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?
Exploring the world of investment trusts
My personal views on what’s happening in the wacky world of investment trusts…
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 (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.
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.
As the saying goes, “no plan survives contact with the enemy”. So I wanted to see how my investing strategy is holding up, nearly two years after I first put in writing.
Buffettology Smaller Companies is one of several new investment trusts heading our way. It’ll be managed by the team at Sanford DeLand that is also behind the highly successful Buffettology open-ended fund.
On 1 November 2020, the UK’s largest fund, Fundsmith Equity, will celebrate its tenth birthday. A fair amount about this fund has changed over the past decade but a lot more has stayed the same.
It’s difficult to know what to make of this year from an investing viewpoint.
Worldwide Healthcare Trust reckons it is the best-performing investment trust since it launched in April 1995. It’s returned 4,082% which works out at 15.8% annualised.
Putting some money into HgCapital Trust back in 2010 was one of my better investment decisions of recent years. It’s consistently been one of the top-performing private equity trusts since it launched.
The Chinese stock market has been one of 2020’s top performers. Up 19% in sterling terms, it’s well ahead of the US’s 10% gain and the UK’s sickly 19% drop.
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