Category: Blog

My personal views on what’s happening in the wacky world of investment trusts…

Caledonia Investments, looking up at a ship's rigging, Photo by Tanner Mardis on Unsplash

Caledonia Bets Big On Private Equity

Posted on 6 August 20196 August 2019 by ITinvestor

Caledonia’s most recent financial year was pretty good, but its discount and costs remain an issue.

Biotech investment trusts, Photo by Chromatograph on Unsplash

Boosting Returns With Biotech

Posted on 23 July 20194 November 2020 by ITinvestor

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.

SDCL Energy Efficiency, Photo of light bulbs on ceiling by Evan Smogor on Unsplash

Sizing Up SDCL Energy Efficiency Income Trust

Posted on 18 July 201918 July 2019 by ITinvestor

SDCL Energy Efficiency Income Trust, or SEEIT, is one of the newest members of the renewable infrastructure sector that has been hoovering up investors’ cash these past few years. But it offers something a little different.

Lindsell Train Investment Trust, Photo by Jack Anstey on Unsplash

What’s A Sensible Premium For Lindsell Train Investment Trust?

Posted on 11 July 201911 July 2019 by ITinvestor

The wildly gyrating share price of Lindsell Train Investment Trust (LTIT) has once again focused attention on its massive premium to net assets.

Crown image, Photo by Church of the King on Unsplash

Partnering Up With Princess Private Equity

Posted on 9 July 20196 September 2019 by ITinvestor

Princess Private Equity seems to have a low profile among UK investors.

Steps going up and down, Photo by Mohammad Bagher Adib Behrooz on Unsplash

My 2019 Half-Time Report

Posted on 4 July 201927 September 2019 by ITinvestor

My portfolio has returned 15.5% so far this year, a whisker behind global markets. I’ve also said goodbye to City of London, spreading the proceeds over a number of existing holdings.

LifeStrategy and Target Retirement funds, two chairs on a beach, Photo by Aaron Burden on Unsplash

Comparing Vanguard’s LifeStrategy And Target Retirement Funds

Posted on 27 June 201930 June 2019 by ITinvestor

Vanguard’s ‘keep it simple’ retirement offerings seem attractive, but there are a few factors to be aware of before taking the plunge.

Lone tree, Woodford saga, Photo by Fabrice Villard on Unsplash

Could Some Good Come From Woodford?

Posted on 21 June 201921 June 2019 by ITinvestor

Like many folks, I have been astonished by events at Woodford Investment Management. I knew it had some issues but not having followed the situation too closely, I didn’t realise quite what a massive hole it had dug for itself. And new revelations seem to be coming out on a daily basis.

3 different rulers, Photo by William Warby on Unsplash

Picking My Perfect Performance Measure

Posted on 18 June 201918 June 2019 by ITinvestor

Measuring the progress of your portfolio is vital as an active investor. But choosing the right benchmark isn’t that easy.

HICL, aerial view of Spaghetti Junction, Photo by _M_V_ on Unsplash

HICL Infrastructure: The Price Of Political Risk

Posted on 11 June 201923 July 2019 by ITinvestor

HICL Infrastructure Company is the oldest and largest infrastructure trust in the UK. It was set up in 2006 and now boasts nearly £3bn in assets. Its annualised return since launch has been 9.4%, handily ahead of the 7-8% target set at its IPO.

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