John Baron's Investment Trust Portfolios

 

 

Growth Portfolio 
  
Bonds 
    New City High Yield IT6.5%
UK Shares 
    Standard Life Equity Income Trust IT6.0%
    Finsbury Growth & Income IT5.5%
    The Merchants Trust IT5.0%
    Chelverton Small Cos Div Trust IT4.5%
    Henderson Smaller Cos IT4.5%
    JPMorgan Mid Cap IT3.5%
    Oryx International Growth Fund IT3.0%
International Shares 
    Monks IT5.5%
    Henderson Far East Income IT4.5%
    European Assets IT 4.0%
    North American Income Trust IT4.0%
    Templeton Emerging Markets IT4.0%
    JPMorgan Japan Smaller Companies IT3.5%
    Edinburgh Worldwide IT3.0%
Themes 
    International Biotechnology IT4.0%
    Bluefield Solar Income Fund IT3.5%
    Herald IT3.5%
    Standard Life Private Equity Trust IT3.0%
    Golden Prospect Precious Metals IT3.0%
    Riverstone Energy IT2.5%
    Allianz Technology Trust IT2.5%
Commercial property 
    TR Property IT 4.0%
    Standard Life Property Income IT3.5%
  
Cash3.5%
Total100%
  
Holdings are rounded to the nearest 0.5% 
Income Portfolio  
  
Bonds 
    Invesco Perpetual Enhanced Income IT8.0%
    New City High Yield IT7.0%
    TwentyFour Select Monthly Income IT3.5%
UK Shares 
    Standard Life Equity Income Trust IT6.0%
    The Merchants Trust IT5.5%
    JPMorgan Mid Cap IT5.0%
    Acorn Income Fund IT4.0%
    Aberdeen Smaller Companies Income IT3.5%
International Shares 
    European Assets IT6.0%
    Henderson Far East Income IT6.0%
    JPMorgan Japanese IT4.0%
    North American Income Trust IT3.5%
Themes 
    Bluefield Solar Income Fund IT4.5%
    HICL Infrastructure Company IT4.0%
    International Biotechnology Trust IT4.0%
    City Natural Resources IT4.0%
    Utilico Emerging Markets IT3.5%
Commercial property 
    Standard Life Property Income IT5.5%
    F&C UK Real Estate Investment IT3.5%
    Regional REIT IT3.0%
  
Cash6.0%
Total100%
Portfolio Performance 01 Jan 2009 - 31 Oct 2017   
    
 Growth Income
Portfolio Total Return [%]258.6 200.4
MSCI WMA Total Return [%]143.4 110.7
Relative Performance [%]115.2 89.7
Yield [%]2.7 4.3
    
The MSCI WMA Growth and Income benchmarks are cited [Total Return] 
 

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