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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:1 April 2015
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 3.5 __Ishares Corp Bond Fund [GBP] ETF 8
. . __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 5.5
__JPMorgan Mid Cap IT 5.5 __Temple Bar IT 5
__Murray Income IT 5 __JPMorgan Mid Cap IT 4.5
__Henderson Smaller Cos IT 5 __Murray Income IT 4
__Perpetual Income & Growth IT 4 __Henderson Smaller Cos IT 4
__Acorn Income Fund IT 3 __Acorn Income Fund IT 2
__Strategic Equity Capital IT 2.5 . .
. . . .
International Shares . International Shares .
__European Assets IT 6 __European Assets IT 6.5
__JPMorgan Japanese IT 6 __Henderson Far East Income IT 5
__Fidelity China Special Situations IT 5 __JPMorgan Japanese IT 4
__Henderson Far East Income 5 . .
__JPMorgan European IT 4 . .
__Oryx International Growth Fund 2.5 . .
. . . .
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 3.5 __Utilico Emerging Markets IT 2.5
__Utilico Emerging Markets IT 2.5 __BlackRock Commodities Income IT 2
__Hansa Trust IT 2.5 __Herald IT 2
__City Natural Resources IT 2 . .
__Ecofin Water & Power Opportunities IT 2 .
. . . .
Commercial Property . Commercial Property .
__TR Property IT 4.5 __Standard Life Property Income IT 6.5
__Standard Life Property Income IT 3.5 __TR Property IT 3
. . . .
Cash 0.5 Cash 1
. . . .
Total 100 Total 100
Holdings are rounded to the nearest 0.5% . . .
. . . .
Portfolio Performance Jan 2009-Apr 2015 . . .
. Growth . Income
Portfolio Total Return [%] 166.8 . 134.4
APCIMS Total Return [%] 91.8 . 74.8
Relative Performance [%] 75 . 59.6
Yield [%] 2.8 . 4.1
. . . .
The WMA [formerly APCIMS] Growth and Income benchmarks are cited [Total Return] . . .
. . . .
. . . .

Latest about this portfolio

  1. Adding to Europe

    Adding to Europe

    10 April 2015

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

  2. 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

  3. Recycling profits

    Recycling profits

    06 February 2015

    Despite remaining positive about the sector, John Baron top-slices the Growth portfolio’s biotechnology exposure after a strong run.

  4. Challenging the China consensus

    Challenging the China consensus

    09 January 2015

    John Baron reflects on 2014’s performance and, in reminding readers of the constant need to question consensus, again recommends China.

  5. Finding Value: part 3

    Finding Value: part 3

    05 December 2014

    John Baron highlights two undervalued investment trusts – one because of its discount, the other because of its portfolio.

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