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.
Asia and techology led in the third quarter
|% total return (income reinvested) after:|
|3 mths||6 mths||1 year||3 years|
|Baillie Gifford Shin Nippon||5.8||27.6||43.9||162.4|
|Rights & Issues||-1.8||-2.0||14.1||125.5|
|Templeton Emerging Markets*||-4.7||-0.7||13.7||39.9|
|JPMorgan Global Growth & Income||-5.9||2.9||9.2||49.2|
|TR European Growth||-12.6||-6.4||14.4||77.1|
|FTSE World ex UK index||-4.2||0.5||2.7||37.8|
|FTSE All-Share index||-6.9||-2.3||1.3||18.6|
Notes: * Holding replaced by JPMorgan Emerging Markets in this review. Constituents ranked by three month performance. Not all of the constituents were members of each portfolio over the time periods