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.
Exploring the world of investment trusts
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.
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 has seen a big upturn in its performance in recent years but a change at the top is due to take place next April.
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.
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 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.
Global trusts did very well during the 2010s and Mid Wynd International sits near the top of the pack.
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.
Smithson Investment Trust has made an impressive start on the London Stock Exchange with a return around triple that of its benchmark. But we shouldn’t get too carried away.
The wildly gyrating share price of Lindsell Train Investment Trust (LTIT) has once again focused attention on its massive premium to net assets.
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