John Baron's Investment Trust Portfolios

Growth Portfolio 
  
Bonds 
    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%
    JPMorgan Mid Cap (JMF)3.5%
    Dunedin Smaller Cos (DNDL)3.0%
    Oryx International Growth Fund (OIG)3.0%
    Chelverton Small Cos Div Trust (SDV)2.5%
International Shares 
    European Assets Trust (EAT)5.5%
    Templeton Emerging Markets (TEM)5.0%
    JPMorgan Japan Smaller Cos (JPS)4.5%
    Henderson Far East Income (HFEL)4.5%
    North American Income Trust (NAIT)4.0%
    Edinburgh Worldwide (EWI)3.5%
    Atlantis Japan Growth Fund (AJG)2.5%
Themes 
    International Biotechnology Trust (IBT)4.0%
    Herald (HRI)3.5%
    Bluefield Solar Income Fund (BSIF)3.5%
    Standard Life Private Equity (SLPE)3.0%
    Golden Prospect Precious Metals (GPM)2.5%
    Riverstone Energy (RSE)2.5%
    Allianz Technology Trust (ATT)2.5%
Commercial property 
    Standard Life Property Inc (SLI)3.5%
    TR Property (TRY)2.5%
  
Cash5.5%
Total100%

 

Income Portfolio  
  
Bonds 
    New City High Yield (NCYF)6.5%
    Invesco Perpetual Enhanced Inc (IPE)5.5%
    TwentyFour Select Monthly Inc (SMIF)3.5%
UK Shares 
    Standard Life Equity Inc Trust (SLET)5.5%
    The Merchants Trust (MRCH)5.5%
    JPMorgan Mid Cap (JMIF)5.0%
    Aberdeen Smaller Cos Inc (ASCI)5.0%
    Acorn Income Fund (AIF)4.0%
    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%
Themes 
    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)6.0%
    F&C UK Real Estate Investment (FCRE)3.5%
    Regional REIT (RGL)2.5%
  
Cash6.0%
Total100%

Holdings are rounded to the nearest 0.5%

Portfolio Performance 01 Jan 2009 - 28 Feb 2018   
    
 Growth Income
Portfolio Total Return [%]262.4 202.4
MSCI WMA Total Return [%]142.7 110.0
Relative Performance [%]119.7 92.4
Yield [%]2.8 4.4
    
The MSCI WMA Growth and Income benchmarks are cited [Total Return] 

 

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