A little over a year ago, the AIC set out the 30-year returns for the trusts that have been with us for 70 years or more. The data has just been updated so let’s see what impact the events of the last year have had.
Here’s my portfolio review for the first three months of 2023. I ended the quarter up 2.4% while global markets rose 4.0% and the investment trust index fell 1.3%.
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