I matched the global indices last year with a return of 21.9% and a solitary losing position of just 1.2%. But few years are likely to turn out this well, so it’s important not to get carried away.
Exploring the world of investment trusts
Category: Blog
My personal views on what’s happening in the wacky world of investment trusts…
Fundsmith Equity And Lindsell Train Global: A Year Of Two Halves
It’s been a great year for global markets. While the “superstar funds” of recent years — Fundsmith Equity and Lindsell Train Global — have both done pretty well they’ve tailed off in recent months.
Baronsmead Venture Trust: My Problem Child
In a year of surging share prices, one of my holdings, Baronsmead Venture Trust, has been a real party pooper. But is it just a blip or an early sign that venture capital trusts (VCTs) have seen their best years?
Trouble Brewing On The Tax Front For Investors
I’ve deliberately kept politics out of this blog as much as possible. It rarely seems to bring out the best in people — myself included. However, there are some radical plans regarding the taxation of investments in the manifestos for the upcoming general election that are worth highlighting.
Capital Gearing Trust: Playing Ultra-Defensive
If you’re looking for an investment company that can bolster your portfolio’s defences then Capital Gearing Trust might fit the bill. Since Peter Spiller took over in 1982, it’s had just one down year in net asset value terms. Even then, it lost just 2.5%.
Should We Pay Up For Performance?
Regular readers may know that I’m often vexed by the cost of investment funds. But there’s one element that doesn’t distress me that much. And that is a performance fee.
Flexible Friends: Trusts That Have Got Your Back
One of the things I like most about investment trusts is that they aren’t too many of them. You have plenty of choices, but not so much that paralysis sets in.
Catching Up: Fundsmith Emerging Equities, Independent IT, Rights & Issues
Here’s another refresher on some of the investment trusts I featured in the early days of this blog. One has its problems but the other two still have appeal.
Catching Up: Schiehallion, Tetragon, Mobius, and Hipgnosis
Since I started this blog I’ve reviewed about a dozen investment trusts that I don’t own. Let’s catch up with a few of them to see whether they now look worthy of a nibble.
Oryx International Growth: Small Cap, Big Discount
Some investment trusts shun the limelight while others almost seem to go out of their way to make themselves unpopular. Small-cap specialist Oryx International Growth seems to fall into the latter camp.
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