We set up the MoneyWeek investment trust portfolio in 2012 after readers suggested putting our money where our mouth was. We picked a portfolio of six London-listed investment trusts to give investors a global, all-weather portfolio with a wide array of investment styles and asset classes.
We’ve always preferred investment trusts to unit trusts – they tend to be cheaper, and research shows they outperform over the long term. The closed-ended structure of these vehicles also makes them more suitable for holding illiquid assets.
Gearing boost returns
What’s more, investment trusts, which are structured as has been taking advantage of to increase its exposure to Japan and reduce foreign currency risk (see my article last week for a full overview: ).
