There are some thematic results from our investment trust screen. Two of the trusts in our Top Ten portfolio focus on technology and there are other sector opportunities in mining and real estate and a regional Latin American trust.
The more concentrated plays are interesting for investors who may want to add risk to their portfolios. As are the funds focussed on smaller and mid-cap firms. With much uncertainty in the global economy, there is no guarantee if or when these investments will pay off but they offer an alternative position for a portion of capital, compared to the large cap strategies that have worked best in the current cycle, which is arguably approaching its end.
