Today sees the publication of the sixth edition of The Investment Trusts Handbook, the essential sector guide. I have contributed again, this time with a profile of BH Macro, the hedge fund trust that has thrived in this year’s volatile market conditions.
Most trust investors will be aware that discounts have widened significantly since the start of this year but the latest press release from the AIC puts it into perspective.
Here’s my portfolio review for the third quarter of 2022. I’m down 15% for the year with many of my holdings trading at what look like very wide discounts.
Here’s my latest portfolio review showing my returns for the first quarter of 2022.
The AIC has published its latest list of ISA Millionaires showing how much you would have if you had put your full ISA allowance into a single investment company every year since 1999.
A useful piece of research has just popped into my inbox courtesy of the AIC. It looks at the long-term performance — the last 10, 20, and 30 years to 31 January 2022 — of the oldest investment trusts.
Here’s my latest portfolio review showing my returns for 2021 and over the last four years.
The fifth edition of The Investment Trusts Handbook has just been published. It includes all the usual updated analyses of the trust sector, written by editor Jonathan Davis.
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