Our investment trust screen looks to identify trusts that offer the magic combination of growth potential and value. This month, the output from our Greenblatt inspired methodology is an intriguing mix of global growth themes, that are good value relative to the funds' historic premium/discount range. As well as plays on global infrastructure and healthcare, the prominence of trusts targeting smaller companies is an interesting reflection of the rising opportunities in global markets for stock-pickers.
- The screen is still topped by UK Small-Cap fund Crystal Amber (CRS), which remains top pick for the 10-trust monthly portfolio selection.
- Other investment companies which retain a spot in the 10-trust selection from last month are: Worldwide Healthcare Trust (WWH), Polar Capital Technology (PCT) and Invesco Income Growth (IVI).
- The presence of Ecofin Global Utilities & Infrastructure (EGL) and Polar Capital Global Healthcare (PCGH) highlights additional plays on interesting long-term themes
- With a market cap of £2.5 billion, Alliance Trust (ATST) is the largest investment company to make the 10-trust selection.
