Coping with bear markets and stock market falls

Bear Essentials: How I Approach Stock Market Falls

Reading time: 4 mins

We’re currently in ‘correction’ territory with the UK market down 10% from its most recent peak in May 2018. Stock market falls like this can hit investment trusts harder than most, as a lot of funds have some level of gearing and discounts to asset values tend to widen.




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Bluefield Solar Income Fund

Bluefield Solar Income Fund: A New Dawn

Reading time: 7 mins

As I near my sixth decade, I’ve started to shift my portfolio a little more towards higher income investment trusts. My most recent purchase is Bluefield Solar Income Fund, which I took a small position in following its recent results. It yields over 6% and has returned over 50% since its launch in 2013. Most intriguingly, it’s keenly eyeing up the time where unsubsidised solar power becomes a viable option in the UK.

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Smithson Investment Trust

10 Things You Should Know About Smithson Investment Trust

Reading time: 7 mins

Applications are now open for Smithson Investment Trust, the keenly anticipated new offering from Terry Smith’s Fundsmith. No doubt many people will be happy to take the plunge purely on the basis of the great run the Fundsmith Equity Fund has had. But here are a few things that I think are worth knowing before you make any decision.

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Caledonia Investments logo

The Caledonia Conundrum: Will That Discount Ever Narrow?

Reading time: 6 mins

The shipping empire turned investment trust Caledonia Investments (CLDN) is currently one of my biggest holdings. It’s one of a few listed funds that is still family controlled and it boasts a 51-year track record of increasing its dividend. What’s more, it’s beaten the UK market by a respectable margin since it became a fully fledged investment vehicle in 1987. Yet it persistently trades at a discount to net assets of around 20%. So, what gives?

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Mobius Investment Trust prospectus image

Mobius Investment Trust: Truly Active Emerging Markets

Reading time: 4 mins

You wait for one investment trust launch from a legendary fund manager then, before you know it, along comes another. Following last week’s announcement of Smithson Investment Trust, we now have more details on Mobius Investment Trust, the latest offering from emerging markets guru Mark Mobius.

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