Blue Whale Growth Fund has come into its own in 2020. Since its launch in 2017, its performance is now comfortably ahead of both Fundsmith Equity and Lindsell Train Global.
Exploring the world of investment trusts
My personal views on what’s happening in the wacky world of investment trusts…
Blue Whale Growth Fund has come into its own in 2020. Since its launch in 2017, its performance is now comfortably ahead of both Fundsmith Equity and Lindsell Train Global.
I’ve been meaning to take a closer look at European Opportunities Trust for a while. It’s been a great performer for nearly 20 years, but its largest holding, Wirecard, hit the headlines last week for all the wrong reasons.
Scottish American Investment Company, often just called SAINTS, is the second-oldest investment trust and the only income-focused investment trust managed by Baillie Gifford.
Regular readers will be aware that I do love a good global investment trust. But I wanted to see how well they have performed relative to world markets over the very long term.
Monks Investment Trust has seen a big upturn in its performance in recent years but a change at the top is due to take place next April.
Not only is Scottish Mortgage currently the biggest UK-listed investment trust with a market cap of over £10 billion, but it’s also been one of the best performers over the last few decades.
Herald Investment Trust boasts an impressive track record from backing smaller technology companies, many of which are based in the UK. But taking a more cautious approach than other tech funds, it has struggled to keep up during the past decade.
Many UK investors own either one or both of Fundsmith Equity and Lindsell Train Global Equity. There’s some overlap in their holdings, but how do their portfolios look if you put them together?
A briefer piece this week simply looking at what types of investment trusts have done best and worst so far this year.
This crisis has posed many questions we’ve never faced before as investors. One of them is what to do about the prospect of a massive decrease in dividend payouts.
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