It was a challenge pulling together this month’s diverse portfolio of investment trusts. We don’t allow more than two trusts with similar investment specialism which was tricky as real estate investment trusts (REITs) and private equity funds of funds especially scored well.
- The top two trusts in the overall screen were both PE funds of funds, with Pantheon (PIN) and Standard Life PE (SLPE) occupying the spots and making the top ten portfolio.
- Regional REIT (RGL) and AEW UK (AEWU) also make the top ten, giving substantial exposure to UK commercial property.
- We had to hunt for the other six companies to produce a portfolio with more diverse themes but Alliance Trust (ATST) represents a core holding in global blue chips and trusts like Henderson Diversified Income (HDIV) and Caledonia (CLDN) offer different international investment approaches.
