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.
Exploring the world of investment trusts
Category: Blog
My personal views on what’s happening in the wacky world of investment trusts…
Scottish Mortgage: The Biggest And The Best?
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: Home-Grown Tech
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.
Combining Fundsmith Equity And Lindsell Train Global Equity
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?
Which Investment Trusts Have Done Best In 2020?
A briefer piece this week simply looking at what types of investment trusts have done best and worst so far this year.
Will Investment Trust Dividends Hold Up?
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.
RIT Capital Partners: 2020 Could Be A Defining Year
RIT Capital Partners is one of a number of conservatively managed global investment trusts that I hold in an attempt to give my portfolio a little ballast. It seems like a good time to see how that’s working out!
Q1 2020: Holding On Tight
After a few decades of investing, it’s tempting to think that you’ve seen it all. But the stock market, not to mention the real world, never fails to surprise.
Dabbling With Discounts
With many of us looking to invest ISA allowances, either for the current tax year or the forthcoming one, the seemingly enormous discounts many trusts trade at might seem very enticing. But it’s worth remembering that not all discounts are equal.
Collecting My Thoughts
With two young kids at home for a week already, this blog is going to be a lot more sporadic over the next few months. But I wanted to set out some thoughts on how the bear market has impacted me so far and what I’m planning to do.
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