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The Investment Trusts Handbook 2024

Investing essentials, expert insights and powerful trends and data

By Jonathan Davis

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The Investment Trusts Handbook 2024

Investing essentials, expert insights and powerful trends and data

By Jonathan Davis

Jacket text

The Investment Trusts Handbook 2024 is the seventh 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 2024 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 45,000 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, including performance figures, trust comings and goings and fund manager histories, 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, James Carthew, Richard Curling, Alex Davies, Simon Edelsten, Simon Elliott, Nick Greenwood, Peter Hewitt, Matt Hose, Max King, Ewan Lovett-Turner, Colette Ord, Peter Spiller, Richard Stone, Stuart Watson and many more.

Topics in this year’s 280-page edition include: the impact of rising interest rates, tackling discounts, industry consolidation, the hunt for bargains, the role of boards, alternatives, VCTs, fundraising news, and the editor’s notes and model portfolios.

The Investment Trusts Handbook 2024 is supported by a number of organisations including abrdn, Asset Value Investors, Baillie Gifford, Columbia Threadneedle Investments, Fidelity International, Invesco, Ocean Dial Asset Management Ltd, Pantheon, Polar Capital, and Schroders.

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
Published: 12/12/2023
Pages: 344
Formats: hardback - ISBN 9781804090718
ebook - ISBN 9781804090725
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