Venture capital trusts (VCTs) were created in the mid-1990s to provide much-needed capital for small, fast-growing companies. A pretty dazzling array of tax reliefs are offered to lure investors into this high-risk area. But the rules are shifting and the VCT landscape is changing.
Next year will be the 20th anniversary of Mark Barnett taking charge of Perpetual Income & Growth and his 5th anniversary at Edinburgh Investment Trust. The celebrations might be a little muted, however. Their recent performance has been… less than spectacular.
There’s nothing like a complete and utter political shambles (I’m guessing you know the one I mean) to remind us why we need to be globally diversified when it comes to investing. It’s prompted me to dig into my portfolio a little, to see how diversified I truly am.
Usually, an investment trust offers either income or growth. But a new kid on the recycling block, Gresham House Energy Storage Fund, appears to offer both: a 7% yield and the prospect of 8% capital growth. Is it too good to be true?
The way I invest has changed a fair bit over the years. I’ve tried a few different variations – some have worked out well while others have taught me valuable lessons. If I was to sum up the foundation of my current strategy I would go for ‘simplicity’ and ‘inactivity’.
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