Screens are only ever a starting point for research, especially when it comes to portfolio construction, but the results of this month's screen highlight a couple of trusts that invest in large and liquid companies. These funds would be worth considering for part of the equities allocation of a balanced multi-asset portfolio.
- This month’s top 10 Investment trust screen throws up some larger companies that are suitable for core portfolio holdings including Scottish Mortgage Investment Trust (SMT) and F&C Investment Trust (FCIT).
- There are also trusts that can act as a vehicle to tilt portfolio exposure. Polar Capital Technology (PCT), JPM America (JAM) and the Bankers trust (BNKR) are ways to tap into big tech and payments growth.
- Other specialist trusts include Worldwide Healthcare (WWH), Ecofin Global Utilities and Infrastructure (EGL) and VPC Speciality Lending (VSL).
