Independently minded publishing

The Investment Trusts Handbook 2023

Investing essentials, expert insights and powerful trends and data

By Jonathan Davis

Hardback £29.99
eBook £0.00
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The Investment Trusts Handbook 2023

Investing essentials, expert insights and powerful trends and data

By Jonathan Davis

Jacket text

The Investment Trusts Handbook 2023 is the latest edition of the highly regarded 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. It is expertly edited by well-known author and professional investor Jonathan Davis, founder and editor of the Money Makers newsletter and podcast.

The Investment Trusts Handbook 2023 is an editorially independent educational publication, available through bookshops and extensively online. Described in the media as “truly the definitive guide to the sector”, more than 40,000 copies of the Handbook have been sold or downloaded since launch.

With fascinating articles by more than 20 different authors, including analysts, fund managers and investment writers, plus more than 80 pages of detailed data and analysis, the latest edition of the handbook is an indispensable companion for anyone looking to invest in the investment trust sector.

Contributors this year include: John Baron, Alan Brierley, Annabel Brodie-Smith, James Carthew, Richard Curling, Alex Davies, Nick Greenwood, Peter Hewitt, Matt Hose, Max King, Ewan Lovett-Turner, Colette Ord, Peter Spiller, Stuart Watson and many more.

Topics in this year’s edition include: inflation and war, diversification, alternatives, VCTs, fundraising news, discount movements, investing for women, and the editor’s notes and model portfolios.

The Investment Trusts Handbook 2023 is supported by a number of organisations including abrdn, Allianz Global Investors, Alliance Trust, Baillie Gifford, BlackRock, Fidelity International and Schroders. They share an interest in spreading awareness of investment trusts as a productive 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


“A clear and comprehensive guide to a sector every intelligent investor needs to know about.”

Martin Vander Weyer, Business Editor, The Spectator

“The Handbook has become the Wisden of the Investment Trust world – trusted and illuminating. Jonathan Davis brings his considerable experience and knowledge to bear as he guides investors through the myriad developments across the sector. An indispensable guide for anyone interested in prospering from investment trusts. I cannot recommend it highly enough.”

Simon Elliott, Managing Director, JP Morgan Asset Management

Media coverage

From interactive investor:

Jonathan Davis, one of the UK’s leading investment writers and author of The Investment Trusts Handbook, joins Kyle this week to talk discount opportunities, wealth preservation strategies and Scottish Mortgage Ord SMT 0.22%. Plus they look at how the investment trust industry could change over the next decade.

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From Master Investor Podcast:

Master Investor’s Sarah Lowther and Jonathan Davis tackle the stories and themes that defined the investment landscape of 2022 – a year that saw the return of double digit inflation and a war on the continent of Europe. The pair talk about the returns being made by investment trusts, the new wave of consolidation in… Read more »

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From Asset TV:

With the 2023 edition of The Investment Trust Handbook about to be released, Jonathan Davis, Editor, The Investment Trust Handbook, discusses the difficult year for financial markets and investment trust performance.

Read More…

Published: 13/12/2022
Pages: 290
Formats: hardback - ISBN 9781804090367
ebook - ISBN 9781804090374
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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