Management Fees on Global and Global Smaller Companies Investment Trusts

An in-depth research report on management fees in global and global smaller companies investment trusts, providing clear conclusions on which trusts represent good value for investors—and which do not. The analysis covers leading names such as Lindsell Train, Monks Investment Trust, Scottish Mortgage, F&C Investment Trust, Herald Investment Trust, North Atlantic Smaller Companies, and The Global Smaller Companies Trust. With investors paying more than £100 million annually in management fees across the global sector, and a further £40 million in the global smaller companies sector, this report examines a critical issue for long-term shareholders. It reviews how fee structures have evolved, the progress made in lowering charges, and where further improvements are still needed. Delivered in 6-page A4 PDF format and published by The McHattie Group in August 2025, this independent report offers valuable insight for investors, analysts, and advisers comparing the cost efficiency of global equity investment trusts.