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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 Jul 2015
Growth Portfolio % Income Portfolio %
Bonds . Bonds .
__Ishares Corp Bond Fund ex-Fin [GBP] ETF 6.5 __Ishares Corp Bond Fund ex-Fin [GBP] ETF 8.5
__New City High Yield IT 3.5 __Ishares Corp Bond Fund [GBP] ETF 7.5
. . __New City High Yield IT 6
. . __City Merchants High Yield IT 5.5
. . __Invesco Perpetual Enhanced Income IT 5.5
. . . .
UK Shares . UK Shares .
__Finsbury Growth & Income IT 6.5 __Perpetual Income and Growth IT 6
__JPMorgan Mid Cap IT 6 __Temple Bar IT 5
__Henderson Smaller Cos IT 5.5 __JPMorgan Mid Cap IT 5
__Standard Life Equity Income IT 5 __Standard Life Equity Income IT 5
__Perpetual Income & Growth IT 4 __Henderson Smaller Cos IT 4.5
__Acorn Income Fund IT 3.5 __Acorn Income Fund IT 2.5
__Strategic Equity Capital IT 3 . .
. . . .
International Shares . International Shares .
__European Assets IT 6 __European Assets IT 6
__JPMorgan Japanese IT 6 __Henderson Far East Income IT 4.5
__Fidelity China Special Situations IT 5 __JPMorgan Japanese IT 4
__Henderson Far East Income 4.5 . .
__JPMorgan European IT 3.5 . .
__Oryx International Growth Fund 3 . .
. . . .
Themes . Themes .
__International Biotechnology IT 4.5 __International Biotechnology IT 4.5
__Herald IT 4 __M&G High Income Inc shares IT 4
__The Biotech Growth IT 3 __Utilico Emerging Markets IT 2.5
__Utilico Emerging Markets IT 2.5 __Herald IT 2
__Hansa Trust IT 2 __BlackRock Commodities Income IT 1.5
__City Natural Resources IT 2 . .
__Ecofin Water & Power Opportunities IT 2 .
. . . .
Commercial Property . Commercial Property .
__TR Property IT 4 __Standard Life Property Income IT 6
__Standard Life Property Income IT 3.5 __TR Property IT 3
. . . .
Cash 1 Cash 0
. . . .
Total 100 Total 100
Holdings are rounded to the nearest 0.5% . . .
. . . .
Portfolio Performance Jan 2009-Jul 2015 . . .
. Growth . Income
Portfolio Total Return [%] 169.8 . 134.2
APCIMS Total Return [%] 86.4 . 70.4
Relative Performance [%] 83.4 . 63.8
Yield [%] 2.7 . 4.1
. . . .
The WMA [formerly APCIMS] Growth and Income benchmarks are cited [Total Return] . . .
. . . .
. . . .

Latest about this portfolio

  1. Staying invested

    Staying invested

    10 July 2015

    Despite recent market turbulence, John Baron reminds readers of the importance of staying invested. He also revisits one of his favourite holdings in light of recent eurozone developments.

  2. Ensuring dividend diversification

    Ensuring dividend diversification

    05 June 2015

    John Baron highlights the importance of diversifying a portfolio's income generation, and further builds exposure to UK smaller companies

  3. Flying the flag

    Flying the flag

    08 May 2015

    John Baron continues to believe the UK market looks attractive - particularly smaller companies paying good dividends

  4. Adding to Europe

    Adding to Europe

    10 April 2015

    John Baron makes the case for European markets and increases his exposure

  5. The importance of dividends

    The importance of dividends

    06 March 2015

    John Baron reminds readers why he is still pursuing an income bias within his portfolios

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