Along with tech stocks, emerging markets and mining, European equities are highlighted by our investment trust screen.
- This month, Henderson has two European focussed trusts in our portfolio of ten investment companies – Henderson European Focus (HEFT) and Henderson Eurotrust (HNE).
- Technology is another theme that is represented with Polar Capital Technology (PCT).
- On the riskier end of the spectrum, emerging market opportunities are highlighted with the JPM Russian Securities (JRS) and Aberdeen New Thai (ANW) trusts.
- Private equity is an asset class that is getting plenty of attention. Electra Private Equity (ELTA) is in our top 10 but it has adopted a realisation strategy.
