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3I Bioscience, 212 3I European Technology Trust, 205, 212 3I Group, 13, 14, 32, 45, 46, 70, 120, 121, 128, 162, 202, 204, 219, 2

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3I Bioscience, 212 3I European Technology Trust, 205, 212 3I Group, 13, 14, 32, 45, 46, 70, 120, 121, 128, 162, 202, 204, 219, 2 INVESTMENT TRUSTS – A COMPLETE GUIDE Index Aberforth Split Level Income, 42, 97 3 Aberforth Split Level Trust, 202, 209 Absolute Return Trust, 217 3i Bioscience, 212 Abtrust Scotland, 199, 205 3i European Technology Trust, 205, 212 AcenciA Debt Strategies, 213 3i Group, 13, 14, 32, 45, 46, 70, 120, 121, 128, Ackman, Bill, 35 162, 202, 204, 219, 231 Acorn Income Fund, 204, 210, 214, 232 3i Infrastructure, 117, 149, 150, 171, 194, 215, Active Capital Trust, 211 219, 224, 235, 243 Adams, Andy, 41, 196, 207 3i Smaller Quoted Companies Trust, 212 Adamson, Donald, 164 3PC Investment Trust, 207, 210 Advance Developing Markets, 201, 205, 219, 220, 226, 232 A Advance UK, 200, 201, 202, 221 Aberdeen All Asia Investment Trust, 227 AEW Long Lease REIT, 97 Aberdeen Asian Income Fund, 87, 213 AEW UK REIT, 138, 194 Aberdeen Asian Smaller Companies, 225, 230 AIC, 13, 14, 16, 17, 23, 24, 52, 53, 70, 72, 73, Aberdeen Convertible Income, 212 76, 81, 84, 86, 87, 89, 114, 115, 116, 117, Aberdeen Emerging Economies, 208 118, 119, 121, 131, 132, 133, 136, 145, 153, Aberdeen Emerging Markets Company, 91, 155, 156, 191, 192, 194, 214, 215, 216, 217, 240 218, 220, 223, 224, 225, 227, 230, 233, 238, Aberdeen Emerging Markets Smaller 241 Companies Trust, 223 AIM Trust, 204, 207, 209, 210 Aberdeen European, 201, 202 AJ Bell, 76, 144 Aberdeen High Income, 209 Albany Investment Trust, 107, 225 Aberdeen Japan Investment Trust, 57, 177, Alliance Trust, 16, 17, 35, 45, 46, 58, 86, 129, 178, 227, 229, 231 133, 146, 155, 176, 202, 212, 214, 215, 218, Aberdeen Latin American, 210 220, 222, 224, 227, 228, 229, 232, 234, 236 Aberdeen Latin American Income Fund, 172, Allianz Dresdner Income Growth, 214 221, 227 Allianz Technology Trust, 117, 195, 231, 243 Aberdeen New Dawn, 219 Alternative Income REIT, 139 Aberdeen New India, 20 Altus Resource Capital, 227 Aberdeen New Thai, 224, 230 Alvarium Securities, 137 Aberdeen Private Equity Fund, 109, 225, 226, Amber Infrastructure Group,, 123 234, 236, 237 American Monthly Income Trust, 206 Aberdeen Smaller Companies Income, 181, Amerindo Internet Fund, 47, 101, 205, 207, 243 209, 210, 211, 213, 234, 240 Aberdeen Standard Asia Focus, 41 Anderson, James, 46 Aberdeen Standard Equity Income, 87 Angus, Robin, 207 Aberdeen Standard European Logistics Apax Global Alpha, 125, 234 Income, 97 Aquila European Renewables Income, 96 Aberdeen Standard Investment Trusts Share Archimedes Investment Trust, 201 Plan, 158 Artemis Alpha Trust, 87, 138, 222 Aberdeen Standard Investments, 121 Ashford-Russell, Brian, 199, 214, 235 Aberforth Smaller Companies, 211 Ashoka India Equity, 97, 186 246 INDEX Asian Technology Trust, The, 205 BBGI Global Infrastructure, 52, 69, 195 Athelney Trust, 87 Beacon Investment Trust, 204 Atherton, Mark, 193 Beard, Jackie, 195 Atlantis Japan Growth Fund, 78, 138, 211, Beckett, Ollie, 223 213, 234 Bell, Andrew, 221 Augmentum Fintech, 97, 138 Bellevue Asset Management, 123 August Equity Trust, 215 Bessembinder, Hendrik, 122 Aurora Investment Trust, 77 Beta Global Emerging Markets, 207 Aurora Russia, 214 Better Capital, 231 AVI Global Trust, 68, 118, 138, 184, 241 BFS Managed Properties, 208 AVI Japan Opportunity Trust, 53, 57, 78, 97, BFS US Special Opportunities Trust, 207 192, 239 BGI Endowment Fund III, 202 Avigdori, Adam, 224 BH Global, 34, 243 Aviva, 107, 234 BH Macro, 34, 195, 215, 216, 224, 234, 243 AXA Property Trust, 212, 226 Bilfinger Berger Global Infrastructure, 224 Axiom European Financial Debt, 132 BioPharma Credit, 97, 195 Biotech Growth Trust, 61, 62, 63, 219, 224, B 225, 226, 227, 230, 242, 244 Birch, Graham, 220 Babcock & Brown Public Partnerships, 215, Birkett Long, 153 217 Black, Holly, 193 BACIT, 227 BlackRock Emerging Europe, 127, 239 Baillie Gifford, 121 BlackRock Frontiers Investment Trust, 50, Baillie Gifford China Growth, 111, 122, 162, 127, 147, 222 176, 244 BlackRock Greater Europe, 87, 195, 234 Baillie Gifford European Growth, 77, 122, 243 BlackRock Income & Growth, 224, 226 Baillie Gifford Japan, 22, 213, 217, 222, 227, BlackRock Latin American, 91, 126 228, 231, 237 BlackRock New Energy, 228 Baillie Gifford Shin Nippon, 78, 81, 222, 223, BlackRock North American Income, 66, 225, 244 226 Baillie Gifford UK Growth, 77, 122, 194, 238 BlackRock Smaller Companies Trust, 68, 77, Baillie Gifford US Growth, 97, 122, 131, 238 87, 110, 127, 232, 235, 241 Bajaj, Nitin, 66, 184 BlackRock Throgmorton, 67, 87, 110, 127, Baker Steel Resources Trust, 26, 195, 221 139, 186 Bank of England, 21, 79 BlackRock World Mining Trust, 26, 181, 187, Bankers Investment Trust, 24, 85, 86, 131, 146, 192, 219, 220, 225, 230, 235, 243 185, 205, 209, 223, 226, 233, 238 Blackstone/GSO Loan Financing, 76 Banyard, Rosemary, 232 Blue Planet International Financials, 225 Baring Emerging Europe, 209, 236 BlueCrest AllBlue, 224, 233 Barnard, Simon, 125 Bluefield European Solar Fund, The, 232 Barnett, Mark, 127, 210, 213, 217, 227, 240, Bluefield Solar Income Fund, 22, 83, 172, 227 242, 243 Blyth-Richmond Investment Managers, 153 Baron, John, 196 BMO Capital & Income, 86 Bauernfreund, Joe, 184, 192, 232 BMO Commercial Property Trust, 89 BB Healthcare, 91, 101, 240 BMO General Investment Account, The, 158 247 INVESTMENT TRUSTS – A COMPLETE GUIDE BMO Global Asset Management, 121 Canadian General Investments, 51, 139, 186 BMO Global Smaller Companies, 37, 86 Canadian Income Trusts Investment BMO Managed Portfolio Growth, 131, 195 Company, 214 BMO Managed Portfolio Trust, 93 Candover, 207, 211, 219, 220, 221 BMO Real Estate Investments, 74 Cantor Fitzgerald Europe, 132 BMO UK High Income Trust, 38, 39 Capital Gearing Trust, 207 Bolton, Anthony, 102, 123, 124, 202, 207, 210, Carador Income Fund, 132 213, 215, 221, 226 Carrousel Capital, 58, 214, 215, 216, 219 Borrows, Simon, 231 Carthew, James, 141 Boussard & Gavaudan, 125, 132 Cass Business School, 64, 239 Bramdean Alternatives, 216, 219, 220 CATCo Reinsurance Opportunities, 238 Bramson, Edward, 58 Cayenne Trust, The, 231 Brenchley, David, 193 Cazalet, Julian, 59, 164, 191 Bridel, Jon, 131 CC Japan Income & Growth Trust, 43 Brierley, Alan, 137 Ceiba Investments, 97, 147 Britannic Smaller Companies, 74, 209 Cenkos Securities, 137, 220 British & American, 86, 200 Ceres Agriculture, 221 British Assets Trust, 204, 223, 230 Charter European Trust, 209, 219 British Empire Securities, 199, 209, 213, 215, Charter Pan European, 212 232, 241 Chelverton UK Dividend Trust, 48, 49, 90 British Empire Trust, 109 Chen, Huachen, 215 British Portfolio Trust, 224 City Merchants High Yield, 213 Britton, Nick, 118 City of London Investment Trust, 23, 24, 76, Brodie-Smith, Annabel, 2, 116 86, 89, 220, 226 Brough, Andy, 232 Citywire, 8, 75, 81, 133, 193, 194, 218, 224 Brown, Christopher, 2, 138 Civitas Social Housing, 79, 139, 151, 177, 189 Brown, Gordon, 169 Clare, Andrew, 64 Brunner Investment Trust, 54, 62, 86, 131, 199 Close Agricultural Commodities, 217 Buchanan, 149 Close AllBlue Fund, 214 Buffett, Warren, 184, 244 Close Enhanced Commodities, 218 Buffettology Smaller Companies Investment Close Finsbury Eurotech Trust, 206 Trust, 96, 139 Close FTSE 100 Trust, 203 Buxton, Richard, 226 Conte, Paolo, 117 BZW Convertible, 200 Continental Assets Trust, 200 Conversus Capital, 234 C Cowie, Ian, 193 CQS Natural Resources, 85, 243 Cade, Charles, 139 CQS New City High Yield, 33, 87 Cairngorm Demutualisation Investment Trust, CQS Rig Finance Fund, 215 The, 200 Crawford, Richard, 2 Caledonia Investments, 86, 89, 128, 210, 211, Cremers, Martijn, 80 217, 237 Crooke, Alex, 24, 209, 223, 238 Camarco, 149 Crystal Amber Fund, 171, 176 Cameron Investors Trust, 96, 97 CULS, 225, 229 Canaccord Genuity, 76, 77, 132, 137, 230 Currie, Piers, 2 248 INDEX Curtis, Job, 89, 213 Ecofin Water & Power Opportunities, 235 Cuthbertson, Charlotte, 50 Edinburgh Inca Trust, 201 CVC Credit Opportunities, 89 Edinburgh Income & Value Trust, 203 Edinburgh Investment Trust, 46, 87, 127, 200, D 206, 209, 218, 227, 240, 242 Edinburgh Japan, 204 Danae Investment Trust, 201, 203 Edinburgh Small Companies, 210, 216 Darling, Alastair, 216, 220 Edinburgh UK Smaller Companies Tracker, Dartmoor Investment Trust, 203 215 Darwall, Alexander, 24, 123, 125, 204, 241, 243 Edinburgh US Tracker, 223, 224, 225 Davis, John, 193 Edinburgh Worldwide, 195, 210, 221 Davis, Jonathan, 196 Edison Group, 133, 141, 193 de la Cour, Elmley, 117 EJF Investments, 97, 147 de Uphaugh, James, 242 Electra Investment Trust, 199, 202, 205 Dean, Julie, 226, 229 Electra Private Equity, 58, 107, 224, 228, 229, Dent, Julie, 223 231, 233, 234 Deutsche Equity Income, 213 Electric & General Investment Company, 199 Devon Equity Management, 123, 241 Electric & General Investment Trust, 222 Dexion Absolute, 216 Elliott Advisors, 58, 228 Dexion Alpha Strategies, 214 Elliott, Simon, 2, 140 Diverse Income Trust, The, 13, 68, 83, 139, Empiric Student Property, 165, 182, 183 186, 222, 227, 237 Ensor, George, 63 Dividend & Growth, 204 EP Global Opportunities Trust, 70 Dobbs, Matthew, 195 Equiniti, 159 Dobie, Clare, 16, 133 European Assets Trust, 91, 139, 240 Downing Strategic Micro-Cap, 97, 139 European Growth Trust, 85, 122 DP Aircraft 1, 34, 89, 131, 147 European Opportunities Trust, 24, 84, 85, 123, Dragon Capital, 123 125, 243 Draper, Paul, 196 European Smaller Companies, 200 Dresdner RCM Emerging Markets, 205 European Technology & Income, 208 Dresdner RCM Income Growth, 201 Evans, Richard, 193 Dresdner RCM Smaller Companies, 202 Exeter Selective Assets Investment Trust, 213 Dunedin Enterprise, 106, 233, 237 Exmoor Dual, 201 Dunedin Income Growth, 240 Dunedin Smaller Companies,
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