Infamy, infamy, they’ve all got it in for me! In the last couple of months, the managers heading up three of my investment trusts have all decided to retire. The latest to desert me is Mike Prentis at BlackRock Smaller Companies. What a carry on!
BlackRock Smaller Companies: Small-Cap Star Prentis Retires
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.Fundsmith Equity vs. Lindsell Train Global
While most investment 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?
I’m a big fan of small-cap investment trusts but one of my holdings, Acorn Income Fund, definitely won’t suit everyone. It’s much more highly geared than your typical fund, adding an extra layer of risk. But this also makes it a good candidate for opportunistic top-ups.Acorn Income Fund: Small Caps With An Income Twist
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.JPMorgan Global Growth & Income: The Dreaded Manager Change
There’s been a lot of controversy over the recent introduction of Key Information Documents (KIDs) for investment trusts. In theory, they are designed to standardise the basic fund information that’s available for ordinary investors like you and me. In practice, they’re a bit rubbish.Key Information I’d Like To See
I last did a portfolio review at the end of 2018, so the end of the first quarter seems like a decent time for another catch-up and some more pithy observations.
It’s been a tough few years for Murray International but this popular global investment trust certainly offers something a little different while yielding well in excess of 4%.
We’ve been hearing a lot about ISA millionaires in recent months. In some ways, I’d rather not too much of a fuss was made about them. Drawing attention to this phenomenon might attract some unwelcome attention. There could be a cry that “something must be done!”
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