The MoneyWeek portfolio of investment trusts

MoneyWeek's editor-in-chief, Merryn Somerset Webb, has created a portfolio of six investment trusts.

Why investment trusts? Because they have a record of beating unit trusts, and tend to be cheaper; and because their closed structure means they can more easily make long-term value investments.

We’ve also called in a few experts – Simon Elliott from Winterflood, Alan Brierley from Canaccord Genuity, and the team from Rossie House, an Edinburgh-based private client manager (where, for the sake of transparency, we should tell you Merryn's husband works). They’ve all offered five suggestions for our portfolio, and Merryn's picked the ones she thinks work best for us. They are in the table below.

Portfolio last updated March 2019

Investment trust Ticker One-year return Total return NAV at 11/03/19 Prem/disc at 10/12/18 Fwd yield
Caledonia Investments CLDN 8.5% 86.1% 3,487 p -15.7% 2.0%
Personal Assets PNL 1.7% 23.7% 39,508p 1.4% 1.4%
Scottish Mortgage SMT 3.4% 307.4% 481p 2.3% 0.6%
RIT Capital RCP 8.5% 86.8% 1,865p 10.3% 1.6%
Law Debenture Corp LWDB 2.1% 26.8% 656p -10.4% 3.2%
Temple Bar TMPL 6.6% 14.2% 1,315p -2.5% 3.6%

Six investment trusts for your Isa

Looking for ideas on what to put in your Isa this year? MoneyWeek’s model investment trust portfolio might be a good place to start – and for those who are already invested, now might be a good time to rebalance

December 2018 update: the MoneyWeek model investment trust portfolio doubles its money

Our investment trust portfolio has been a great success. Merryn Somerset Webb assesses the outlook.

Time to review our investment trust portfolio

Our panel of experts analyses MoneyWeek’s investment trust portfolio and debates future opportunities for investors, as Merryn Somerset Webb explains.

MoneyWeek’s model investment trust portfolio – update February 2017

Merryn Somerset Webb gives an update on the progress of the MoneyWeek portfolio of investment trusts, and makes one change.

An update on MoneyWeek’s model portfolio – July 2016

When we introduced the MoneyWeek investment trust portfolio, we wanted stability, defensiveness, some exposure to growth, and some income. And we wanted not to have to change its composition very often. So how is it doing? Just fine.

How’s our investment trust portfolio faring?

Merryn Somerset Webb looks at how the MoneyWeek investment trust portfolio is getting along.

MoneyWeek portfolio: How our trusts have fared – September 2015 update

The MoneyWeek investment trust portfolio has done well by being left alone, says Merryn Somerset Webb. But now it’s time to add one more trust.

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

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

MoneyWeek portfolio of investment trusts - October 2013 update

Merryn Somerset Webb reviews our portfolio of investment trusts. What should you buy now, and which laggards should you drop?

MoneyWeek portfolio of investment trusts - January 2013 update

Who’s in and who’s out? Merryn Somerset Webb gives her six-month review of MoneyWeek’s investment trust portfolio.

The MoneyWeek model portfolio of investment trusts

What should the ideal portfolio contain? Merryn Somerset Webb reveals the six investment trusts we think will serve you well.

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