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 December 2017

Investment trust Ticker One-year total return Five-year total return Dividend yield Premium/ discount
Caledonia Investments LSE: CLDN 13.6% 109.2% 2% -19%
Personal Assets LSE: PNL 8.3% 26.4% 1.4% 1.4%
Scottish Mortgage LSE: SMT 43.2% 214.3% 0.69% 0.54%
RIT Capital LSE: RCP 12.1% 86.7% 1.6% 7.6%
Law Debenture Corporation LSE: LWDB 21.0% 73.1% 2.8% -8.5%
Temple Bar LSE: TMPL 13.0% 51.3% 3.2% -3.9%

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.

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