Independently minded publishing

The Investment Trusts Handbook 2021

Investing essentials, expert insights and powerful trends and data

By Jonathan Davis

Hardback £29.99 / $29.99
eBook £0.00
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The Investment Trusts Handbook 2021

Investing essentials, expert insights and powerful trends and data

By Jonathan Davis

Jacket text

The Investment Trusts Handbook 2021 is the latest edition of the popular annual handbook for anyone interested in investment trusts – often referred to as the City’s best-kept secret, or the connoisseur’s choice among investment funds.

With fascinating articles by more than a dozen different authors, including analysts, fund managers and investment writers, plus pages of data and analysis, the handbook is an indispensable companion for anyone looking to invest in the investment trust sector. Contributors include John Baron, Robin Angus, Max King, Sandy Cross, Peter Spiller, Simon Elliott, James Carthew and many more. It is expertly edited by well-known author and professional investor Jonathan Davis.

The Investment Trusts Handbook 2021 is an editorially independent educational publication, available through bookshops and extensively online. Distribution is supported by Aberdeen Standard, Allianz Global, Axiom Alternative Investments, Baillie Gifford, Bellevue Asset Management, Fidelity International, JP Morgan and Polar Capital. We share an interest in spreading awareness of investment trusts as an option for self-directed investors and financial advisers.

About the author

Jonathan Davis is one of the UK’s leading writers on investment. A professionally qualified investor, he is the author of three books about investment, has written regular columns for the Financial Times and The Spectator, podcasts for the Money Makers website and is an adviser to investment companies. His website is

Media coverage

From Proactive Investors:

The Editor and Author of ‘The Investment Trusts Handbook 2021: Investing essentials, expert insights and powerful trends and data’ Jonathan Davis talks to Proactive London. Davis discusses the main themes for the year ahead, firstly with how well the world economy and global markets respond to the Coronavirus, with how well vaccines can be delivered… Read more »

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From Interactive Investor:

The pair are joined by Jonathan Davis, editor of the annual Investment Trust Handbook, who discusses highlights of this year’s book, including insights from Aberdeen Standard Life’s Harry Nimmo, Monks’ (LSE:MNKS) Charles Plowden and Allianz Technology Trust’s (LSE:ATT) Walter Price. Davis also explains why he thinks trusts are the connoisseur’s choice when choosing an investment,… Read more »

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From asset TV:

The editor of the 2021 Investment Trust Handbook joins us to discuss the impact of the lockdown and pandemic on the closed end funds space, the hunt for income, the outlook for value investors and the rise and rise of Baillie Gifford.

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From MoneyWeek:

This year has proved to be an excellent one for investment trusts. Despite the trauma of the pandemic, they have emerged from a torrid time with their reputation as the connoisseur’s choice when it comes to investment funds largely vindicated.

Read More…


Investment Trust Basics
Useful Sources of Information
Editor's Notes

Month by Month in 2020
A Breakthrough Year for Investment Trusts by Max King
Alternatives Weather the Storm by Max King
VCTs are on a Roll by Alex Davies
The Triumph of Growth by James Carthew
Income from Where? by Sandy Cross
Pandemic Performance by Jonathan Davis

Where and What Next? Q&A with Simon Elliott
Zooming with the Odd Couple - Q&A with Hamish Buchan and Robin Angus
Secrets of a Tech Investor - Q&A with Walter Price
Discipline is the Key by John Baron
Leader of the Pack - Q&A with Charles Plowden
Meet the Matrix Man - Q&A with Harry Nimmo
More Income, Please - Q&A with Simon Crinage
Grow Those Dividends - Q&A with Sam Morse
Investor Forum
The Case for Healthcare - Q&A with Paul Major
Will Financials Revive? - Q&A with Nick Brind and George Barrow
Inside the Bank Vortex - Q&A with David Benamou
Can Nice Guys Finish First? by David Johnson
Behind the Numbers by Tim Cockerill

by Jonathan Davis


Published: 24/11/2020
Edition: 4th
Pages: 280
Formats: hardback - ISBN 9780857198945
ebook - ISBN 9780857198952
Media enquiries

If you’d like to get in touch with the author for interview or comment, or you’d like a review copy of this book, please contact us at or call +44 (0)1730 233870.


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