All Change At Acorn Income Fund?
Acorn Income Fund, one of my UK smaller company trusts, could be set for a major shake-up later this year after its directors announced a strategic review.
JPMorgan Global Growth & Income: Concentrating Its Firepower
JPMorgan Global Growth & Income is quite a mouthful but this investment trust has sneakily become one of my largest positions in the last few years.
JPMorgan Global Growth & Income: Concentrating Its Firepower
The 28 Investment Trust ISA Millionaires
One of my favourite pieces of investment trust research is the AIC’s millionaires list. It shows how much you would have had if, since April 1999, you had invested your full ISA allowance into the same trust each year and reinvested any dividends you received.
Q1 2021: Rotation, Rotation, Rotation
After three and a bit years, I’ve slipped back to being level with the global tracker that I use as my main benchmark.
When Investment Trusts Fire Their Managers
Possibly the hardest decision the directors of an investment trust have to make is when to change management firm.