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.
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Table updated 14 December 2022
| Company | Price at 14/12/22 (p) | Estimated NAV (p) | Disc/prem (%) | Div yield (%) | One-yr return (%) |
| Caledonia Investments (LSE: CLDN) | 3,690.00 | 5,018.70 | -27.87 | 1.8 | -1.47 |
| Law Debenture Corporation (LSE: LWDB) | 778.00 | 754.83 | 2.01 | 4.76 | 3.60 |
| Mid Wynd International Investment Trust (LSE: MWY) | 716.00 | 697.71 | 1.90 | 1.01 | -15.88 |
| Personal Assets Trust (LSE: PNL) | 478.00 | 472.64 | 0.82 | 1.17 | -5.06 |
| RIT Capital Partners(LSE: RCP) | 2,015.00 | 2,420.00 | -16.32 | 1.75 | -25.32 |
| Scottish Mortgage Investment Trust (LSE: SMT) | 772.00 | 806.87 | -6.50 | 0.46 | -43.54 |
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