Investment Trust- Thoughts (May 2024)

For more information on Investment trusts visit:

Association of Investment Companies.
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
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.

Trustnet have an Investment trust section.

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.

You can sign up for newsletters/fact sheets from most of the Investment Trusts on their websites.

For ETF's I use You can screen buy region, sector and see performance comparisons.

April 2024 Investment Trust monthly performance.

Equity invested only.

Top 10

Hipgnosis Songs Fund (LON:SONG) +51%

abrdn New India Investment Trust (LON:ANII) +14.4%

Schiehallion Fund (LON:MNTN) +13.1%

RIT Capital Partners (LON:RCP) +12.9%

Pacific Horizon Investment Trust (LON:PHI) +11.7%

Rockwood Strategic (LON:RKW) +11.4%

Molten Ventures (LON:GROW) +10.5%

Jpmorgan China Growth & Income (LON:JCGI) +10.2%

Fidelity China Special Situations (LON:FCSS) +10.2%

abrdn Equity Income Trust (LON:AEI) +10.1%

Bottom 10

Schroder British Opportunities Trust (LON:SBO) -9.4%

Gulf Investment Fund (LON:GIF) -9%

Intuitive Investments (LON:IIG) -8.8%

Bellevue Healthcare Trust (LON:BBH) -8.7%

Vietnam Enterprise Investments (LON:VEIL) -7.4%

Scottish Mortgage Investment Trust (LON:SMT) -6.8%

Manchester And London Investment Trust (LON:MNL) -6.8%

JPMorgan Japanese Investment Trust (LON:JFJ) -6.5%

International Biotechnology Trust (LON:IBT) -6.1%

All Trusts 

Top 5

Hipgnosis Songs Fund (LON:SONG) +51%

Gresham House Energy Storage Fund (LON:GRID) +36.4%

Macau Property Opportunities Fund (LON:MPO) +32.1%

BlackRock World Mining Trust (OTC:BWMTF) +16.6%

Aquila Energy Efficiency Trust (LON:AEET) +16.4%

Bottom 5

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