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John Baron's Investment Trust Portfolio

ABOUT THIS PORTFOLIO

A portfolio of investment trusts designed to generate growth and income

tips-and-ideas/our-portfolios/investment-trust-portfolio

Portfolio performance investment-trust-portfolio

performance to:3 April 2014
Growth Portfolio % Income Portfolio %
Bonds . Bonds .
__Ishares Corp Bond Fund ex-Fin [GBP] ETF 7.5 __Ishares Corp Bond Fund ex-Fin [GBP] ETF 9
__New City High Yield IT 2.5 __Ishares Corp Bond Fund [GBP] ETF 8
. . __New City High Yield IT 7.5
. . __City Merchants High Yield IT 6
. . __Invesco Perpetual Enhanced Income IT 6
. . . .
UK Shares . UK Shares .
__JPMorgan Mid Cap IT 6.5 __Temple Bar IT 6
__Henderson Smaller Cos IT 5.5 __JPMorgan Mid Cap IT 5.5
__BlackRock Throgmorton IT 5 __Murray Income IT 5
__Finsbury Growth & Income IT 4 __Henderson Smaller Cos IT 4.5
__JPMorgan Smaller Cos IT 4 __Perpetual Income and Growth IT 3
__Montanaro UK Smaller Cos IT 4 . .
__Schroder UK Mid Cap IT 4 . .
__Strategic Equity Capital 3.5 .
. . . .
International Shares . International Shares .
__Baillie Gifford Japan IT 6.5 __European Assets IT 6.5
__European Assets IT 5 __Henderson Far East Income IT 5
__Jupiter European Opportunities IT 4 __JPMorgan Japanese IT 3.5
__JPMorgan Japanese IT 3.5 __BlackRock Frontiers IT 2
__Scottish Oriental Smaller Companies IT 3.5 . .
__BlackRock Frontiers IT 3 . .
. . . .
Themes . . .
__The Biotech Growth IT 6 Themes .
__Herald IT 5.5 __M&G High Income Inc shares IT 4.5
__International Biotechnology IT 4.5 __The Biotech Growth IT 2.5
__Utilico Emerging Markets IT 3 __Herald IT 2
__City Natural Resources IT 2 __HICL Infrastructure IT 2
. . __BlackRock Commodities Income IT 1.5
. . . .
Commercial Property . Commercial Property .
__Standard Life Property Income IT 3 __Standard Life Property Income IT 6
__TR Property IT 3 __TR Property IT 3
. . . .
Cash 1 Cash 1
. . . .
Total 100 Total 100
Holdings are rounded to the nearest 0.5% . . .
. . . .
. . . .
Portfolio Performance Jan 2009-Apr 2014 . . .
. Growth . Income
Portfolio Total Return [%] 129.7 . 107.8
APCIMS Total Return [%] 71.1 . 56.7
Relative Performance [%] 58.6 . 51.1
Yield [%] 2 . 4.4
. . . .
The WMA [formerly APCIMS] Growth and Income benchmarks are cited [Total Return] . . .

Latest about this portfolio

  1. Seeking value

    Seeking value

    04 April 2014

    John Baron is sticking with his equity 'growth' strategy, despite 'value' making a comeback in March, but remains mindful of the importance of value strategies in a low growth world

  2. Searching for Income

    Searching for Income

    06 March 2014

    John Baron makes changes to the Income portfolio at a time when higher-yielding trust discounts have all but disappeared

  3. Refining the growth strategy

    Refining the growth strategy

    06 February 2014

    Both portfolios have made a good start to 2014 by essentially holding their value despite a turbulent January. But John Baron is now tweaking the strategy guiding the Growth portfolio

  4. A good five years

    A good five years

    09 January 2014

    John Baron reflects on the purpose and rationale of his investment trust portfolios, and considers some possible lessons going forward.

  5. Time to rebalance

    Time to rebalance

    06 December 2013

    Following the last few months when no changes have been required, John Baron is rebalancing both portfolios after their strong run this year despite his positive outlook for equity markets. He uses the opportunity to revisit strategy and holdings.

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