After three and a bit years, I’ve slipped back to being level with the global tracker that I use as my main benchmark.
Exploring the world of investment trusts
Category: Blog
My personal views on what’s happening in the wacky world of investment trusts…
When Investment Trusts Fire Their Managers
Possibly the hardest decision the directors of an investment trust have to make is when to change management firm.
How Big Can Smithson Get?
One of the questions that often gets asked about Smithson, Fundsmith’s global smaller company investment trust, is whether it is in danger of growing too large.
The Best Performing Trusts Of 2021
Yes, I know that we’re not even a quarter of the way through the year yet so it seems waaaaay too early to be doing a piece like this. But with so much of that pesky volatility thing around right now, I thought it was worth taking stock.
BB Healthcare Trust: Curing The Health System
BB Healthcare Trust has a slightly different approach to healthcare investment, focusing on companies that are looking to improve the underlying process of keeping us all fit and well.
10 Years Of Lindsell Train Global Equity
Next month sees the tenth anniversary of Lindsell Train Global Equity, one of the UK’s most popular funds. At the time of writing, it’s up 373% since it launched which represents an annualised return of 17%.
Passing It On
My main investing aim is to build a portfolio to fund my retirement. But I’d also like to pass on a decent inheritance. Simple in theory but more complex when you get down to the nitty-gritty.
My 2020 Portfolio Review
I doubt any of us will look back upon 2020 with much fondness and this year hasn’t got off to the greatest of starts either. But purely from an investment point of view, 2020 was a pretty good year.
HICL Infrastructure: Dividend Growth On Hold
HICL Infrastructure is the oldest UK-listed infrastructure trust and has a very respectable record of steady performance. But it’s had to stop increasing its dividend in the wake of the pandemic.
Keystone Positive Change: Baillie Gifford’s Latest Win
Baillie Gifford’s plan for world domination continues. It has been put forward as the new manager of Keystone Investment Trust, which is set to adopt its ‘Positive Change’ investment philosophy.
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