Exploring the world of investment trusts
My personal views on what’s happening in the wacky world of investment trusts…
Measuring the performance of your portfolio can be a little tricky in practice. Having experimented with a few methods, I’ve now settled on a mixture of Google Sheets to provide an up-to-date valuation and a simple unitisation calculation to measure my portfolio performance.
Read a little about investment funds and you’ll soon come across someone saying “investment trusts outperform other types of fund”. There are good reasons to believe that they may do, but it’s a very difficult thing to prove.
Fundsmith Emerging Equities has had a quiet four years since it joined the market, but the pieces all look to be in place for a better run of form.
Z scores can help gauge whether an investment trust is relatively cheap or expensive. But they do have some limitations.
Alternative assets seem to be all the rage right now. Hipgnosis Songs Fund is a new issue looking to build up a portfolio of musical rights.
What are the key numbers you should be aware of as an investor in investment trusts?
With the launch of Tritax EuroBox (EBOX), I review the new investment trusts that have been launched recently.
My thoughts on RIT Capital Partners. It trades as a hefty premium, but does it deserve to?
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