Investment trust statistics Archives – IT Investor

Trust ISA Millionaires: The 2024 Edition

ITinvestor — Wed, 14 Feb 2024 12:46:38 +0000

The AIC has updated its annual list of ISA Millionaires, the number of trusts that would now be worth a million pounds if you had invested your full ISA allowance each year. ISAs began in 1999 when you could have invested £7,000 a year. The allowance remained the same for a decade before jumping to…

The post Trust ISA Millionaires: The 2024 Edition appeared first on IT Investor.

Returns From The Oldest Trusts – Revisited

ITinvestor — Tue, 25 Apr 2023 12:44:11 +0000

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. I covered last year’s release in this article if you…

The post Returns From The Oldest Trusts – Revisited appeared first on IT Investor.

Trusts Have Their Own Black Friday Sale

ITinvestor — Tue, 22 Nov 2022 16:02:01 +0000

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. The raw stats are that the average discount has gone from 3.6% to 14.3%, an increase of 10.7 percentage points and pretty much the widest level…

The post Trusts Have Their Own Black Friday Sale appeared first on IT Investor.

30 ISA Investment Company Millionaires

ITinvestor — Thu, 03 Mar 2022 20:34:49 +0000

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. I’ve covered this list before, first in 2019 and then again in 2021, so a refresher seemed worthwhile especially as it gives…

The post 30 ISA Investment Company Millionaires appeared first on IT Investor.

Long-Term Returns Of The Oldest Trusts

ITinvestor — Tue, 01 Feb 2022 16:56:50 +0000

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. It’s in honour of the Queen’s Platinum Jubilee and highlights the 35 investment companies that have…

The post Long-Term Returns Of The Oldest Trusts appeared first on IT Investor.

The 28 Investment Trust ISA Millionaires

ITinvestor — Wed, 14 Apr 2021 08:30:21 +0000

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. I like it because rather than just showing pure total…

The post The 28 Investment Trust ISA Millionaires appeared first on IT Investor.

The Best Performing Trusts Of 2021

ITinvestor — Tue, 16 Mar 2021 14:30:12 +0000

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. So what’s hot, what’s not, and what’s…

The post The Best Performing Trusts Of 2021 appeared first on IT Investor.

The Best Performing Investment Trusts Of 2020

ITinvestor — Mon, 23 Nov 2020 11:00:35 +0000

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. There’s a lot of recency bias at play, no doubt, but have we ever seen two such extremes in share prices, with both massive gains and massive losses? Crises of…

The post The Best Performing Investment Trusts Of 2020 appeared first on IT Investor.

Which Investment Trusts Have Done Best In 2020?

ITinvestor — Wed, 22 Apr 2020 09:00:26 +0000

A briefer piece this week simply looking at what types of investment trusts have done best and worst so far this year. The data is as of 18 April 2020 so it’s already little wrinkly. Back then you actually had to pay money to buy oil! And although many of the figures look pretty grim,…

The post Which Investment Trusts Have Done Best In 2020? appeared first on IT Investor.