Possibly, although I get exposure to most sectors and regions through the global trusts, funds and ETF I own.

That said, I was looking to add some tech and biotech last year but never got round to pulling the trigger. Naturally, they have turned out to be the best places to be in 2020!

I have a reasonable level of non-listed property assets, so I have tended to avoid adding property funds within my portfolio.

For Asia and Japan, although I get some additional exposure through Murray, RIT, and Lindsell Train Global, I’m a little light but nothing too egregious. But it’s probably the one region I might consider buying a specific trust for.

Hi Michael,

MYI is one I may well top up as well. Although the price is back to 2010 levels, it’s paid 5/6% a year in dividends on that level over the last decade as well. I (still) like the fact it offers something a little bit different in terms of the regions/companies it invests in compared to my other holdings.

They usually announce the level for the three interim payouts at the AGM, which has been pushed back from 24 April to 27 April, and it’s going to be interesting to see what they say about the dividend’s sustainability.