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.
Acorn Income Jumps On The Sustainable Bandwagon
It was only a few weeks ago that I reviewed Acorn Income Fund after it announced a strategic review ahead of a continuation vote due later this year.
How Big Can Smithson Get?
One of the questions that often gets asked about Smithson, Fundsmith’s global smaller company investment trust, is whether it is in danger of growing too large.
BlackRock Smaller Companies: Losing Its Lustre?
BlackRock Smaller Companies seems to have come off the boil a little since long-time manager Mike Prentis retired about eighteen months ago. But is this a blip or something more permanent?
Buffettology Smaller Companies: IPO Thoughts
Buffettology Smaller Companies is one of several new investment trusts heading our way. It’ll be managed by the team at Sanford DeLand that is also behind the highly successful Buffettology open-ended fund.
Henderson Smaller Companies: Waiting For The Bounce Back
Our house is being battered by a thunderstorm as I write this. Owning a UK smaller company investment trust in 2020 has felt very similar. But storms pass.
Smithson Closes In On £2 Billion
Smithson’s shares are up more than 50% since it floated in October 2018 and its share count has risen 52%. It’s now approaching £2bn in market cap and it’s already become one of the 20 largest UK investment trusts.
Herald Investment Trust: Home-Grown Tech
Herald Investment Trust boasts an impressive track record from backing smaller technology companies, many of which are based in the UK. But taking a more cautious approach than other tech funds, it has struggled to keep up during the past decade.
Smithson And Coping With Market Wobbles
Smithson, Fundsmith’s global small-cap investment trust, has had an eventful 2020. Its wild movements are a perfect example of why trusts can be a little bit tougher to own than other funds when the market goes through a rocky patch.