Edinburgh Investment Trust - Barnett sacked

[richfool]

From the EDIN annual report.. Quite a heavy holding of Oil and Tobacco (traditional dividend payers).

Further down the list, B.Land, Provident Financial, Easyjet, Capita, BT, GFS, TSCO,NRR. I don't think there would be many HYP-ers who would hold so many of these "challenged" businesses ( maybe 1 or 2 of the companies?). Throw in a couple of support services too. [/url]

If you are quoting from the Annual Report you are well out of date. Majedie took over at the beginning of March and changed most of the portfolio. See the post earlier in this thread.

The list you quote was the main reason that Barnett was sacked.
Dod

Quite. It will be (mildly for me) interesting to see the first factsheet from the new management:

Majedie Asset Management will produce the next factsheet in April showing data to 31 March 2020.

77ss, this was the portfolio as at 25th March 2020, link provided by the OP:

https://www.londonstockexchange.com/exc ... 80082.html

[Dod101]

Thanks richfool although it was actually monabri who overlooked the link that you have highlighted.

Dod

[77ss]

If you are quoting from the Annual Report you are well out of date. Majedie took over at the beginning of March and changed most of the portfolio. See the post earlier in this thread.

The list you quote was the main reason that Barnett was sacked.
Dod

Quite. It will be (mildly for me) interesting to see the first factsheet from the new management:

Majedie Asset Management will produce the next factsheet in April showing data to 31 March 2020.

77ss, this was the portfolio as at 25th March 2020, link provided by the OP:

https://www.londonstockexchange.com/exc ... 80082.html

Thanks richfool - I missed that and was detoured by monabri's March 2019 table.