Here’s my portfolio review for the first half of 2025. I ended the period up 0.4%, the same as global markets, while the investment trust index did better, gaining 4.6%.
Exploring the world of investment trusts
Category: Blog
My personal views on what’s happening in the wacky world of investment trusts…
Trust ISA Millionaires: 2025 edition
For the last few years, the AIC has published a very useful piece of research showing which trusts would have performed best if you had put your full ISA subscription into them on 6 April each year since ISAs were introduced in 1999 and reinvested all the dividends received. When the list was first produced…
My 2024 Portfolio Review
Here’s my portfolio review for 2024. I ended the year up 10% while global markets rose 18% and the investment trust index gained 9%.
The Investment Trusts Handbook 2025
Today sees the publication of the eighth edition of The Investment Trusts Handbook, the essential sector guide.
My Q3 2024 Portfolio Review
Here’s my portfolio review for the third quarter of 2024. I was up 7.5% over the first nine months of the year while global markets rose 12% and the investment trust index gained 6%.
My H1 2024 Portfolio Review
Here’s my portfolio review for the first half of 2024. I was up 7.1% while global markets rose 11.1% and the trust sector gained 5.8%.
Q1 2024 Portfolio Review
Here’s my portfolio review for the first quarter of 2024. I was up 4.2% while global markets powered ahead once again with an 8.6% gain.
Trust ISA Millionaires: The 2024 Edition
The AIC has updated its annual list of ISA Millionaires, the number of trusts that would now be worth a million pounds if you had invested your full ISA allowance each year.
My 2023 Portfolio Review
Here’s my portfolio review for 2023. I ended the year up 9%, global markets rose around 15%, and the investment trust index gained 5%.
The Investment Trusts Handbook 2024
Today sees the publication of the seventh edition of The Investment Trusts Handbook, the essential sector guide.
Copyright © 2018-2024 www.itinvestor.co.uk
Disclaimer: This site is for informational purposes only. We make no assertions as to the accuracy, completeness, suitability or validity of anything on this site.
We will not be liable for any errors or omissions or any damages arising from its display or use. Here's our privacy and cookie policy.