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%.
Exploring the world of investment trusts
Category: Blog
My personal views on what’s happening in the wacky world of investment trusts…
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.
Caledonia Investments: Keeping It In The Family
Caledonia Investments is one of several ‘family-run’ investment trusts that have very respectable long-term records but have struggled to keep up with global market indices in recent years.
The Best Performing Investment Trusts Of 2020
I’ve been investing, in some shape or form, for over three decades now and I don’t think any year has been as remarkable as 2020.
BlackRock Smaller Companies: Losing Its Lustre?
BlackRock Smaller Companies seems to have come off the boil a little since long-time manager Mike Prentis retired about eighteen months ago. But is this a blip or something more permanent?
International Biotechnology Trust: Bypassing Binary Bets
International Biotechnology Trust (IBT) is the oldest UK investment trust that specialises in the healthcare sector and it’s one of the most recent additions to my portfolio.
Martin Currie Global Portfolio: A Little-Known Gem?
Since Zehrid Osmani took over Martin Currie Global Portfolio just over two years ago, it’s become one of the best-performing global investment trusts.
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