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.
It’s been a tough year for tiddlers. UK small-cap investment trusts are down by more than 10% since last August with the average discount widening slightly to 11.5%. Henderson Smaller Companies is one of three such funds that I hold and it’s down a little more than the sector as a whole.
Caledonia, the £2bn investment trust run by the Cayzer family, has been on a bit of a buying spree recently. Its latest purchase, a firm that runs family offices for the mega-rich, takes its collection of unquoted investments and private equity funds to nearly 60% of net assets.
Biotechnology & healthcare has been one of the best performing sectors of the last decade. And with the average age of the developed world’s population continuing to increase, many people think this trend could continue for some time yet.
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.
I like impossible questions… and overly long article titles. The wildly gyrating share price of Lindsell Train Investment Trust has once again focused attention on its massive premium to net assets. How did it arise and is it justified?
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