November 2020 update: how the MoneyWeek investment trust portfolio has fared

How have our favourite investment trusts been doing? And what would we change?

Thank goodness for the Scottish Mortgage Investment Trust. Most of us at MoneyWeek are natural value investors. We have long been worried about the valuations in the growth and tech-orientated trust. But we are also well aware that the trust’s managers have a stunning record of stock-picking and performance. So we have long hedged our value-investing bets by holding Scottish Mortgage too.

Subscribe to MoneyWeek

Subscribe to MoneyWeek today and get your first six magazine issues absolutely FREE

Get 6 issues free
https://cdn.mos.cms.futurecdn.net/flexiimages/mw70aro6gl1676370748.jpg

Sign up to Money Morning

Don't miss the latest investment and personal finances news, market analysis, plus money-saving tips with our free twice-daily newsletter

Don't miss the latest investment and personal finances news, market analysis, plus money-saving tips with our free twice-daily newsletter

Sign up
Swipe to scroll horizontally
MoneyWeek Investment Trust Model Portfolio
Row 1 - Cell 0 Price at 3/11/20 (p)Most recent NAV (p)Discount/Premium (%)Dividendyield (%)Five-year return (%)
Caledonia Investments (LSE: CLDN)27003527.21-23.52.327.8
Law Debenture Corp (LSE: LWDB)524535.52-2.2519
Mid Wynd International (LSE: MWY)658640.632.70.9104.7
Personal Assets Trust (LSE: PNL)4490044261.311.41.235.9
RIT Capital Partners (LSE: RCP)18582000.5-7.11.926.7
Scottish Mortgage (LSE: SMT)10221021.140.10.3306.3
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.