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.
Exploring the world of investment trusts
Tag: Investment trust statistics
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.
Risk On With Regional And Country-Specific Trusts
I largely focus on funds that either have a UK or global remit, with a few themes on the side. But here I’m looking at investment trusts that specialise in a single region or country.
Introducing The Double Doublers
Loads of articles have looked at the best performing shares and funds over the 2010s. I thought I’d add a little twist, looking at the trusts that doubled in the first half of the decade and then repeated the trick in the second.
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