📨 Have you signed up to the Forum's new Email Digest yet? Get a selection of trending threads sent straight to your inbox daily, weekly or monthly!

What Investment Trusts do you hold?

Options
As per title - interested to hear what ITs you hold as I rarely hear these discuss here.

Thanks!
«1345

Comments

  • Thrugelmir
    Thrugelmir Posts: 89,546 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Photogenic
    Utlilico Emerging Markets
  • ChesterDog
    ChesterDog Posts: 1,145 Forumite
    Part of the Furniture 1,000 Posts Name Dropper Photogenic
    Scottish Mortgage, Acorn Income, Fundsmith Emerging Equities.
    I am one of the Dogs of the Index.
  • BLB53
    BLB53 Posts: 1,583 Forumite
    Invest mainly for income - City of London, Edinburgh, Murray Intl., Finsbury Gr. & Inc., Temple Bar and Dunedin Smaller. Just considering adding Invesco Inc. Growth.
  • westy22
    westy22 Posts: 1,105 Forumite
    Part of the Furniture 1,000 Posts Combo Breaker
    I hold about 20 ITs in my SIPP covering most of the major markets. The largest holdings are Scottish Mortgage, Bankers, Temple Bar, F&C Global Smaller Companies and Fidelity Special Values -these main ones account for about 75% of the total value.
    Old dog but always delighted to learn new tricks!
  • socrates
    socrates Posts: 2,889 Forumite
    Interesting thread
  • Totton
    Totton Posts: 981 Forumite
    edited 22 June 2014 at 6:33PM
    At this moment in time I am holding the following -

    Law Debenture Corporation
    Caledonia Investments plc
    RIT Capital Partners plc
    Witan

    Finsbury Growth & Income Trust plc
    JPMorgan Mid Cap Investment Trust plc
    Schroder UK Mid Cap Fund
    Aberforth Smaller Companies Trust
    Henderson Smaller Cos Investment Trust plc

    Worldwide Healthcare Trust plc
    Biotech Growth Trust (The)
    International Biotechnology Trust
    JPMorgan US Smaller Companies Investment Trust
    Pacific Assets Trust
    SVG Capital Plc
  • Thrugelmir
    Thrugelmir Posts: 89,546 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Photogenic
    Should have listed earlier also the TwentyFour Income Fund.
  • Drp8713
    Drp8713 Posts: 902 Forumite
    Ninth Anniversary 500 Posts
    Foreign & Colonial and TR Property so far. Genesis Emerging Markets to be added shortly.

    Scottish Mortgage for my son's trust fund.
  • melbury
    melbury Posts: 13,251 Forumite
    Part of the Furniture 10,000 Posts Name Dropper I've been Money Tipped!
    Perpetual Income & Growth
    Fidelity Special Values
    Fidelity Asian Values

    However, as only one of the above pays any income, would like to invest in more that do actually pay a regular income. Any suggestions gratefully received!
    Stopped smoking 27/12/2007, but could start again at any time :eek:

  • grey_gym_sock
    grey_gym_sock Posts: 4,508 Forumite
    aberforth smaller companies (ASL) - UK smaller companies (defined as including the lower part of the FTSE 250), with clear commitment to "value" investing

    aberdeen asian smaller companies (AAS) - smaller companies in asia/pacific ex-japan; the majority of this is in emerging markets, and i hold it because aberdeen place some emphasis on factors such as looking for companies which have competent management, and are run in the interest of shareholders, which i think are lacking in some emerging markets, and which make me uncomfortable with using trackers for emerging markets

    candover (CDI) - private equity trust, with dreadful long-term record, but now in wind-up mode, with most of the value in the 4 or 5 biggest holdings, so shareholders might get a good return of cash over the next few years

    might buy more of AAS.

    might also buy: british empire securities (BTEM) - international value investor; likes to buy companies which appear to be worth more than the sum of their parts, e.g. various continental european and asian conglomerates; this would be a way to increase overseas exposure, while doing something a bit different from just putting more in tracker funds for major overseas markets (i have also been doing the latter recently).
This discussion has been closed.
Meet your Ambassadors

🚀 Getting Started

Hi new member!

Our Getting Started Guide will help you get the most out of the Forum

Categories

  • All Categories
  • 351.1K Banking & Borrowing
  • 253.1K Reduce Debt & Boost Income
  • 453.6K Spending & Discounts
  • 244.1K Work, Benefits & Business
  • 599K Mortgages, Homes & Bills
  • 177K Life & Family
  • 257.4K Travel & Transport
  • 1.5M Hobbies & Leisure
  • 16.1K Discuss & Feedback
  • 37.6K Read-Only Boards

Is this how you want to be seen?

We see you are using a default avatar. It takes only a few seconds to pick a picture.