Acorn Income Fund Archives – IT Investor Exploring the world of investment trusts Sun, 12 Sep 2021 10:33:06 +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 Acorn Income Fund Archives – IT Investor 32 32 Acorn Income Jumps On The Sustainable Bandwagon https://www.itinvestor.co.uk/2021/05/acorn-income-jumps-on-the-sustainable-bandwagon/ https://www.itinvestor.co.uk/2021/05/acorn-income-jumps-on-the-sustainable-bandwagon/#comments Wed, 19 May 2021 09:55:20 +0000 https://www.itinvestor.co.uk/?p=5204 It was only a few weeks ago that I reviewed Acorn Income Fund after it announced a strategic review ahead of a continuation vote due later this year. There was a further update this week and I thought I’d do another article to help collect my thoughts. The plan is to replace the current managers… 

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]]> https://www.itinvestor.co.uk/2021/05/acorn-income-jumps-on-the-sustainable-bandwagon/feed/ 7 All Change At Acorn Income Fund? https://www.itinvestor.co.uk/2021/04/all-change-at-acorn-income-fund/ https://www.itinvestor.co.uk/2021/04/all-change-at-acorn-income-fund/#comments Wed, 28 Apr 2021 09:55:47 +0000 https://www.itinvestor.co.uk/?p=5093 Acorn Income Fund, one of my UK smaller company trusts, could be set for a major shake-up later this year after its directors announced a strategic review. While Acorn’s long-term performance has been decent, with an annualised return of 12.2% from launch in February 1999 to the end of 2020, the last few years have… 

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]]> https://www.itinvestor.co.uk/2021/04/all-change-at-acorn-income-fund/feed/ 10 Q1 2021: Rotation, Rotation, Rotation https://www.itinvestor.co.uk/2021/04/q1-2021-rotation-rotation-rotation/ https://www.itinvestor.co.uk/2021/04/q1-2021-rotation-rotation-rotation/#comments Thu, 08 Apr 2021 14:00:29 +0000 https://www.itinvestor.co.uk/?p=4956 After three and a bit years, I’ve slipped back to being level with the global tracker that I use as my main benchmark. Overall performance to 31 Mar 2021 Portfolio / Benchmark Q1 2021 Annualised since Jan 2018 My portfolio +1.8% +9.9% Vanguard FTSE Global All Cap (fund) +4.0% +9.9% Vanguard LifeStrategy 60 (fund) +0.9%… 

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]]> https://www.itinvestor.co.uk/2021/04/q1-2021-rotation-rotation-rotation/feed/ 10 Acorn Income Fund: Small Caps With An Income Twist https://www.itinvestor.co.uk/2019/04/acorn-income-fund-small-caps-with-an-income-twist/ https://www.itinvestor.co.uk/2019/04/acorn-income-fund-small-caps-with-an-income-twist/#comments Tue, 16 Apr 2019 07:45:41 +0000 https://www.itinvestor.co.uk/?p=1925 This highly geared UK small-cap fund can be volatile, making it a good candidate for opportunistic top-ups.

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]]> https://www.itinvestor.co.uk/2019/04/acorn-income-fund-small-caps-with-an-income-twist/feed/ 7 Sizing Up UK Small-Cap Funds https://www.itinvestor.co.uk/2018/12/sizing-up-uk-small-cap-funds/ https://www.itinvestor.co.uk/2018/12/sizing-up-uk-small-cap-funds/#respond Tue, 18 Dec 2018 16:19:58 +0000 https://www.itinvestor.co.uk/?p=1150 We seem to be having more of a Santa Rout than a Santa Rally, so it's a brave investor that's looking to put money in small-cap funds right now. But I think it's a great time to size up what's on offer.

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