John Baron's Investment Trust Portfolios

Growth Portfolio 
    New City High Yield (NCYF)6.0%
UK Shares 
    Finsbury Growth & Income (FGT)5.5%
    Standard Life Equity Inc Trust (SLET)5.0%
    The Merchants Trust (MRCH)5.0%
    Henderson Smaller Cos (HSL)4.5%
    Chelverton Small Cos Div Trust (SDV)4.0%
    JPMorgan Mid Cap (JMF)3.5%
    Dunedin Smaller Cos (DNDL)3.0%
    Oryx International Growth Fund (OIG)3.0%
International Shares 
    Templeton Emerging Markets (TEM)5.0%
    JPMorgan Japan Smaller Cos (JPS)4.5%
    Henderson Far East Income (HFEL)4.5%
    European Assets Trust (EAT)4.0%
    North American Income Trust (NAIT)4.0%
    Edinburgh Worldwide (EWI)3.5%
    International Biotechnology Trust (IBT)4.0%
    Herald (HRI)3.5%
    Bluefield Solar Income Fund (BSIF)3.0%
    Standard Life Private Equity (SLPE)3.0%
    Golden Prospect Precious Metals (GPM)3.0%
    Riverstone Energy (RSE)2.5%
    Allianz Technology Trust (ATT)2.5%
Commercial property 
    TR Property (TRY)4.5%
    Standard Life Property Inc (SLI)3.5%


Income Portfolio  
    New City High Yield (NCYF)6.5%
    Invesco Perpetual Enhanced Inc (IPE)6.0%
    TwentyFour Select Monthly Inc (SMIF)3.5%
UK Shares 
    Standard Life Equity Inc Trust (SLET)6.0%
    The Merchants Trust (MRCH)5.5%
    JPMorgan Mid Cap (JMIF)5.0%
    Acorn Income Fund (AIF)4.0%
    Aberdeen Smaller Cos Inc (ASCI)3.5%
    Shires Income (SHRS)3.0%
International Shares 
    European Assets Trust (EAT)5.5%
    Henderson Far East Inc (HFEL)4.5%
    North American Income Trust (NAIT)3.5%
    JPMorgan Japanese (JFJ)3.0%
    HICL Infrastructure Company (HICL)5.0%
    Bluefield Solar Income Fund (BSIF)4.5%
    City Natural Resources (CYN)4.0%
    Utilico Emerging Markets (UEM)3.5%
    Allianz Technology Trust (ATT)2.5%
    International Biotechnology Trust (IBT)2.5%
Commercial property 
    Standard Life Property Inc (SLI)5.5%
    F&C UK Real Estate Investment (FCRE)3.5%
    Regional REIT (RGL)2.5%

Holdings are rounded to the nearest 0.5%

Portfolio Performance 01 Jan 2009 - 31 Jan 2018   
 Growth Income
Portfolio Total Return [%]268.1 205.0
MSCI WMA Total Return [%]147.2 113.3
Relative Performance [%]120.9 91.7
Yield [%]2.8 4.3


Latest about this portfolio

Subscribe today

Full access for just £3.37 a week:

• Tips and recommendations - to beat the market 
• Portfolio clinic & Mr Bearbull - build a well-planned portfolio 
• Expert tools - track and manage investments effortlessly
• Plus free delivery to your home or office

Subscribe Now