Investment Trust-
Thoughts (February 2024)
For more information on Investment trusts visit:
Association of Investment Companies.
https://www.theaic.co.uk/
Free to sign up. On the
site you can create portfolios, screen and compare Investment Trusts
by Geographic region, Sector , Yield and more. A few Trusts who are
not AIC members have limited data.
The Investment Trust
Handbook by Jonathan Davies has articles and data on Investment
Trusts. The 2024 edition is out now.
Available online or
from Jonathan Davies's website https://money-makers.co/.
You can also sign
up(Paid membership) for insights on Investment Trusts from him and
others. Weekly email and podcast .
Citywire do a daily Investment trust email. Free, does have sponsored content but keeps you up to-date with Investment Trust news.
https://citywire.com/investment-trust-insider
Trustnet have an Investment trust section. https://www.trustnet.com/
Plenty of performance data on that site.
Edison cover Investment
Companies and do a monthly Investment trust round up. You can sign up
for free.
https://www.edisongroup.com/equities/investment-companies/.
You can sign up for newsletters/fact sheets from most of the Investment Trusts on their websites.
For ETF's I use
https://www.justetf.com/uk/.
You can screen buy region, sector and see performance comparisons.
January 2024 Investment Trust monthly performance.
Any errors please advise.
Equity invested only.
Top 10
Foresight Sustainable Forestry (LON:FSF) +24.8%
Barings Emerging Emea Opportunities (LON:BEMO) +12.1%
Marwyn Value Investors (LON:MVI) +9.9%
Crystal Amber Fund (LON:CRS) +7.1%
Allianz Technology Trust (LON:ATT) +7.1%
India Capital Growth Fund (LON:IGC) +6.6
Manchester And London Investment Trust (LON:MNL) +6.6%
Chrysalis Investments (LON:CHRY) +6%
Polar Capital Technology Trust (LON:PCT) +5.4%
River and Mercantile UK Micro Cap Investment (LON:RMMC) +5.2%
Bottom 10
Jpmorgan China Growth & Income (LON:JCGI) -10.8%
Fidelity China Special Situations (LON:FCSS) -9.9%
Pacific Assets Trust (LON:PAC) -9.9%
Baillie Gifford China Growth Trust (LON:BGCG) -9.7%
Augmentum Fintech (LON:AUGM) -8.9%
Worsley Investors (LON:WINV) -7.8%
BBGI Global Infrastructure SA (LON:BBGI) -7.8%
Blackrock Latin American Investment Trust (LON:BRLA) -7.8%
Weiss Korea Opportunity Fund (LON:WKOF) -7.7%
HICL Infrastructure (LON:HICL) -7.1%
Including Energy and Commodity funds, Property, Fixed Interest.
Top 5
Unlock the rest of this article with a 14 day trial
Already have an account?
Login here