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.
Q3 2019: One Eye On The Pound
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. “What’s the problem?”, we asked.
A Bumper Year For Bluefield Solar Income Fund
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.
Why I Opened Junior ISAs For My Children
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: Real Estate Superstar
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.
No Blackouts At Gresham House Energy Storage
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.