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.

  % total return (income reinvested) after:    
  3 mths 6 mths 1 yr
Conservative choices      
BlackRock Throgmorton 17.5 -6.3 7.7
Temple Bar 16.0 5.8 11.6
Fidelity European Values 10.3 -2.6 9.0
Standard Life Private Equity 10.1 4.1 12.7
F&C 9.8 -3.6 12.1
Utilico Emerging Markets 7.4 13.1 5.5
Edinburgh Dragon Trust 6.7 6.7 6.7
JPMorgan Japanese 6.4 -12.0 -8.8
Capital Gearing 2.2 1.2 7.4
Adventurous choices      
Allianz Technology 25.4 -1.9 26.5
Monks 15.4 0.0 10.0
Schroder AsiaPacific 11.3 6.0 2.4
Baillie Gifford Shin Nippon 9.8 -12.9 -5.0
Troy Income & Growth 9.4 2.8 9.5
JPMorgan Emerging Markets 7.7 9.2 9.9
Pantheon Intenational 7.1 -2.3 11.1
JPMorgan European Smaller Cos 6.4 -12.9 -12.6
Rights & Issues 3.8 -12.0 -1.9
Index benchmarks      
FTSE All-Share index 9.4 -1.8 6.4
FTSE World ex UK index 9.6 -2.5 11.3
Notes: Constituents ranked by three-month performance. Not all constituents were members of the portfolios over the time periods stated. Trusts in italics are being switched or removed, see text for details.* Portfolio inception date. Data source: FE Analytics as at 1 April 2019.      

     

The trust tips portfolio          
  % total return (income reinvested) after:        
  3 mths 6 mths 1 yr 3 yrs Since 1 Aug 2014*
Conservative portfolio 9.4 0.6 6.3 43.2 60.9
Adventurous portfolio 10.8 -3.3 3.6 60.6 86.3
Index benchmarks          
FTSE All-Share index 9.4 -1.8 6.4 31.3 32.9
FTSE World ex UK index 9.6 -2.5 11.3 52.9 80.0
Data source: FE Analytics as at 1 April 2019.