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IC investment trust income portfolios: 12 months on

Taha Lokhandwala checks in with our two investment trust income portfolios to see which one has paid the most
IC investment trust income portfolios: 12 months on

Volatility has been prevalent over the 12 months to 30 September 2018 with substantial falls in the first three months of this year. But a strong recovery from April helped MSCI All Country World index rise 13 per cent over the 12 months to 30 September 2018.

Our two investment trust income portfolios also experienced volatility over the 12 months to 30 September. But they both made a positive return and maintained a good yield. Well-diversified asset allocations and strong performance from individual portfolio holdings helped them achieve this result.

The portfolios are put together by David Liddell, chief executive of online investment service IpsoFacto Investor, and Simon Moore, senior investment manager at Seven Investment Management

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