A little over a year ago, the AIC set out the 30-year returns for the trusts that have been with us for 70 years or more. The data has just been updated so let’s see what impact the events of the last year have had.
Exploring the world of investment trusts
Tag: Investment trust statistics
Trusts Have Their Own Black Friday Sale
Most trust investors will be aware that discounts have widened significantly since the start of this year but the latest press release from the AIC puts it into perspective.
30 ISA Investment Company Millionaires
The AIC has published its latest list of ISA Millionaires showing how much you would have if you had put your full ISA allowance into a single investment company every year since 1999.
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.
The 28 Investment Trust ISA Millionaires
One of my favourite pieces of investment trust research is the AIC’s millionaires list. It shows how much you would have had if, since April 1999, you had invested your full ISA allowance into the same trust each year and reinvested any dividends you received.
The Best Performing Trusts Of 2021
Yes, I know that we’re not even a quarter of the way through the year yet so it seems waaaaay too early to be doing a piece like this. But with so much of that pesky volatility thing around right now, I thought it was worth taking stock.
The Best Performing Investment Trusts Of 2020
I’ve been investing, in some shape or form, for over three decades now and I don’t think any year has been as remarkable as 2020.
Which Investment Trusts Have Done Best In 2020?
A briefer piece this week simply looking at what types of investment trusts have done best and worst so far this year.
Dabbling With Discounts
With many of us looking to invest ISA allowances, either for the current tax year or the forthcoming one, the seemingly enormous discounts many trusts trade at might seem very enticing. But it’s worth remembering that not all discounts are equal.
Funds Vs. Trusts: A Simple Ten-Year Test
Are you better off with an investment trust or an open-ended fund? Most people seem to lean towards the former, although perhaps that’s the investing company I keep, but convincing data is very hard to find.
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