Both our trust portfolios recovered well over the three months to 1 April: the conservative portfolio matched the rise in the FTSE AllShare index and the adventurous portfolio pulled ahead of it slightly.
investment trust tips
There were few hiding places for equity investors in the last quarter of 2018, with US, Japanese, European and UK markets all suffering double-digit setbacks, while Asia ex Japan and emerging markets were also in the red, if less severely so.
The bull market in bonds is ending. But with inflation and interest rates slow to stir, bond exposure still makes sense.
The annual cautious and adventurous portfolios are beating index benchmarks, aided by Asian and techfocused trusts.
Woodford Patient Capital remians popular, while broader economic and business trends have resulted in some new entrants.
While some tipped trusts have bucked the past quarter's stagnant markets, one has not kept up and is being replaced.
Terry Smith’s emerging market trust’s performance has lagged rivals since launch – but those buying today can pick up shares on the cheap.
Our latest investment trust bargain hunter takes a look at two funds run by the same fund manager – one is on a small premium, but the other is offering a discount of 11 per cent.
A trio of our conservative tips achieved double-figure share price total returns in the second quarter of 2017, helping the conservative portfolio to slightly outperform the adventurous portfolio for the first time in a while.