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.
Updating My Investing Strategy
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: IPO Thoughts
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.