About us
Winterflood Investment Trusts is a full-service listed-fund team, covering the UK listed closed-ended funds sector and with the strength and depth to provide trading, sales, research and corporate advice. The team is well-resourced and has many years of experience of the sector.
The Research Team
The Winterflood Investment Trusts research team provides comprehensive coverage of the UK Investment Trust sector.
The Corporate Finance Team
Winterflood’s corporate finance team looks after around 50 corporate clients. The firm has experience of sponsoring all manner of corporate events from fund raisings to returns of capital; from mergers to demergers; from changes of policy to changes of structure; and, importantly, to advising retention of the status quo.
Given this strength and depth, the corporate team is able to directly, with the assistance of sales and research colleagues, offer strategic advice, market intelligence and technical advice on operational issues affecting funds, as well as transaction advice and sponsorship of transactions, as required. The corporate team has legal, accounting and actuarial experience. A list of our corporate clients is available below.
Our corporate clients
We work with clients across a range of asset classes and investment groups
Long-only equity
UK
abrdn UK Smaller Companies Growth Trust
Baillie Gifford UK Growth
BlackRock Throgmorton Trust
Crystal Amber Fund
Fidelity Special Values
Finsbury Growth & Income Trust
Odyssean Investment Trust
The Mercantile Investment Trust
US
The North American Income Trust
Global
JPM Global Growth & Income
North Atlantic Smaller Companies Investment Trust
Oryx International Growth Fund
The Scottish American Investment Company
Europe
Fidelity European Trust
Henderson European Trust
JPMorgan European Growth & Income
The European Smaller Companies Trust
Emerging markets
BlackRock Frontiers Investment Trust
JPMorgan Global Emerging Markets Income Trust
Templeton Emerging Markets Investment Trust
Asia Pacific
abrdn New India Investment Trust
Asia Dragon Trust
Baillie Gifford Shin Nippon
JPMorgan China Growth & Income
Schroder Asian Total Return Investment Company
Specialist
Allianz Technology Trust
BlackRock Energy and Resources Income Trust
BlackRock World Mining Trust
Impax Environmental Markets
The Biotech Growth Trust
Worldwide Healthcare Trust
Flexible Investment
CT Global Managed Portfolio Trust
Caledonia Investments
Hansa Investment Company
Schroder BSC Social Impact Trust
Specialist and alternative
Debt
Blackstone Loan Financing
CVC Income & Growth
Invesco Bond Income Plus
M&G Credit Income Investment Trust
SLF Realisation Fund
VPC Specialty Lending Investments
Property
abrdn Property Income Trust
Balanced Commercial Property Trust
Impact Healthcare REIT
Infrastructure
BBGI Global Infrastructure
Downing Renewables & Infrastructure Trust
Foresight Environmental Infrastructure
Growth Capital / Private Equity
HarbourVest Global Private Equity
Schiehallion Fund
Schroders Capital Global Innovation Trust
The Market Making Team
Winterflood Securities is the only full-service team in the investment trust sector, making markets in the vast majority of investment trust securities. The team benefits from a strong capital base and its strong links with both institutional clients and major private client brokers. We make markets in around 450 securities of closed-end funds.
At the heart of our strength in this area is Winterflood’s automated trading service (RSP), known in the market-place as ‘Winner’ and used by over 150 financial institutions. Winner is ideally suited to retail orders, including savings schemes, and provides immediate execution with the guarantee of dealing at touch price or better.
The Sales Team
Our experienced and proven sales team has strong relationships with pension funds, local authorities and major institutional investors, as well as with the major private client brokers. The team is well resourced which allows coverage of both conventional and specialist funds, including infrastructure, private equity and property funds.
Winterflood in the media
See the latest Winterflood news and appearances from our expert research team.