John Baron's Investment Trust Portfolio 

Putting the spotlight on commercial property and KIDs

Putting the spotlight on commercial property and KIDs

The outlook for the commercial property sector in general is being understated by the market and this is providing a wealth of opportunities to the patient investor. And while the objective must always be to ensure portfolio balance relative to remit, sector exposure in strong commercial locations outside the south-east looks particularly appealing on a range of metrics.

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