Funds Vs. Trusts: A Simple Ten-Year Test
Are you better off with an investment trust or an open-ended fund? Most people seem to lean towards the former, although perhaps that’s the investing company I keep, but convincing data is very hard to find.
Are you better off with an investment trust or an open-ended fund? Most people seem to lean towards the former, although perhaps that’s the investing company I keep, but convincing data is very hard to find.
Manchester & London is an odd little thing. Majority-owned by the Sheppard family, it’s second only to Lindsell Train IT in the performance rankings of global trusts over the last five years.
I largely focus on funds that either have a UK or global remit, with a few themes on the side. But here I’m looking at investment trusts that specialise in a single region or country.
A few investment trusts cater to those of a nervous disposition, holding a range of lower-risk assets. Personal Assets Trust, with 58% in cash/short-term bonds and 9% in gold, is perhaps the most bearish of the lot.
Personal Assets Trust: Bear Turned Up To 11
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