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), 919 | Brunner Investment Trust PLC (BUT:LON), 1,328 | F&C Investment Trust PLC GBP (FCIT:LON), 1,046 | Alliance Witan PLC (ALW:LON), 1,160 | CC Japan Income And Growth Trust (CCJI:LON), 0 | Schroder Japan Trust PLC (SJG:LON), 244 | Pershing Square Holdings, Ltd. Public Class USD Accum.Shs (PSH:LON), 3,593 | JPMorgan American Investment Trust Plc (JAM:LON), 950 | Temple Bar Investment Trust PLC GBP (TMPL:LON), 297 | City of London Investment Trust PLC (CTY:LON), 467 | Edinburgh Investment Trust PLC (EDIN:LON), 764 | BlackRock Income and Growth Investment Trust PLC GBP (BRIG:LON), 198 | Murray Income Trust PLC (MUT:LON), 839

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Balancing act
Manchester & London Investment Trust PLC (MNL:LON), 0 | Scottish Mortgage Investment Trust Plc (SMT:LON), 919 | Brunner Investment Trust PLC (BUT:LON), 1,328 | F&C Investment Trust PLC GBP (FCIT:LON), 1,046 | Alliance Witan PLC (ALW:LON), 1,160 | CC Japan Income And Growth Trust (CCJI:LON), 0 | Schroder Japan Trust PLC (SJG:LON), 244 | Pershing Square Holdings, Ltd. Public Class USD Accum.Shs (PSH:LON), 3,593 | JPMorgan American Investment Trust Plc (JAM:LON), 950 | Temple Bar Investment Trust PLC GBP (TMPL:LON), 297 | City of London Investment Trust PLC (CTY:LON), 467 | Edinburgh Investment Trust PLC (EDIN:LON), 764 | BlackRock Income and Growth Investment Trust PLC GBP (BRIG:LON), 198 | Murray Income Trust PLC (MUT:LON), 839
- 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.