Here’s my latest portfolio review showing my returns for the first quarter of 2022.
Exploring the world of investment trusts
Category: Blog
My personal views on what’s happening in the wacky world of investment trusts…
30 ISA Investment Company Millionaires
The AIC has published its latest list of ISA Millionaires showing how much you would have if you had put your full ISA allowance into a single investment company every year since 1999.
Long-Term Returns Of The Oldest Trusts
A useful piece of research has just popped into my inbox courtesy of the AIC. It looks at the long-term performance — the last 10, 20, and 30 years to 31 January 2022 — of the oldest investment trusts.
Q4 2021: The Four-Year Mark
Here’s my latest portfolio review showing my returns for 2021 and over the last four years.
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.
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