It’s hard to deny that passive investing, particularly using global equity trackers, is one of the best strategies you can follow. Some of my money is invested this way with the Vanguard All-World ETF. It’s not been without a few niggles, though.
Exploring the world of investment trusts
Category: Blog
My personal views on what’s happening in the wacky world of investment trusts…
Mello Trusts And Funds: 4 Companies I’m Watching
The great and the good of the investment trust world were at Mello last week. And I was there as well, trying my best to absorb the vast amount of information on offer.
Will Anyone Save The Savings Scheme?
My entry to the world of investment trusts, nearly 25 years ago now, was via monthly savings schemes. They made it both easy and cost-effective to invest small sums. But few such schemes exist today and they may soon die out completely.
AIC Revamps Investment Trust Sectors
After a year of deliberation, the AIC has just revealed its new sector definitions for investment trusts. It’s a major shake-up and looks like a big improvement from what I have seen so far.
BlackRock Smaller Companies: Small-Cap Star Prentis Retires
After 16 years of beating his benchmark every single year, Mike Prentis is to step down as the lead manager of BlackRock Smaller Companies. His successor has big shoes to fill!
Fundsmith Equity vs. Lindsell Train Global
One of my dirty little secrets is that I don’t exclusively hold investment trusts. My SIPP includes two open-ended funds that are extremely popular with many investors: Fundsmith Equity and Lindsell Train Global.
Should You Avoid Investment Trusts With Premiums?
While most trusts still trade at a discount, increasing numbers are trading at premiums. Should we buy something that’s reassuringly expensive or be wary in case the price has been driven too high?
Acorn Income Fund: Small Caps With An Income Twist
This highly geared UK small-cap fund can be volatile, making it a good candidate for opportunistic top-ups.
JPMorgan Global Growth & Income: The Dreaded Manager Change
One thing that stirs me from my slumber when it comes to my investment trust portfolio is when there is a change of manager. It doesn’t happen very often, and it typically doesn’t require evasive action, but it does mean that I tend to watch events a little more closely.
Key Information I’d Like To See
There’s a ton of information that investment trusts could put in the much-maligned Key Information Document. Here’s my wish list.
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