MoneyWeek portfolio: How our trusts have fared - August 2014 update

There’s no change as Merryn Somerset Webb reviews our portfolio of investment trusts.

There's no change as Merryn Somerset Webb reviews our portfolioof 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.

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BH MacroBHMG15/06/20121,948p11/10/20132,056p5.54%5.54%
Caledonia Inv.CLDN11/10/20131,830pn/a2,154p17.70%20.43%
Personal AssetsPNL15/06/201236,000pn/a34,055p-5.40%-1.85%
Scottish Mortgage*SMT15/06/2012642pn/a219p70.56%76.20%
Finsbury GrowthFGT15/06/2012331.75pn/a508.5p53.28%60.52%
RIT CapitalRCP15/06/20121,238pn/a1,338p8.08%11.78%
3i Infrastructure3IN15/06/2012124pn/a139.2p12.26%27.14%
Portfolio return**27.16%33.47%
FTSE All ShareRow 8 - Cell 1 25.71%35.54%
MSCI World***Row 9 - Cell 1 33.02%40.80%
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* Return adjusted for 5-for-1 stock split on 30/6/14
** Assumes BH Macro holding rolled into Caledonia
*** Returns in pounds sterling
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BH MacroBHMGSOLD 11/10/13
Caledonia Inv.CLDN2,311p2,521p9.09%-26.28%-17.04%2.3%
Personal AssetsPNL33,675p33,734p0.18%6.46%0.94%1.6%
Scottish Mortgage*SMT138.7p224.5p61.86%-8.02%-2.51%1.4%
Finsbury GrowthFGT328.2p501p52.65%1.07%1.47%2.1%
RIT CapitalRCP1,211p1,398p15.44%2.18%-4.48%2.2%
3i Infrastructure3IN119p126.4p6.22%4.03%9.20%4.8%
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Merryn Somerset Webb

Merryn Somerset Webb started her career in Tokyo at public broadcaster NHK before becoming a Japanese equity broker at what was then Warburgs. She went on to work at SBC and UBS without moving from her desk in Kamiyacho (it was the age of mergers).

After five years in Japan she returned to work in the UK at Paribas. This soon became BNP Paribas. Again, no desk move was required. On leaving the City, Merryn helped The Week magazine with its City pages before becoming the launch editor of MoneyWeek in 2000 and taking on columns first in the Sunday Times and then in 2009 in the Financial Times

Twenty years on, MoneyWeek is the best-selling financial magazine in the UK. Merryn was its Editor in Chief until 2022. She is now a senior columnist at Bloomberg and host of the Merryn Talks Money podcast -  but still writes for Moneyweek monthly. 

Merryn is also is a non executive director of two investment trusts – BlackRock Throgmorton, and the Murray Income Investment Trust.