Blue Whale Growth Fund: The Next Big Thing?
Blue Whale Growth Fund has come into its own in 2020. Since its launch in 2017, its performance is now comfortably ahead of both Fundsmith Equity and Lindsell Train Global.
Scottish American Investment Company: Built For Resilience
Scottish American Investment Company, often just called SAINTS, is the second-oldest investment trust and the only income-focused investment trust managed by Baillie Gifford.
20 Global Investment Trusts Compared
Regular readers will be aware that I do love a good global investment trust. But I wanted to see how well they have performed relative to world markets over the very long term.
Monks Investment Trust: With Change Comes Opportunity
Monks Investment Trust has seen a big upturn in its performance in recent years but a change at the top is due to take place next April.
Scottish Mortgage: The Biggest And The Best?
Not only is Scottish Mortgage currently the biggest UK-listed investment trust with a market cap of over £10 billion, but it’s also been one of the best performers over the last few decades. Scottish Mortgage: The Biggest And The Best?
Combining Fundsmith Equity And Lindsell Train Global Equity
Many UK investors own either one or both of Fundsmith Equity and Lindsell Train Global Equity. There’s some overlap in their holdings, but how do their portfolios look if you put them together?
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.
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.
Fundsmith Equity And Lindsell Train Global: A Year Of Two Halves
It’s been a great year for global markets. While the “superstar funds” of recent years — Fundsmith Equity and Lindsell Train Global — have both done pretty well they’ve tailed off in recent months.
Fundsmith Equity And Lindsell Train Global: A Year Of Two Halves