Gresham House Energy Storage Fund is one of the seventeen UK-listed renewable energy infrastructure trusts and currently boasts the best performance over the past 12 months.
Exploring the world of investment trusts
My personal views on what’s happening in the wacky world of investment trusts…
Gresham House Energy Storage Fund is one of the seventeen UK-listed renewable energy infrastructure trusts and currently boasts the best performance over the past 12 months.
Baillie Gifford’s newest investment trust, Keystone Positive Change, got off to a volatile start earlier this year but its managers have their eyes fixed firmly on the long term.
Acorn Income Fund, one of my UK smaller company trusts, could be set for a major shake-up later this year after its directors announced a strategic review.
JPMorgan Global Growth & Income is quite a mouthful but this investment trust has sneakily become one of my largest positions in the last few years.
One of my favourite pieces of investment trust research is the AIC’s millionaires list. It shows how much you would have had if, since April 1999, you had invested your full ISA allowance into the same trust each year and reinvested any dividends you received.
After three and a bit years, I’ve slipped back to being level with the global tracker that I use as my main benchmark.
Possibly the hardest decision the directors of an investment trust have to make is when to change management firm.
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.
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 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.
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