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Best 5 investment trusts for retirement

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Comments

  • TCA
    TCA Posts: 1,626 Forumite
    Part of the Furniture 1,000 Posts Name Dropper Combo Breaker
    Linton wrote: »
    It might be interesting to run that lot through the morningstar portfolio Xray tool to see what the overall allocation is and the duplications in the holdings.

    The version of the x-ray tool I use below only allows 10 holdings. Which is annoying when wanting to try out larger permutations. If anyone uses a different (free) analysis tool that can accommodate more, it would be great to know.

    http://tools.morningstar.co.uk/uk/xray/editholdings.aspx?LanguageId=en-GB
  • frugal90
    frugal90 Posts: 360 Forumite
    Part of the Furniture 100 Posts
    How about some of these model portfolios?



    http://www.iii.co.uk/investing/model-portfolios#table4
    Early retired in summer 2018 and loving it
  • Pincher
    Pincher Posts: 6,552 Forumite
    1,000 Posts Combo Breaker
    http://www.iii.co.uk/investing/factsheet/JD6X

    How to buy it

    These portfolios are available to buy* for £10 per portfolio, saving you up to £60 on commission charges (quarterly account fees apply)
    You can only buy Money Observer's Model Portfolios through Interactive Investor
    Once you have opened and funded your ii account simply buy the portfolio of your choice for your trading account, ISA, SIPP or JISA with us
    Your investment will be allocated to each underlying fund in the same proportion as its weighting within the model portfolio (to the nearest 1%) as at the last quarterly review. The £10 purchase fee will be deducted from the amount invested in the first named holding

    Rather than be displayed as a single model portfolio investment, each underlying fund holding will be shown separately in your account


    To find out why you should invest with ii, visit our!share and fund account page






    So convenient. Done all the work for you.
    It's like one of those Abe & Cole Pick a Box deals.

    http://www.abelandcole.co.uk/

    So, I get a selection of spring onions and broccoli, now what am I supposed to do with it?
  • ColdIron
    ColdIron Posts: 10,033 Forumite
    Part of the Furniture 1,000 Posts Hung up my suit! Name Dropper
    frugal90 wrote: »
    How about some of these model portfolios
    They are standard fund portfolios, in your OP you were interested in ideas and opinions for ITs
  • Thrugelmir
    Thrugelmir Posts: 89,546 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Photogenic
    I'm probably the other extreme. I have 24 Investment Trusts in my Hargreaves Lansdown ISA:-

    Aberdeen Asian Income Fund Ltd.
    Bankers Inv Trust
    BlackRock Income Strategies Trust
    City of London Inv Trust
    Dunedin Income Growth Inv Trust
    Edinburgh Inv Trust
    European Assets Trust
    F&C Capital & Income Inv Trust
    Henderson Far East Income Ltd.
    Invesco Income Growth Trust
    JPMorgan European Investment Trust
    JPM Global Mkts Emerging Income Trust
    JPMorgan Claverhouse Inv Trust
    Law Debenture Corp.
    Lowland Investment Co.
    Mercantile Inv Trust
    Merchants Trust
    Murray Income Trust
    Murray International Trust
    Perpetual Income & Growth Inv Trust
    Schroder Income Growth Fund
    Schroder Oriental Income Fund
    Scottish American Inv Company
    Temple Bar Inv Trust

    That list may give dunstonh a fit! :)

    I'm similar in quantity. Though far more diverse in nature.
  • ffacoffipawb
    ffacoffipawb Posts: 3,593 Forumite
    Part of the Furniture 1,000 Posts Name Dropper Photogenic
    Thrugelmir wrote: »
    I'm similar in quantity. Though far more diverse in nature.

    Can you share (sic) your portfolio with us? 😄
  • Zippeh
    Zippeh Posts: 108 Forumite
    Eighth Anniversary 10 Posts Combo Breaker
    Can you share (sic) your portfolio with us? 😄
    Licior enw!
  • Zippeh wrote: »
    Licior enw!

    Mae'n dda yn tydi! 😄
  • TCA
    TCA Posts: 1,626 Forumite
    Part of the Furniture 1,000 Posts Name Dropper Combo Breaker
    I'm probably the other extreme. I have 24 Investment Trusts in my Hargreaves Lansdown ISA

    I hold 6 of those you listed in my "income portfolio" and would like to add perhaps 4 others from your list.

    Although it's relatively low maintenance, in the back of my mind I still wonder if I'd be better just sussing out a global tracker fund or ETF with a decent yield which distributes quarterly income.
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