John Baron's Investment Trust Portfolios

Growth Portfolio 
  
Bonds 
    New City High Yield (NCYF)6.0%
    Henderson Diversified Income (HDIV) 3.5%
UK Shares 
    Finsbury Growth & Income (FGT)5.5%
    BlackRock Throgmorton Trust (THRG)4.5%
    Aberdeen Standard Equity Inc (ASEI)4.5%
    Henderson Smaller Cos (HSL)4.0%
    Montanaro UK Smaller Cos (MTU)4.0%
    Oryx International Growth Fund (OIG)3.5%
    Standard Life UK Smaller Cos (SLS)3.0%
International Shares 
    JPMorgan Japan Smaller Cos (JPS)4.5%
    North American Income Trust (NAIT)4.5%
    Henderson Far East Income (HFEL)4.0%
    Edinburgh worldwide (EWI)3.5%
    Templeton Emerging Markets (TEM)3.0%
Themes 
    Herald (HRI)5.0%
    HICL Infrastructure Company (HICL)4.5%
    International Biotechnology Trust (IBT)4.0%
    Bluefield Solar Income Fund (BSIF)3.5%
    Standard Life Private Equity (SLPE)3.0%
    BlackRock Commodities Income (BRCI)3.0%
    Allianz Technology Trust (ATT)2.5%
Commercial property 
    Standard Life Property Inc (SLI)4.5%
    TR Property (TRY)3.0%
  
Cash9.0%
Total100%


 

Income Portfolio  
  
Bonds 
    New City High Yield (NCYF)6.5%
    Invesco Perpetual Enhanced Inc (IPE)5.5%
    TwentyFour Select Monthly Inc (SMIF)3.0%
UK Shares 
    Aberdeen Standard Equity Inc (ASEI)5.0%
    The Merchants Trust (MRCH)5.0%
    Montanaro UK Smaller Cos (MTU)4.0%
    Invesco Perpetual UK Smaller Cos (IPU)3.0%
    Shires Income (SHRS)2.5%
International Shares 
    Scottish Mortgage Trust (SMT)5.5%
    North American Income Trust (NAIT)4.0%
    Henderson Far East Inc (HFEL)3.0%
    JPMorgan Japan Smaller Cos (JPS)2.5%
Themes 
    HICL Infrastructure Company (HICL)5.5%
    Bluefield Solar Income Fund (BSIF)5.0%
    SQN Asset Finance Inc Fund (SQN)4.5%
    City Natural Resources (CYN)3.0%
    Herald (HRI)3.0%
    Allianz Technology Trust (ATT)3.0%
    Utilico Emerging Markets (UEM)3.0%
Commercial property 
    Standard Life Property Inc (SLI)5.5%
    Regional REIT (RGL)3.5%
    AEW UK REIT (AEWU)2.5%
  
Cash12.0%
Total100%


 

Holdings are rounded to the nearest 0.5%
 

Portfolio Performance 1 Jan 2009 - 31 Dec 2018   
    
 Growth Income
Portfolio Total Return [%]238.6 188.3
MSCI WMA Total Return [%]135.1 105.1
Relative Performance [%]103.5 83.2
Yield [%]3.5 4.7
    
The MSCI WMA Growth and Income benchmarks are cited [Total Return] 

           

 

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