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Welcome

The website reports on the progress of its nine real investment trust portfolios including same-day details of trades, revised weightings and yields. Members are notified whenever the website is updated – the last update being on 6 December 2019.

The portfolios achieve a range of investment strategies and income objectives with yields of up to 5.2%. Five portfolios pursue an investment journey which, over time, sees them increasingly diversify away from equities into other asset classes in order to reduce risk and so protect past gains, while generating a higher income.

The following ‘open’ pages contain more details:

  • Rationale: contains a summary of the nine portfolios and overview of website pages
  • Performance: shows the portfolios are performing well relative to benchmarks
  • Diversification: describes the five portfolios’ risk-adjusted journey which ends with a 5.0% yield
  • FAQs: addresses those questions most commonly asked by members
  • Investment policy: summarises our investment approach and history
  • Your views: allows members to ask questions not covered on the FAQs page
  • Subscription: allows visitors to register for a trial and members to log in

John Baron is founder of Equi Ltd, which runs the website. Since 2009, he has reported on investment trusts in his monthly Investors Chronicle column and regularly addresses investment seminars. He is preparing a further edition of ‘The Financial Times Guide to Investment Trusts’, and contributes to other publications including ‘The Investment Trusts Handbook 2019’.

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