Books About Investment Trusts

Books about investment trusts are pretty thin on the ground, reflecting the low profile nature of the industry. However, I’ve collected a few that I have come across on this page.

If you purchase any of them through the Amazon links below then I may earn a small referral fee. In some cases, they appear to out of print and only second-hand copies are available.


Investment Trust Handbook 2020

The third edition of Jonathan Davis’s annual round-up of investment trusts is now available and the Kindle version is free. It has chapters on investment trust basics plus a more advanced analysis section, contributions from fund managers and other sector experts.

This series also has its own website at www.ithb.co.uk and there’s a useful introductory interview on YouTube.


Financial Times Guide To Investment Trusts

The FT’s guide is probably the best-known title on investment trusts. It’s written by John Baron, who runs his own subscription service offering investment trust portfolios and writes a monthly column for the Investors Chronicle.

The most recent version was published in 2013, so is a little dated now, but a new version is set to be published in July 2020 and can be pre-ordered by the keen.


Put Not Your Trust In Money

This book covers the birth of the investment trust industry in the 1860s and their subsequent development. It’s over 20 years old now and only second-hand copies seem to be available.

A taster chapter from John Newlands, the book’s author, is available in the 2018 Investment Trust Handbook.


Investing For Generations

Alliance Trust seems to have made headlines for all the wrong reasons in recent years, with the long-running saga over its online investment platform and management changes.

This was published in 2013, so I suspect it doesn’t cover any of those shenanigans, but Alliance certainly has a rich history.


The Split Capital Investment Trust Crisis

In the early 2000s, these niche investment trusts gave their shareholders a whole world of pain. They largely died out as a result.

It’s a reminder of the twin dangers of too much debt and too much complexity when it comes to investing. Not the industry’s finest hour!


F&C: A History Of Foreign & Colonial Investment Trust

The oldest investment trust, which dates back to 1858, recently ditched its full moniker in favour of just F&C.


100 Years Of Murray International

I came across this 44-page PDF on the Aberdeen website while researching an article. Essential (and free) reading if you hold this popular global equity income fund. This is the second edition published in 2018.


125 Years Of British Empire Trust

Now known as AVI Global, this is a free 58-page PDF that covers its history from 1889 to 2016.

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