IT Investor https://www.itinvestor.co.uk/ Exploring the world of investment trusts Wed, 25 Mar 2026 14:36:05 +0000 en-GB hourly 1 https://wordpress.org/?v=6.9.4 https://www.itinvestor.co.uk/wp-content/uploads/2019/08/cropped-IT_icon-32x32.png IT Investor https://www.itinvestor.co.uk/ 32 32 A Move To Substack https://www.itinvestor.co.uk/2026/03/a-move-to-substack/ https://www.itinvestor.co.uk/2026/03/a-move-to-substack/#respond Wed, 25 Mar 2026 14:32:32 +0000 https://www.itinvestor.co.uk/?p=6610 Just a quick update from me on the future of this blog, or rather, the lack of it. I am writing very few new articles these days now that I am writing content for Money Makers, but maintaining the website still takes a bit of time and a little money, and it no longer really… 

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]]> https://www.itinvestor.co.uk/2026/03/a-move-to-substack/feed/ 0 My 2025 Portfolio Review https://www.itinvestor.co.uk/2026/01/my-2025-portfolio-review/ https://www.itinvestor.co.uk/2026/01/my-2025-portfolio-review/#respond Thu, 01 Jan 2026 14:06:59 +0000 https://www.itinvestor.co.uk/?p=6527 Here’s my portfolio review for 2025. I ended the year up 6%, while global markets rose by 14%, and the investment trust index did marginally better, gaining 16%. My performance This table summarises my returns against a range of comparators: Portfolio/comparators 2025 2024 2023 2022 Since Jan 2018 My portfolio +5.7% +10.1% +9.2% -13.0% +7.0% pa… 

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]]> https://www.itinvestor.co.uk/2026/01/my-2025-portfolio-review/feed/ 0 The Investment Trusts Handbook 2026 https://www.itinvestor.co.uk/2025/12/the-investment-trusts-handbook-2026/ https://www.itinvestor.co.uk/2025/12/the-investment-trusts-handbook-2026/#respond Tue, 09 Dec 2025 13:45:57 +0000 https://www.itinvestor.co.uk/?p=6539 It’s that time of the year again. The ninth edition of The Investment Trusts Handbook has just been published. It is edited, as always, by Jonathan Davis, my business partner at Money Makers. Regular readers will probably know the usual format by now. The hardcover version retails at £29.99, but thanks to the Handbook’s sponsors,… 

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]]> https://www.itinvestor.co.uk/2025/12/the-investment-trusts-handbook-2026/feed/ 0 My H1 2025 Portfolio Review https://www.itinvestor.co.uk/2025/07/my-h1-2025-portfolio-review/ https://www.itinvestor.co.uk/2025/07/my-h1-2025-portfolio-review/#respond Wed, 02 Jul 2025 08:44:21 +0000 https://www.itinvestor.co.uk/?p=6496 Here’s my portfolio review for the first half of 2025. I ended the period up 0.4%, the same as global markets, while the investment trust index did better, gaining 4.6%. My performance This table summarises my returns against a range of comparators: Portfolio/comparators H1 2025 2024 2023 2022 Since Jan 2018 My portfolio +0.4% +10.1% +9.2%… 

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]]> https://www.itinvestor.co.uk/2025/07/my-h1-2025-portfolio-review/feed/ 0 Trust ISA Millionaires: 2025 edition https://www.itinvestor.co.uk/2025/04/trust-isa-millionaires-2025-edition/ https://www.itinvestor.co.uk/2025/04/trust-isa-millionaires-2025-edition/#comments Thu, 17 Apr 2025 12:35:58 +0000 https://www.itinvestor.co.uk/?p=6461 For the last few years, the AIC has published a very useful piece of research showing which trusts would have performed best if you had put your full ISA subscription into them on 6 April each year since ISAs were introduced in 1999 and reinvested all the dividends received. When the list was first produced… 

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]]> https://www.itinvestor.co.uk/2025/04/trust-isa-millionaires-2025-edition/feed/ 4 My 2024 Portfolio Review https://www.itinvestor.co.uk/2025/01/my-2024-portfolio-review/ https://www.itinvestor.co.uk/2025/01/my-2024-portfolio-review/#comments Fri, 03 Jan 2025 15:27:18 +0000 https://www.itinvestor.co.uk/?p=6433 Here’s my portfolio review for 2024. I ended the year up 10% while global markets rose 18% and the investment trust index gained 9%. My performance This table summarises my returns against a range of comparators: Portfolio/comparators 2024 2023 2022 Since Jan 2018 My portfolio +10.1% +9.2% -13.0% +7.2% pa Vanguard FTSE Global All Cap… 

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]]> https://www.itinvestor.co.uk/2025/01/my-2024-portfolio-review/feed/ 2 The Investment Trusts Handbook 2025 https://www.itinvestor.co.uk/2024/12/the-investment-trusts-handbook-2025/ https://www.itinvestor.co.uk/2024/12/the-investment-trusts-handbook-2025/#respond Tue, 10 Dec 2024 09:30:52 +0000 https://www.itinvestor.co.uk/?p=6421 Today sees the publication of the eighth edition of The Investment Trusts Handbook, the essential sector guide. As in previous years, the eBook edition is free while the hardcover edition retails at £29.99. Jonathan Davis reviews the year just gone and what lies ahead for the trust sector and there are contributions from: John Baron,… 

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]]> https://www.itinvestor.co.uk/2024/12/the-investment-trusts-handbook-2025/feed/ 0 My Q3 2024 Portfolio Review https://www.itinvestor.co.uk/2024/10/my-q3-2024-portfolio-review/ https://www.itinvestor.co.uk/2024/10/my-q3-2024-portfolio-review/#comments Tue, 01 Oct 2024 11:52:24 +0000 https://www.itinvestor.co.uk/?p=6368 Here’s my portfolio review for the third quarter of 2024. I was up 7.5% over the first nine months of the year while global markets rose 12% and the investment trust index gained 6%. My performance This table summarises both my recent and longer-term performance against a range of comparators: Portfolio/comparators YTD 2024 2023 2022… 

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]]> https://www.itinvestor.co.uk/2024/10/my-q3-2024-portfolio-review/feed/ 1 My H1 2024 Portfolio Review https://www.itinvestor.co.uk/2024/07/my-h1-2024-portfolio-review/ https://www.itinvestor.co.uk/2024/07/my-h1-2024-portfolio-review/#comments Sun, 07 Jul 2024 16:00:45 +0000 https://www.itinvestor.co.uk/?p=6334 Here’s my portfolio review for the first half of 2024. I was up 7.1% while global markets rose 11.1% and the trust sector gained 5.8%. My performance This table summarises both my recent and longer-term performance against a range of comparators: Portfolio/comparators H1 2024 2023 2022 Annualised since Jan 2018 My portfolio +7.1% +9.2% -13.0%… 

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