Smithson, Fundsmith’s global small-cap investment trust, has had an eventful 2020. Its wild movements are a perfect example of why trusts can be a little bit tougher to own than other funds when the market goes through a rocky patch.
Exploring the world of investment trusts
Category: Blog
My personal views on what’s happening in the wacky world of investment trusts…
Bluefield Solar Income: Making Hay While The Sun Shines
The recent furore about plunging power price forecasts meant I looked at the latest numbers from Bluefield Solar Income Fund more closely than usual.
Funds Vs. Trusts: A Simple Ten-Year Test
Are you better off with an investment trust or an open-ended fund? Most people seem to lean towards the former, although perhaps that’s the investing company I keep, but convincing data is very hard to find.
Manchester & London: Long The Future
Manchester & London is an odd little thing. Majority-owned by the Sheppard family, it’s second only to Lindsell Train IT in the performance rankings of global trusts over the last five years.
Risk On With Regional And Country-Specific Trusts
I largely focus on funds that either have a UK or global remit, with a few themes on the side. But here I’m looking at investment trusts that specialise in a single region or country.
Personal Assets Trust: Bear Turned Up To 11
A few investment trusts cater to those of a nervous disposition, holding a range of lower-risk assets. Personal Assets Trust, with 58% in cash/short-term bonds and 9% in gold, is perhaps the most bearish of the lot.
Pondering Power Prices And Premiums
A couple of negative broker notes have caused some pretty hefty share price declines in the renewable energy infrastructure sector this week. One of my holdings, Bluefield Solar Income, has been hit the hardest and I’ve been tempted into a tiny top-up.
Comparing Lindsell Train’s Funds
Everyone seems to have it in for Nick Train and Michael Lindsell at the moment. The desperate tale of Neil Woodford has focused attention on star managers, just as Lindsell Train’s funds hit a bit of a rough patch.
Introducing The Double Doublers
Loads of articles have looked at the best performing shares and funds over the 2010s. I thought I’d add a little twist, looking at the trusts that doubled in the first half of the decade and then repeated the trick in the second.
Mid Wynd International: Global Thematic Investing
Global trusts did very well during the 2010s and Mid Wynd International sits near the top of the pack.
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