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.
Exploring the world of investment trusts
My personal views on what’s happening in the wacky world of investment trusts…
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.
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%.
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.
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 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.
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 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.
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.
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