Investment Trust Newsletter

Investment Trust Newsletter

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 wherever possible, 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, Cantor Fitzgerald, Numis Securities, Panmure Gordon, and Canaccord Genuity. This is not information usually available to private investors.

You can have a look at a recent sample copy of the newsletter by clicking the box below, and we also have an index that you may find interesting. You can see how many trusts we have covered, and whether we have written about any of your favourites - just click on the index box underneath. We also have a Facebook page for the newsletter.

A subscription to the newsletter is just £120 per year - and if you pay by standing order you can subscribe for as long as you like without us EVER increasing the price. To subscribe, please click below.

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Investment Trust Newsletter

If you would like to see a sample issue before joining, please click on the picture on the left for a FREE PDF of a recent issue of the newsletter.

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Now for the important part - how to start receiving the newsletter every month - delivered right to your letter box or your in-box. Just click on the picture on the left for full details of our subscription service.

Please note that if you pay by standing order, we will honour this price for as long as you are a subscriber. This is our loyalty bonus. We still have clients from 15 years' ago paying the same low price as they did when they joined.

Investment Trust Newsletter Index Our Extensive Coverage Our free service
Investment Trust Newsletter Index

Click the picture on the left to see just how many trusts we cover in the newsletter, and how often.

It's a very, very long list.

Sometimes we have extra information that we are unable to fit into the newsletter, or which seems especially useful if distributed immediately. We have a free email list - - that you can join and sign up for these free alerts - just click on the picture on the left.

This service is irregular and is not intended as a replacement for the newsletter, which is far more comprehensive. Nevertheless, we hope you may find it useful.

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  Links to Calculators
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Warning: you should not buy shares or warrants with money you cannot afford to lose. This web site is intended for UK investors. Options and other derivatives, warrants, and margined transactions. This warning notice draws your attention to some of the high risks associated with warrants. The risks attaching to instruments and transactions of this kind are usually different from, and can be much greater than, those attached to securities such as shares, loan stock and bonds, such transactions often having the characteristics of speculation as opposed to investment. Warrants may involve a high degree of 'gearing' or 'leverage'. This means that a small movement in the price of the underlying asset may have a disproportionately dramatic effect on your investment. A relatively small adverse movement in the price of the underlying asset can result in the loss of the whole of your original investment. Moreover, because of the limited life of warrants, they may expire worthless. A warrant is a right to subscribe for shares, debentures, loan stock or government securities, usually exercisable against the original issuer of the securities. Because of the high degree of gearing which they may involve, the prices of warrants can be volatile. Accordingly, you should not buy warrants with money you cannot afford to lose. 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: 01179 200 070. Fax: 01179 200 071. E-mail: 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.

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.