There’s no change afoot as Merryn Somerset Webb reviews our portfolio of investment trusts.
When I first produced the investment trust portfolio for you in summer 2012, I did warn you that the idea of reviewing it every six months was more an aspiration than a promise.
I also warned you that the reviews would be mostly entirely pointless, in that I was unlikely to make many changes – trading being the biggest enemy of performance there is. Both warnings were entirely justified.
The portfolio has been running for just over two years. We have reviewed it twice and made [...]
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