Over the past three years, trusts with blended approaches rather than a strong tilt to growth or value have been at or near the top of the pack across the developed equities sectors, benefitting from their flexibility in a period of extreme style gyrations.

18 Jul 2024
Balancing act
Manchester & London Investment Trust PLC (MNL:LON), 0 | Scottish Mortgage Investment Trust Plc (SMT:LON), 1,091 | Brunner Investment Trust PLC (BUT:LON), 1,433 | F&C Investment Trust PLC GBP (FCIT:LON), 1,157 | Alliance Witan PLC (ALW:LON), 1,249 | CC Japan Income And Growth Trust (CCJI:LON), 0 | Schroder Japan Trust PLC (SJG:LON), 281 | Pershing Square Holdings, Ltd. Public Class USD Accum.Shs (PSH:LON), 4,424 | JPMorgan American Investment Trust Plc (JAM:LON), 1,071 | Temple Bar Investment Trust PLC GBP (TMPL:LON), 342 | City of London Investment Trust PLC (CTY:LON), 495 | Edinburgh Investment Trust PLC (EDIN:LON), 802 | BlackRock Income and Growth Investment Trust PLC GBP (BRIG:LON), 208 | Murray Income Trust PLC (MUT:LON), 892

Sign up for free to access
Get access to the latest equity research in real-time from 12 commissioned providers.
Get access to the latest equity research in real-time from 12 commissioned providers.
Balancing act
Manchester & London Investment Trust PLC (MNL:LON), 0 | Scottish Mortgage Investment Trust Plc (SMT:LON), 1,091 | Brunner Investment Trust PLC (BUT:LON), 1,433 | F&C Investment Trust PLC GBP (FCIT:LON), 1,157 | Alliance Witan PLC (ALW:LON), 1,249 | CC Japan Income And Growth Trust (CCJI:LON), 0 | Schroder Japan Trust PLC (SJG:LON), 281 | Pershing Square Holdings, Ltd. Public Class USD Accum.Shs (PSH:LON), 4,424 | JPMorgan American Investment Trust Plc (JAM:LON), 1,071 | Temple Bar Investment Trust PLC GBP (TMPL:LON), 342 | City of London Investment Trust PLC (CTY:LON), 495 | Edinburgh Investment Trust PLC (EDIN:LON), 802 | BlackRock Income and Growth Investment Trust PLC GBP (BRIG:LON), 208 | Murray Income Trust PLC (MUT:LON), 892
- Published:
18 Jul 2024 -
Author:
Josef Licsauer -
Pages:
7 -
Over the past three years, trusts with blended approaches rather than a strong tilt to growth or value have been at or near the top of the pack across the developed equities sectors, benefitting from their flexibility in a period of extreme style gyrations.