One of my dirty little secrets is that I don’t exclusively hold investment trusts. My SIPP includes two open-ended funds that are extremely popular with many investors: Fundsmith Equity and Lindsell Train Global.
Exploring the world of investment trusts
One of my dirty little secrets is that I don’t exclusively hold investment trusts. My SIPP includes two open-ended funds that are extremely popular with many investors: Fundsmith Equity and Lindsell Train Global.
While most trusts still trade at a discount, increasing numbers are trading at premiums. Should we buy something that’s reassuringly expensive or be wary in case the price has been driven too high?
This highly geared UK small-cap fund can be volatile, making it a good candidate for opportunistic top-ups.
One thing that stirs me from my slumber when it comes to my investment trust portfolio is when there is a change of manager. It doesn’t happen very often, and it typically doesn’t require evasive action, but it does mean that I tend to watch events a little more closely.
There’s a ton of information that investment trusts could put in the much-maligned Key Information Document. Here’s my wish list.
One respected investor reckons equity investors are uncomfortable with the risk they are taking on and that caused the big downturn we saw at the end of 2018.
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