Conservative 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 conservative selections below are picked from eight of the most popular investment trust sectors, plus a specialist selection. 

These conservative choices are designed for investors who want some market exposure (which is predominantly equities-based), but prefer a relatively cautious stance.

They may have a value orientation, hold a mix of assets, or prefer the higher dividend yields associated with less adventurous choices.

At the start date of the portfolio on 1 August 2014, we invested a notional £1,000 in each choice at the mid price. Any subsequent switches 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 conservative investment trust portfolio update here.

  Total return (income reinvested)
(%) after:
       
  3 mths 6 mths 1 yr 3 yrs Since 1 Aug 2014
Conservative choices          
BlackRock Throgmorton 20.7 22.1 60.5 108.9 177.47
Fidelity European Values 5.5 4.9 30.6 53.7 101.61
Bankers 5.2 7.3 29.9 52.3 103.53
JPMorgan Japanese 4.8 5.1 23.6 44.1 122.79
Asia Dragon 3.5 2.4 16.1 41.2 66.73
Troy Income and Growth 2.5 8 21.9 24 61.35
JPMorgan American 1.4 6.1 22.8 36.3 110.42
Capital Gearing 0.6 3.4 8.9 18.6 46.04
Utilico Emerging Markets 0 -0.9 19.6 36.3 55.66
Standard Life Private Equity -0.1 4.7 11.8 31.6 98.39
Conservative portfolio 4.4 6.2 23.7 41.5 81.3
FTSE All-Share index** 4.2 5.5 19.2 22 40

Notes: Constituents ranked by three-month performance. Not all constituents were members of the portfolios over the periods stated. **FTSE indices are provided as comparators for both portfolios. Portfolio inception date: 1 August 2014. Source: FE Analytics, as at 1 January 2020.

The trust tips portfolio          
  % total return (income reinvested) after:        
  3 mths 6 mths 1 yr 3 yrs Since launch
Conservative portfolio 4.4 6.2 23.7 41.5 81.3
Adventurous portfolio 11.4 10.1 28.6 53.8 111.2
Index benchmarks          
FTSE All-Share index** 4.2 5.5 19.2 22.0 40
FTSE World ex UK index** 1.3 5.3 23.1 35.9 101.7
Notes: Portfolio inception date is 1 August 2014.
Source: Data from FE Analytics as at 1 Jan 2020.