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%|
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
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