Regular readers will be aware that I do love a good global investment trust. But I wanted to see how well they have performed relative to world markets over the very long term.
Exploring the world of investment trusts
Category: Blog
My personal views on what’s happening in the wacky world of investment trusts…
Monks Investment Trust: With Change Comes Opportunity
Monks Investment Trust has seen a big upturn in its performance in recent years but a change at the top is due to take place next April.
Scottish Mortgage: The Biggest And The Best?
Not only is Scottish Mortgage currently the biggest UK-listed investment trust with a market cap of over £10 billion, but it’s also been one of the best performers over the last few decades.
Herald Investment Trust: Home-Grown Tech
Herald Investment Trust boasts an impressive track record from backing smaller technology companies, many of which are based in the UK. But taking a more cautious approach than other tech funds, it has struggled to keep up during the past decade.
Combining Fundsmith Equity And Lindsell Train Global Equity
Many UK investors own either one or both of Fundsmith Equity and Lindsell Train Global Equity. There’s some overlap in their holdings, but how do their portfolios look if you put them together?
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