific Assets, Pantheon International Participations, Perpetual Income & Growth, Personal Assets Trust, Picton Property Income, Polar Capital Technology, Primary Healthcare Properties, RIT Capital Partners, River & Mercantile UK Micro, Riverstone Energy, Schroder Japan Growth, Scottish Mortgage, Smithson Investment Trust, Stenprop, Syncona, Target Healthcare REIT, Templeton Emerging Markets, Tetragon Financial Group, TR European Growth, TR Property, Triple Point Social Housing, Tritax BigBox, Utilico Emerging Markets, Vietnam Enterprise, Witan Investment Trust, Worldwide Healthcare Trust.

Investment Trust Newsletter provides unique insight from our manager meetings and the stockbrokers’ research we receive.


The McHattie Group, St Brandon’s House, 

29 Great George Street, Bristol, BS1 5QT.  Tel: 0117 407 0225.  

email: enquiries@mchattie.co.uk

Warning: you should not buy shares or other securities with money you cannot afford to lose. This web site is intended for UK investors. You run an extra risk of losing money when you buy shares in certain smaller companies including ‘penny shares’. There is a big difference between the buying price and the selling price of these shares. If you have to sell them immediately, you may get back much less than you paid for them. The price may change quickly, it may go down as well as up, and you may not get back the full amount invested. It may be difficult to sell or realise the investment. Because of the volatile nature of the investment, a fall in its value could result in your recovering nothing at all. Changes in rates of exchange may have an adverse effect on the value or price of the investment in sterling terms. As with other investments, transactions in warrants, shares, and investment trusts may also have tax consequences and on these you should consult your tax adviser. We have taken all reasonable care to ensure that all statements of fact and opinion contained on this site are fair and accurate in all material respects. Investors should seek appropriate professional advice if any points are unclear. This site is intended to give general advice only, and the investments mentioned are not necessarily suitable for any individual. It is possible that officers of the McHattie Group may have a beneficial holding in any of the securities mentioned. Published by The McHattie Group, St Brandon's House, 29 Great George Street, Bristol, BS1 5QT. Tel: 0117 407 0225. E-mail: enquiries@mchattie.co.uk. All rights reserved. No part of this site may be reproduced, stored in a retrieval system, or transmitted in any form by any means, electronic, mechanical, photographic, or otherwise without the prior permission of the copyright holder. The McHattie Group offers restricted advice on certain investments only. Authorised and regulated by the Financial Conduct Authority.

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Securitised Derivatives: these instruments may give you a time-limited right to acquire or sell one or more types of instrument which is normally exercisable against someone other than the issuer of that investment. Or they may give you rights under a contract for differences which allow for speculation on fluctuations in the value of the property of any description or an index, such as the FTSE 100 Index. In both cases, the investment or property may be referred to as the “underlying instrument.” These instruments often involve a high degree of gearing or leverage, so that a relatively small movement in the price of the underlying investment results in a much larger movement, favourable or unfavourable, in the price of the instrument. The price of these instruments can therefore be volatile. These instruments have a limited life, and may (unless there is some form of guaranteed return to the amount you are investing in the product) expire worthless if the underlying instrument does not perform as expected. You should only buy this product if you are prepared to sustain a total loss of the money you have invested plus any commission or other transaction charges.You should consider carefully whether or not this product is suitable for you in light of your circumstances and financial position, and if in any doubt please seek professional advice.

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