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What Investment Trusts do you hold?
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guitarman001
Posts: 1,052 Forumite
As per title - interested to hear what ITs you hold as I rarely hear these discuss here.
Thanks!
Thanks!
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Comments
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Utlilico Emerging Markets0
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Scottish Mortgage, Acorn Income, Fundsmith Emerging Equities.I am one of the Dogs of the Index.0
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Invest mainly for income - City of London, Edinburgh, Murray Intl., Finsbury Gr. & Inc., Temple Bar and Dunedin Smaller. Just considering adding Invesco Inc. Growth.0
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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!0
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Interesting thread0
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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 Plc0 -
Should have listed earlier also the TwentyFour Income Fund.0
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Foreign & Colonial and TR Property so far. Genesis Emerging Markets to be added shortly.
Scottish Mortgage for my son's trust fund.0 -
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:0 -
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).0
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