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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:2 July 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 __Temple Bar IT 6
__Henderson Smaller Cos IT 5 __Murray Income IT 5
__Murray Income IT 5 __JPMorgan Mid Cap IT 4.5
__BlackRock Throgmorton IT 4.5 __Henderson Smaller Cos IT 4
__Finsbury Growth & Income IT 4 __Perpetual Income and Growth IT 3
__Schroder UK Mid Cap IT 3.5 . .
__Strategic Equity Capital 3.5 .
. . . .
International Shares . International Shares .
__Baillie Gifford Japan IT 7 __European Assets IT 6
__JPMorgan Japanese IT 5.5 __Henderson Far East Income IT 5
__European Assets IT 4.5 __JPMorgan Japanese IT 3.5
__Scottish Oriental Smaller Companies IT 4 __BlackRock Frontiers IT 2
__Fidelity China Special Situations IT 3 . .
__BlackRock Frontiers IT 3 . .
. . . .
Themes . . .
__International Biotechnology IT 6 Themes .
__Herald IT 5.5 __M&G High Income Inc shares IT 5
__The Biotech Growth IT 4 __International Biotechnology IT 3
__Utilico Emerging Markets IT 3 __Herald IT 2
__City Natural Resources IT 2 __HICL Infrastructure IT 2
. . __BlackRock Commodities Income IT 2
. . . .
Commercial Property . Commercial Property .
__TR Property IT 4.5 __Standard Life Property Income IT 6
__Standard Life Property Income IT 4 __TR Property IT 3
. . . .
Cash 2.5 Cash 1
. . . .
Total 100 Total 100
Holdings are rounded to the nearest 0.5% . . .
. . . .
. . . .
Portfolio Performance Jan 2009-July 2014 . . .
. Growth . Income
Portfolio Total Return [%] 127.1 . 109.7
APCIMS Total Return [%] 75 . 59.8
Relative Performance [%] 52.1 . 49.9
Yield [%] 2.2 . 4.3
. . . .
The WMA [formerly APCIMS] Growth and Income benchmarks are cited [Total Return] . . .

Latest about this portfolio

  1. Defying the doomsters

    Defying the doomsters

    03 July 2014

    John Baron explains his continued enthusiasm for both commercial property and Japan - despite the many voices of doom and gloom

  2. Buy China

    Buy China

    06 June 2014

    Over the years, both of John Baron’s portfolios have benefited from investing in unpopular sectors which then come right. Here he makes the case for China.

  3. Sticking with biotech

    Sticking with biotech

    08 May 2014

    Over the years, both of John Baron's portfolios' have benefited from being overweight the biotech sector. Despite the recent setback, he is keeping faith with the sector but makes changes to existing holdings.

  4. 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

  5. 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

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