Exploring the world of investment trusts
My personal views on what’s happening in the wacky world of investment trusts…
Some memories stick with you. I was working for a few weeks in Zimbabwe in the late 1990s and I still recall the events of one afternoon in particular. We were there with a small local team and I remember the shocked look on their faces as they trudged back into the office after lunch.…
I took a small position in Bluefield Solar Income Fund last year and I’ve just topped up following a very pleasing set of results. It feels very apt that the sun is beating through the window behind me as I type this.
I’ve just been listening to an FT podcast all about the idea of a Financial Room 101. The redoubtable Justin Urquhart-Stewart suggested we banish Junior ISAs from existence. They’ll either snort the proceeds, drink them, or spend them he said, or words to that effect.
TR Property’s long-term returns put most other investment trusts to shame. What’s even more remarkable is that it’s smashed the market without focusing on traditional high-growth areas like technology, small-caps, or Asia.
Gresham House Energy Storage is one of three renewable/infrastructure trusts that I hold. It’s the young pup of the trio, having listed late last year. Its progress has been a little bit slow to date, but it seems to be moving in the right direction.
When it comes to running my portfolio, I spend a fair amount of time thinking ahead. I like to plan what new money I’m likely to add over the next year, whether to shift my position sizes a bit, and sell a holding or two to use up my annual CGT allowance.
Impax Environmental Markets is one of three funds in the AIC’s Environmental sector. It is both the largest (with assets of £600m) and the oldest (having launched in 2002).
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.
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.
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.
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