Investment Trust- Thoughts (July 2024)
For more information on Investment trusts visit:
Association of Investment Companies.
https://www.theaic.co.uk/
Free to sign up. On the site you can create portfolios, screen and compare Investment Trusts by Geographic region, Sector , Yield and more. A few Trusts who are not AIC members have limited data.
Jonathan Davies's website https://money-makers.co/.
You can also sign up(Paid membership) for insights on Investment Trusts from him and others. Weekly email and podcast .
Citywire do a daily Investment trust email. Free, does have sponsored content but keeps you up to-date with Investment Trust news.
https://citywire.com/investment-trust-insider
Trustnet have an Investment trust section. https://www.trustnet.com/
Plenty of performance data on that site.
Edison cover Investment Companies and do a monthly Investment trust round up. You can sign up for free.
https://www.edisongroup.com/equities/investment-companies/.
You can sign up for newsletters/fact sheets from most of the Investment Trusts on their websites.
For ETF's I use https://www.justetf.com/uk/. You can screen buy region, sector and see performance comparisons.
June2024 Investment Trust monthly performance.
Equity invested only.
Top 10
Foresight Sustainable Forestry (LON:FSF) +30.7%
Downing Strategic Micro-Cap Investment Trust (LON:DSM) +13.8%
New Star Investment Trust (LON:NSI) +13.4%
Manchester And London Investment Trust (LON:MNL) +12.3%
Molten Ventures (LON:GROW) +11.9%
Cordiant Digital Infrastructure (LON:CORD) +10.8%
Augmentum Fintech (LON:AUGM) +10.7%
abrdn New India Investment Trust (LON:ANII) +10.2%
Allianz Technology Trust (LON:ATT) +9.8%
India Capital Growth Fund (LON:IGC) +9.4%
Bottom 10
CT UK High Income Trust (LON:CHIB) -11.6%
Oryx International Growth Fund (LON:OIG) -9.9%
Blackrock Latin American Investment Trust (LON:BRLA) -8.9%
Jpmorgan China Growth & Income (LON:JCGI) -7.8%
Baillie Gifford China Growth Trust (LON:BGCG) -7.4%
Fidelity China Special Situations (LON:FCSS) -7.4%
Blackrock Throgmorton Trust (LON:THRG) -6.2%
Miton UK Microcap Trust (LON:MINI) -6.1%
Middlefield Canadian Income PCC (LON:MCT) -5.9%
Weiss Korea Opportunity Fund (LON:WKOF) -5.1%
All Sectors
Top 5
Foresight Sustainable Forestry (LON:FSF) +30.7%
Gresham House Energy Storage Fund (LON:GRID) +29%
Downing Strategic Micro-Cap Investment Trust (LON:DSM) +13.8%
New Star Investment Trust (LON:NSI) +13.4%
Manchester And London Investment Trust (LON:MNL) +12.3%
Bottom 5
Regional REIT (LON:RGL) …
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