Since launching Alpha, the monthly investment trust screen has proved particularly popular with subscribers and we’ve decided to boost our coverage by providing a more in depth look at the trusts highlighted each month.
Specifically, I will be casting an eye over the trusts that make up the 10 stock portfolio. These stocks fit with specific rules (below) that ensure a degree of diversity in the selection of trusts but still give scope for distinct investment themes to emerge. And while this screen, like almost all screens run by the Investors Chronicle, is considered a source of ideas for further research rather than an off-the-shelf portfolio, the back test of the 10-trust rules over the last 15 years suggest they do considerably enhance the performance of the screen.
Here's a recap on how the screen works: