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  -20.3 -21.6 -6.6
JPMorgan Japanese  -17.3 -19.1 -13.6
Foreign & Colonial  -12.2 -8.0 -0.6
Temple Bar  -8.8 -12.0 -9.7
Edinburgh Dragon 0 0 -3.0
Capital Gearing  -1 1.5 3.0
Standard Life Private Equity  -5.5 1.1 -2.8
Utilico Emerging Markets  5.3 5.4 -5.3
Henderson European Focus  -13.7 -9.7 -20.9
Adventurous choices      
Allianz Technology  -21.8 -14.4 4.4
Baillie Gifford Shin Nippon  -20.7 -16.1 -8.4
Pantheon International -8.8 -3.0 5.8
Schroder Asia Pacific  -4.7 -9.6 -11.8
JPMorgan European Smaller -18.1 -19.1 -20.6
Rights & Issues  -15.3 -12.8 -7.3
JPMorgan Emerging Markets 1.4 3.1 -1.6
Lowland -11.9 -11.4 -11.3
Monks -13.4 -13.4 -4.8
Index benchmarks      
FTSE All-Share  -10.3 -11.0 -9.5
FTSE World ex-UK  -11.0 -5.0 -2.7
Notes: the two trusts in italics have been removed from the portfolios and replaced. Please see text for full details. Constituents ranked by three-month performance Data source: FE Analytics as at 1 January 2019.      

 

 

The trust tips portfolios          
  % total return (income reinvested) after:        
  3 months 6 months 1 year 3 years Since 1 August 2014
Conservative portfolio  -8.1 -6.9 -6.1 28.9 58
Adventurous portfolio  -12.8 -10.8 -8.5 40.1 88.6
Index benchmarks          
FTSE All-Share  -10.3 -11.0 -9.5 19.5 36.5
FTSE World ex-UK index -11.0 -5.0 -2.7 44 73
Data source: FE Analytics, as at 1 January 2019.