Sunday, 1 February 2009

INVESTMENT TRUST PORTFOLIO

At the bottom of the FTSE 100 in October2008 I picked 8 Investment Trust stocks a mix of Asia, commodities, global and uk.
The stocks:
Asia Income Fund- from the Aberdeen Assett stable.
Abtrust New Dawn - from the Aberdeen Assett stable.
Alliance Trust-from there own stable
Blackrock Commodiies High Inc- from the Blackrock stable
City of London I.T- from the Henerson stable
Law Debentures- their own
SVM Global- from the Scottish Value stable
SVM UK ACTIVE fund - from the Scottish Value stable
I have invested in 6 of the 8 funds from time to time and are all good Investment trusts run by good managers.
The portfolio had a notional £200000 invested in 8 stocks and has done very well.
Note each date on the spreadsheet you can look at each date on the performance.
There as been some dividends accrued to the portfolio.


UPDATED 30.1.09

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