Long-Term Returns Of The Oldest Trusts
A useful piece of research has just popped into my inbox courtesy of the AIC. It looks at the long-term performance — the last 10, 20, and 30 years to 31 January 2022 — of the oldest investment trusts.
Keystone Positive Change: Profit And Purpose
Baillie Gifford’s newest investment trust, Keystone Positive Change, got off to a volatile start earlier this year but its managers have their eyes fixed firmly on the long term.
JPMorgan Global Growth & Income: Concentrating Its Firepower
JPMorgan Global Growth & Income is quite a mouthful but this investment trust has sneakily become one of my largest positions in the last few years.
10 Years Of Lindsell Train Global Equity
Next month sees the tenth anniversary of Lindsell Train Global Equity, one of the UK’s most popular funds. At the time of writing, it’s up 373% since it launched which represents an annualised return of 17%.
Keystone Positive Change: Baillie Gifford’s Latest Win
Baillie Gifford’s plan for world domination continues. It has been put forward as the new manager of Keystone Investment Trust, which is set to adopt its ‘Positive Change’ investment philosophy.
Martin Currie Global Portfolio: A Little-Known Gem?
Since Zehrid Osmani took over Martin Currie Global Portfolio just over two years ago, it’s become one of the best-performing global investment trusts.
10 Years Of Fundsmith Equity
On 1 November 2020, the UK’s largest fund, Fundsmith Equity, will celebrate its tenth birthday. A fair amount about this fund has changed over the past decade but a lot more has stayed the same.
Is QQQ All You Need To Do?
QQQ is the ticker for the most popular Nasdaq 100 ETF in the US. With $135bn in assets, it’s about five times the size of Fundsmith Equity, the UK’s largest fund. And it’s beaten pretty much every single UK investment trust and open-ended fund over the last decade.
2020: The Year Of Baillie Gifford
The various investment trusts and funds run by Baillie Gifford are dominating the performance charts this year. It’s no flash in the pan, though, as their long-term record is arguably even more impressive.