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.
Exploring the world of investment trusts
Category: Blog
My personal views on what’s happening in the wacky world of investment trusts…
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.
How Big Can Smithson Get?
One of the questions that often gets asked about Smithson, Fundsmith’s global smaller company investment trust, is whether it is in danger of growing too large.
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