IPE and HDIV

[JNC3]

IPE (JB's Autumn) and HDIV (JB's Winter) were both parts of John Baron's income portfolios. They have fallen back recently. IPE is now below its NAV.

Do any other readers hold these and are you thinking of selling ?

[Noiseboy]

I've held and added to IPE over several years in my ISA, It has proved a nice steady earner with it's above average quarterly dividend.
I have just voted against the resolution to oust the board of directors , (AJ Bell allowed me a vote for my shares)
Personally I think a cheaper manager can be found!

[JNC3]

From the thread below it looks like the issue with Invesco (IPE) has been resolved
https://lemonfool.co.uk/viewtopic.php?f=54&t=11344


I also hold HDIV which has declined over the last few months

Does anyone know if HDIV is still included in John Baron's winter portfolio ?

[monabri]

Does anyone know if HDIV is still included in John Baron's winter portfolio ?

It was as of last week when my 7 day trial expired.

It was 5% of the Winter p/f.

[JNC3]

HDIV seems to have a lower yield than IPE and a similar FE risk score. Does anyone hold HDIV ?

[StOmer]

Yes, it is 5% in the Winter portfolio. Not in the Dividend portfolio.