July 2018
Strategy
The Bulletproof Income Portfolio
Our Bulletproof Income Portfolio was set up to illustrate the benefits of investment trusts in providing a stable income...
25 Jul
25 Jul
Strategy
The Evergreen Annuity Portfolio
Our Evergreen Annuity Portfolio was set up to provide a high income, rising at least in line with inflation...
25 Jul
25 Jul
Strategy
The devil and the deep blue sea...
We are making a number of changes to our model portfolios, which have prospered (for the most part!) in a challenging environment...
25 Jul
25 Jul
June 2018
Fund Research
Standard Life UK Smaller Companies
A quality growth small-cap trust with a long-term track record of outperformance through a buy and hold approach...
19 Jun
19 Jun
Fund Research
Aberdeen Standard Equity Income
A highly-differentiated UK trust which, thanks to the manager’s unconstrained approach, generates the majority of its income away from the most popularly-held stocks in the sector...
13 Jun
13 Jun
May 2018
Fund Research
UK Commercial Property REIT
UK Commercial Property Trust (UKCM) is a large and liquid portfolio of commercial properties that aims to generate an attractive income with the potential for capital growth...
29 May
29 May
Fund Research
Standard Life Investments Property Income
This cautiously positioned trust has generated one of the highest incomes in the sector in the last three years...
11 May
11 May
March 2018
Income
The search for discounted yield
We scour the investment trust universe for trusts offering chunky yields on a discount...
22 Mar
22 Mar
Fund Research
Aberdeen Asian Income
A solid income producing trust that offers a sturdy yield of 4.3% via a portfolio of high quality, cash generative companies, managed by a highly experienced team led by Hugh Young...
22 Mar
22 Mar
November 2017
Model portfolio
Under pressure
Our model portfolio designed as an annuity alternative is coping so far, but may struggle to keep pace with inflation at this rate…
20 Nov
20 Nov
Fund research
Aberdeen Asian Income
A portfolio of UK equities with a focus on companies that can generate attractive income and capital growth.
29 Nov
29 Nov
Fund research
Aberdeen Diversified Income & Growth
A very broadly diversified portfolio which aims to generate an “attractive” yield though a low volatility multi-asset approach
20 Nov
20 Nov
Fund research
Standard Life UK Smaller Companies
A best in class growth portfolio run by an experienced team...
02 Nov
02 Nov
October 2017
Fund Research
UK Commercial Property REIT
A conservatively managed UK property trust with a focus on industrial and defensive, dominant ‘out of town’ retail properties
30 Oct
30 Oct
Fund research
Standard Life Investments Property Income
A top-performing property trust aiming for a high but sustainable yield...
25 Oct
25 Oct
September 2017
Asset allocation
Not the usual suspects...
As equity valuations continue to defy logic, we identify the trusts least correlated to their fortunes...
27 Sep
27 Sep
Fund research
Aberdeen Diversified Income & Growth
We examine this very broadly diversified multi-asset fund, a constituent of our model portfolio, now that the dust has settled...
27 Sep
27 Sep