Search found 76 matches

by StOmer
April 24th, 2019, 7:16 pm
Forum: Investment Trusts and Unit Trusts
Topic: Strategic Equity Capital.
Replies: 8
Views: 434

Re: Strategic Equity Capital.

I think the 'good run' was under the previous manager Stuart Widdowson who left for Odyssean. If I have this right then RIT Capital Partners is a major partner with SEC whilst Chris Mills of Harwood is backing Odyssean.
by StOmer
April 17th, 2019, 8:09 am
Forum: Investment Trusts and Unit Trusts
Topic: Fundsmith - Terry Smith commentary.
Replies: 71
Views: 8632

Re: Fundsmith - Terry Smith commentary.

I thought that the 'I' class was institutional which allows 'institutions' such as fund platforms to purchase them as the buys/sells are in their name and not the account holders name. This was how Vanguard operated initially when requiring purchases of 100k or more for their LifeStrategy funds. The...
by StOmer
April 16th, 2019, 11:52 am
Forum: Investment Trusts and Unit Trusts
Topic: JPMorgan I Ts on the move
Replies: 6
Views: 659

Re: JPMorgan I Ts on the move

Sorry but unable to help. Quite a few of these schemes are/have moved recently. I guess they move to whichever gives them the best deal so it may be worth shopping around for your circumstances. I'm with Hargreaves Lansdown for my IT's as they come in at an annual cost of zero to hold in a Fund &...
by StOmer
April 13th, 2019, 12:54 pm
Forum: Investment Trusts and Unit Trusts
Topic: Selftrade charges
Replies: 8
Views: 595

Re: Selftrade charges

£70 per year seems reasonable at the moment. I would probably stay with your current provider if happy with their service. I am with Hargreaves Lansdown who are considered expensive although for IT's I pay just £45 per year for the ISA and £0 for the Fund & Share a/c. The dealing charge is £11.9...
by StOmer
April 4th, 2019, 9:52 pm
Forum: Investment Trusts and Unit Trusts
Topic: Brunner AGM
Replies: 6
Views: 452

Re: Brunner AGM

Quite possibly. When Aviva sold Witan the IT dropped around 7%.
by StOmer
April 2nd, 2019, 5:07 pm
Forum: Investment Trusts and Unit Trusts
Topic: AIC Income Builder - Free Virtual Portfolio Tool
Replies: 53
Views: 2959

Re: AIC Income Builder - Free Virtual Portfolio Tool

kempiejon wrote:... I assume the greyed out companies might come at a future date,
Probably not unless they join the AIC.
by StOmer
March 24th, 2019, 10:12 pm
Forum: Investment Trusts and Unit Trusts
Topic: Hawksmoor
Replies: 2
Views: 796

Re: Hawksmoor

...PNL, CGT, RICA seem to come up each time this subject arises, these seem to take a slightly different "fund of funds" approach. Do you regard PNL as a fund of funds? I'd term it very cautious, heavy on treasuries and gold type of thing with a long history of betting against the current...
by StOmer
March 22nd, 2019, 12:30 pm
Forum: Investment Trusts and Unit Trusts
Topic: Schiehallion Fund
Replies: 11
Views: 849

Re: Schiehallion Fund

In small print in the Issue Statistics - "The minimum subscription per investor is US$5 million." Oh dear, that puts me off this offering then. Dod The wording of the Prospectus does I think indicate institutuional clients only, I did wonder though if the likes of AJBell and HL may be abl...
by StOmer
March 20th, 2019, 9:17 pm
Forum: Investment Trusts and Unit Trusts
Topic: Schiehallion Fund
Replies: 11
Views: 849

Re: Schiehallion Fund

Isn't it institutional only, something like a minimum investment of a million or so? The prospectus states Ordinary Shares are only meant for non-retail investors. As such, investors in the Company are expected to be 'professional investors' The State Board of Administration of Florida (acting on be...
by StOmer
March 20th, 2019, 3:52 pm
Forum: Investment Trusts and Unit Trusts
Topic: Fundsmith - Terry Smith commentary.
Replies: 71
Views: 8632

Re: Fundsmith - Terry Smith commentary.

The video was interesting, perhaps a bit too similar to previous ones but as his strategy has not changed then that is to be expected. Gives a good account of the reason behind purchasing Facebook which seems to have upset a few. Batted off the complaint of too many white males within the company an...
by StOmer
March 20th, 2019, 3:47 pm
Forum: Investment Trusts and Unit Trusts
Topic: Mid Wynd International.
Replies: 2
Views: 461

Re: Mid Wynd International.

I hold this one which is a bit different from the likes of Scottish Mortgage so for me it is a decent companion, interesting reports that are worth reading. Usually trades on a small premium but you can occasionally catch it on a small discount.
by StOmer
March 10th, 2019, 9:01 am
Forum: Investment Trusts and Unit Trusts
Topic: Growth Portfolio IT picks
Replies: 27
Views: 3096

Re: Growth Portfolio IT picks

Lindsell Train IT has become a dominant holding due to its out-performance. I have even begun selling it down to avoid concentration (though why move a way from a winner!) A persistent concern for me also but this time with Sottish Mortgage and a few others. Last year SMT had exceeded my limit but ...
by StOmer
March 6th, 2019, 3:43 pm
Forum: Taxes
Topic: Can I re-buy investment within 30 days
Replies: 3
Views: 258

Re: Can I re-buy investment within 30 days

Thanks everyone, a great help.
by StOmer
March 6th, 2019, 1:34 pm
Forum: Taxes
Topic: Can I re-buy investment within 30 days
Replies: 3
Views: 258

Can I re-buy investment within 30 days

Hi,
I believe that if I sell an investment any gain counts towards the Capital Gains Tax allowance. If I sell the investment in a non-ISA a/c and then buy it back in the ISA a/c, can I do this within the 30 days limit without penalty? I think this is known as bed & ISA
Thanks.
by StOmer
March 5th, 2019, 8:07 am
Forum: Investment Trusts and Unit Trusts
Topic: Caledonia
Replies: 21
Views: 1770

Re: Caledonia

The table came out fine, well done. What figures are you showing, is it NAV or price? AIC shows Caledonia as gaining 72% on its price over 5 yrs compared to the tables 37.67% over 4 1/2yrs. I'm still holding it.
by StOmer
March 4th, 2019, 11:40 am
Forum: Investment Trusts and Unit Trusts
Topic: Caledonia
Replies: 21
Views: 1770

Re: Caledonia

No apology needed, hopefully we can allow different views here. Temple Bar, Scottish etc have seemingly been 'off the ball' but tats suggest they will have their. I like Caledonia although the narrowing discount has moved it from a hold to a watch for me as it has a history of failing to maintain a ...
by StOmer
March 4th, 2019, 9:27 am
Forum: Investment Trusts and Unit Trusts
Topic: Caledonia
Replies: 21
Views: 1770

Re: Caledonia

I read in a recent post that someone thought Caledonia a dog and decided to do some numbers....Dod Yes, that was me :-) The point perhaps being forgotten is that until recently Caledonia was in the Global Growth category where it was a serial underperformer. Now that it sits alongside Personal Asse...
by StOmer
March 1st, 2019, 4:24 pm
Forum: Investment Trusts and Unit Trusts
Topic: Simplifying my ITs
Replies: 8
Views: 1187

Re: Simplifying my ITs

Hi, I guess it depends on whether you like to get involved with the investments. For my grandchildren, I put them 100% into Foreign & Colonial but for myself, I like to get my hands dirty so prefer a portfolio of a few IT's. I did subscribe to the JB portfolios and found them very interesting. H...
by StOmer
February 18th, 2019, 7:35 pm
Forum: Investment Strategies
Topic: Active funds take more risk in vain search of higher returns
Replies: 19
Views: 1590

Re: Active funds take more risk in vain search of higher returns

So which active fund or funds are you recommending to buy today to outperform passives, just so we can see how good your crystal ball is. ;) Me personally I do my own investing so I'm an active fund manager for myself with the addition of a % of passive ETFs that track specific HY indices. I did no...
by StOmer
February 18th, 2019, 8:23 am
Forum: Investment Strategies
Topic: Active funds take more risk in vain search of higher returns
Replies: 19
Views: 1590

Re: Active funds take more risk in vain search of higher returns

Well, if you compare the Vanguard 100% fund with the portfolio then you get £248,100 versus £203,166, an outperformance of £45k from £100k over 7 1/2 years. I think claiming that OEICS and IT's are a different form of 'active' is stretching it a little. It is quite easy to select a portfolio of OEIC...

Go to advanced search