Here’s my latest portfolio review showing my returns for 2021 and over the last four years.
Exploring the world of investment trusts
Category: Blog
My personal views on what’s happening in the wacky world of investment trusts…
The Investment Trusts Handbook 2022
The fifth edition of The Investment Trusts Handbook has just been published. It includes all the usual updated analyses of the trust sector, written by editor Jonathan Davis.
Q3 2021: Quality Fights Back
Hello again. Here’s my latest quarterly portfolio review.
Q2 2021: A Move To Money Makers
Before I get into my usual portfolio review, I have some personal/blog news.
The Schiehallion Fund: Early And Patient
The Schiehallion Fund was given a low-key launch by Baillie Gifford in March 2019 as it was designed primarily for institutional investors. After a recent $700m fundraising, it’s now become one of Baillie Gifford’s largest investment trusts.
Fundsmith Emerging Equities: Still Work-In-Progress?
Fundsmith Emerging Equities Trust, often shortened to FEET, is still struggling to keep up with its benchmark despite a lot of tinkering over the past few years.
Acorn Income Jumps On The Sustainable Bandwagon
It was only a few weeks ago that I reviewed Acorn Income Fund after it announced a strategic review ahead of a continuation vote due later this year.
Gresham House Energy Storage: Batteries Included
Gresham House Energy Storage Fund is one of the seventeen UK-listed renewable energy infrastructure trusts and currently boasts the best performance over the past 12 months.
Keystone Positive Change: Profit And Purpose
Baillie Gifford’s newest investment trust, Keystone Positive Change, got off to a volatile start earlier this year but its managers have their eyes fixed firmly on the long term.
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.
Copyright © 2018-2022 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.