John Baron's Investment Trust Portfolios

Growth Portfolio 
  
Bonds 
    New City High Yield IT7%
UK Shares 
    Finsbury Growth & Income IT6.5%
   The Merchants Trust IT5.5%
    Standard Life Equity Income Trust IT6%
    Oryx International Growth Fund IT3%
    Chelverton Small Cos Div Trust IT4.5%
    Henderson Smaller Cos IT4.5%
    JP Morgan Mid-Cap IT3.5%
International Shares 
    North American Income Trust IT5%
    Monks IT6%
    Henderson Far East Income IT5%
    JPMorgan Japan Smaller Companies IT4%
    European Assets IT 4%
    Templeton Emerging Markets 2.5%
Themes 
    City Natural Resources IT3.5%
    International Biotechnology IT5%
    Standard Life Private Equity Trust IT3%
    Golden Prospect Precious Metals IT3%
    Herald IT3%
    Bluefield Solar Income Fund IT3.5%
Commercial property 
    Standard Life Property Income IT3.5%
    TR Property IT 5.5%
  
Cash3%
Total

100%

Income Portfolio  
  
Bonds 
    Invesco Perpetual Enhanced Income IT8.5%
    New City High Yield IT7%
    TwentyFour Select Monthly Income3.5%
UK Shares 
    Perpetual Income and Growth IT6%
    Standard Life Equity Income Trust IT4.5%
    JPMorgan Mid Cap IT4.5%
    Acorn Income Fund IT5%
   The Merchants Trust IT5.5%
International Shares 
    Henderson Far East Income IT6%
    European Assets IT6%
    North American Income Trust IT3.5%
    JPMorgan Japanese IT4%
Themes 
    City Natural Resources IT4%
    Bluefield Solar Income Fund IT5%
    International Biotechnology Trust IT4%
    Utilico Emerging Markets IT3.5%
Commercial property 
    Standard Life Property Income IT6%
    F&C UK Real Estate Investment IT3.5%
    Regional Reit IT3%
  
Cash6%
Total100%
Portfolio Performance 01 Jan 2009 - 30 Jun 2017   
    
 Growth Income
Portfolio Total Return [%]238.0 189.2
WMA Total Return [%]134.2 104.5
Relative Performance [%]103.8 84.7
Yield [%]3.2 4.5
    

The WMA [formerly APCIMS] Growth and Income benchmarks are cited [Total Return] 

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