Exploring the world of investment trusts
My personal views on what’s happening in the wacky world of investment trusts…
For the last few years, the AIC has published a very useful piece of research showing which trusts would have performed best if you had put your full ISA subscription into them on 6 April each year since ISAs were introduced in 1999 and reinvested all the dividends received. When the list was first produced…
Here’s my portfolio review for 2024. I ended the year up 10% while global markets rose 18% and the investment trust index gained 9%.
Today sees the publication of the eighth edition of The Investment Trusts Handbook, the essential sector guide.
Here’s my portfolio review for the third quarter of 2024. I was up 7.5% over the first nine months of the year while global markets rose 12% and the investment trust index gained 6%.
Here’s my portfolio review for the first half of 2024. I was up 7.1% while global markets rose 11.1% and the trust sector gained 5.8%.
Here’s my portfolio review for the first quarter of 2024. I was up 4.2% while global markets powered ahead once again with an 8.6% gain.
The AIC has updated its annual list of ISA Millionaires, the number of trusts that would now be worth a million pounds if you had invested your full ISA allowance each year.
Here’s my portfolio review for 2023. I ended the year up 9%, global markets rose around 15%, and the investment trust index gained 5%.
Today sees the publication of the seventh edition of The Investment Trusts Handbook, the essential sector guide.
Here’s my portfolio review for the third quarter of 2023. I am up 2% year-to-date having been up 4% at the end of June. Global markets have risen 8% year-to-date while the investment trust index has lost 3%.
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