Before I get into my usual portfolio review, I have some personal/blog news.
Exploring the world of investment trusts
Category: Blog
My personal views on what’s happening in the wacky world of investment trusts…
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.
JPMorgan Global Growth & Income: Concentrating Its Firepower
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.
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.
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