Adventurous investment trust portfolio

Each year Money Observer introduces its investment trust tips for the year ahead. Our selections are grouped into ‘adventurous’ and ‘conservative’ selections. Full details of the 2016/17 selections can be found in the August 2016 'Trust' supplement.

We monitor performance every three months, and suggest potential changes, to each of the portfolios. The adventurous selections below are picked from eight of the most popular investment trust sectors, plus a specialist selection.

Adventurous-conservative-portfolio-update-end-q1

These adventurous choices are designed for investors who are confident that markets will offer strong gains in the year ahead.

Most of the choices have concentrated portfolios and/or have gearing. That means they may fall disproportionately should markets falter. However they have also demonstrated their ability to recover strongly on the rebound.

At the start date of this portfolio on 1 August 2014 we invested a notional £1,000 in each choice at the mid price. Any subsequent changes are made using the valuation for the trust that is replaced.

Trading charges have not been factored into the performance of this portfolio.

 

You can view the most recent adventurous investment trust portfolio update here.

TODAY: Thursday 25 May 2017 TIME: 20:28

Investment Return Profit / Loss %
Holdings 9,000.00 13,510.05 +4,510.05 +50.11
Above figures in UK pound sterling.
Name Shares / Units Cost Current Value Profit / Loss
Allianz Technology Trust (ATT) 196 £5.018 £1,940.40 +956.87 (+97.29%)
Baillie Gifford Shin Nippon (BGS) 304 £3.246 £1,977.52 +990.74 (+100.40%)
BlackRock Frontiers IT (BRFI) 878 £1.16 £1,312.61 +294.13 (+28.88%)
Edinburgh IT (EDIN) 134 £6.675 £1,013.04 +118.59 (+13.26%)
Fidelity Asian Values (FAS) 286 £2.91 £1,135.42 +303.16 (+36.43%)
Foreign & Colonial IT (FRCL) 253 £4.55 £1,477.52 +326.37 (+28.35%)
Henderson European Focus (HEFT) 105 £9.35 £1,428.00 +446.25 (+45.45%)
Henderson Smaller Companies IT (HSL) 193 £5.11 £1,540.14 +553.91 (+56.16%)
Pantheon International Redeemable (PINR) 106 £11.75 £1,685.40 +439.90 (+35.32%)

Current value calculated using data at least 15 minutes delayed. Source: Interactive Investor.

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