What Investment Trusts do you hold?

3d3

BlackRock Frontiers IT
City Natural Resources High Yield Trust
Fidelity China Special Situations
Standard Life Investment Property Income IT

I've added most of these in the last 6 months.

deeboy1

I started investing in ITs around a year ago, and now hold a few as follows:


Ruffer Investment Company - for downside protection (along with the Troy Trojan OEIC)


Scottish Mortgage and Foreign & Colonial- for low cost general equity exposure


Henderson Smaller Cos and F&C Global Foreign Companies - for low cost smaller co exposure


Aberdeen Asian Income and Scottish Oriental Smaller Cos - for emerging market exposure


Blackrock Frontiers Investment Trust - for a bit of spice


John Laing Environmental Assets - to sit alongside my First State Global Listed Infrastructure as a 'safe' infrastructure holding


TR Property Trust - for property exposure alongside another within my pension fund


So far I'm pretty impressed with performance.


The Henderson, Scottish Mortgage and TR Property have done particularly handsomely and I wish I could have afforded to put more in at the time, as you do.


The only 'loser' has been the Aberdeen Asian Income (not surprisingly and I will continue to hold), RICA has not done much (but as would be expected in a rising market) and F&C has risen but been disappointing, not sure why that hasn't done better when equity markets have been so buoyant!


deeboy

jimjames

F&C IT
Graphite Enterprise
Fidelity Special Values
Fidelity China SS
TEMIT

Plus a selection of Aberdeen managed trusts in my kids savings plan.

Wilkins

Only four so far:

Aberdeen Latin American Income
Henderson Far East Income
HICL Infrastructure Co Ord
UK Commercial Property Trust

Would like to get more but not too keen on equity buying at the moment. Most likely candidate is Black Rock World Mining.

C_Mababejive

Perpetual income & growth PLI
Martin Currie Global MNG

dale_cotterill

Just a couple for me as part of a wider portfolio.

Advance Frontiers - Bit of fun and spice, prefer it's geographical focus compared to the Blackrock one.

Henderson Value Trust - Under new management (well relatively new now) for hopefully potential for a turnaround after truly dire performance.

blinko

Diverse Income Trust, has been very good to me.

DIVI.
http://www.iii.co.uk/investment/detail?code=cotn:DIVI.L&display=chart

atush

Been investing in them for decades now,

major holdings are: (but I have many others)

F&C IT
Graphite Enterprise
Inv Per income and growth
Aberdeen asian smaller companies
Witan
Fidelity special values

guitarman001

Thanks for your replies!! Interested to hear more on why some of you chose the ones you did. And why these over UTs (or in general why these as part of a balanced investment strategy)?

Why do you think ITs are rarely discussed?

The likes of Hargreaves are steering us towards these and ETFs as max fee per year is capped at £45 for holding these.

There are SO many (admittedly less than the number of UTs) it's hard to choose... at least with the Vanguard Lifestyle UT, there was one easy choice for me!

Moby

guitarman001 wrote: »

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

Thanks!

The real question surely is what you pay for what you hold?