Our Mission Statement

Sub35 was established in 2018 to help young professional investment and wealth managers to develop their knowledge of investment trusts and the unique features and diversification they can bring to clients’ portfolios.

The free-to-join members club affords access to some of the leading lights of the closed-ended fund world, enabling young professionals to hear their views first-hand and connect with other like-minded investors.

The idea for the initiative arose when Research in Finance revealed that the only information wealth managers receive about investment trusts is during their CISI and IMC exams. After these, there is next to no provision of education material about investment trusts.

Sub35 was created in partnership with a number of leading investment houses, keen to work collectively to expand knowledge of investment trusts and safeguard the future of the sector. This year we are proud to be working with Baillie Gifford, Janus Henderson and Schroders.

Sub35 is a structured CPD accredited information resource and provider of free-to-attend events, as well as on demand and online content.

Meet our team