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, AEW UK REIT, Alliance Trust, Allianz Technology Trust, Apax Global Alpha, 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, Brown Advisory US Smaller Companies, Canadian General Investments, Chrysalis Investments, Civitas Social Housing, Downing Strategic, Dunedin Enterprise, Edinburgh Worldwide, Fidelity Asian Values, Fidelity China Special Situations, Fidelity European Values, Fidelity Special Values, Finsbury Growth & Income, GCP Infrastructure, Greencoat UK Wind, Gresham House Energy Storage Fund, Gresham House Strategic, Hansa Trust, Henderson Eurotrust, Henderson Far East Income, Henderson International Income, Henderson Smaller Companies, HgCapital Trust, HICL Infrastructure, Hipgnosis Songs Fund, ICG Enterprise Trust, Independent Investment Trust, International Biotechnology, JPMorgan American, Lindsell Train, Miton Global Opportunities, Monks, Murray International, Odyssean Investment Trust, Pacific Assets, Pantheon International, Personal Assets Trust, Picton Property Income, Polar Capital Technology, RIT Capital Partners, River & Mercantile UK Micro, Riverstone Energy, Schroder Japan Growth, Scottish Mortgage, Smithson Investment Trust, Syncona, Target Healthcare REIT, Templeton Emerging Markets, Tetragon Financial Group, TR Property, Tritax BigBox, Urban Logistics REIT, 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, ©2022.  The McHattie Group is a media firm and offers restricted advice on certain investments only. Authorised and regulated by the Financial Conduct Authority.

Data and privacy policy: for subscribers and all enquiries, we will retain your data for the purpose of sending you our products, or details of our products, and we will retain those details indefinitely in order to offer you renewals, offers from our business, and any other products we think may be of interest to you. We will not sell or otherwise distribute your data to third parties. We take all reasonable precautions to ensure the security of personal data stored on our system, which is only accessible to staff of The McHattie Group. You should contact us if you wish your details to be removed from our database.

This website makes use of cookies. Please see our privacy policy for details.