The MoneyWeek model portfolio: the top-six investment trusts to put in your Isa

MoneyWeek’s favourite investment trusts are top-notch long-term choices for your portfolio

Since 2012 we have been suggesting a small group of investment trusts for those of you who want to hold a diversified portfolio of funds run by active managers. I promised when we first wrote about it that I would update you on it occasionally (with the help of a panel made up of investment trust experts Sandy Cross, Alan Brierley and Simon Elliott) and change it even more occasionally.

I have mostly stuck to my guns on that. There are six trusts in the portfolio at present: Scottish Mortgage Investment Trust (LSE: SMT), Mid Wynd International Investment Trust (LSE: MWY), Caledonia Investments (LSE: CLDN), Personal Assets Trust (LSE: PNL), RIT Capital Partners(LSE: RCP) and Law Debenture Corporation (LSE: LWDB). So how are they doing? As a group, pretty well.

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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.