Adventurous investment trust portfolio

Each year Money Observer introduces its investment trust tips for the year ahead. Our selections are grouped into ‘adventurous’ and ‘conservative’ selections. 

We monitor performance every three months, and suggest potential changes, to each of the portfolios. The adventurous selections below are picked from eight of the most popular investment trust sectors, plus a specialist selection.

These adventurous choices are designed for investors who are confident that markets will offer strong gains in the year ahead.

Most of the choices have concentrated portfolios and/or have gearing. That means they may fall disproportionately should markets falter. However they have also demonstrated their ability to recover strongly on the rebound.

At the start date of this portfolio on 1 August 2014 we invested a notional £1,000 in each choice at the mid price. Any subsequent changes are made using the valuation for the trust that is replaced.

Trading charges have not been factored into the performance of this portfolio.

You can view the most recent adventurous investment trust portfolio update here.

 

How the choices have performed in the past year      
  % total return (income     
  reinvested) after:    
  3 mths 6 mths 1 year
Conservative choices      
BlackRock Throgmorton  16.9 19.1 34.3
JPMorgan Japanese  5.9 6.8 25.7
Foreign & Colonial  10.9 8 20.3
Temple Bar  9.4 2.7 10.6
Invesco Asia * 1.1 -6.4 5
Capital Gearing  3.5 1.4 3
Standard Life Private Equity  1.3 -3.9 1.4
Utilico Emerging Markets  -6.8 -10.2 -7.1
Henderson European Focus  -6 -12.3 -11.6
Adventurous choices      
Allianz Technology  17.8 21.9 45.3
Baillie Gifford Shin Nippon  3.1 9.1 39.2
Pantheon International (1) 6.8 9 24
Schroder Asia Pacific  1.8 -2.4 11.9
JPMorgan Global G'th & Inc.* 4.6 -1.6 10.5
Rights & Issues  8.4 6.4 8.6
JPMorgan Emerging Markets (2) -1.1 -4.5 7
Lowland (3) 3.3 0.1 5.7
TR European Growth * -2.9 -15.1 -3.2
Index benchmarks      
FTSE All-Share  9.2 1.7 9
FTSE World ex-UK  7 2.5 9.4
Notes: * Holding replaced in this annual review. (1) Gain relects mandatory conversion of redeemable shares to ordinary shares on 1 November 2017. (2) Holding replaced Templeton Emerging Markets in May review. (3) Holding replaced  Edinburgh IT in the November review. Data source: FE Analytics as at 1 July 2018.      

 

 

Another strong year for the trust tips portfolio          
  % total return (income reinvested) after:        
  3 months 6 months 1 year 3 years Since 1 August 2014
Conservative portfolio  4.4 0.9 9.1 38 58
Adventurous portfolio  4.9 2.6 15.9 65.4 88.6
Index benchmarks          
FTSE All-Share  9.2 1.7 9 31.6 36.5
FTSE World ex-UK  7 2.5 9.4 55.9 73
Data source: FE Analytics as at 1 July 2018.