For many years I never paid much attention to the Lifetime Allowance for pensions, assuming that I’d never hit it. But with my 55th birthday only a few years away, it’s dawning on me that might no longer be the case.
Exploring the world of investment trusts
Category: Blog
My personal views on what’s happening in the wacky world of investment trusts…
Smithson Does Nothing: As Promised
Smithson Investment Trust has made an impressive start on the London Stock Exchange with a return around triple that of its benchmark. But we shouldn’t get too carried away.
Henderson Smaller Companies: Strong And Robust
Smaller companies are one of my favourite investment themes. But it’s been a tough year for funds like Henderson Smaller Companies, who hunt for value among the minnows of the market.
Caledonia Bets Big On Private Equity
Caledonia’s most recent financial year was pretty good, but its discount and costs remain an issue.
Boosting Returns With Biotech
Breaking down the numbers on the six investment trusts that specialise in biotechnology and healthcare, which has been one of the best-performing sectors of the last decade.
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