The investment companies research team at Winterflood has revealed its investment trust model portfolio for 2019, which includes 12 new names and ten disposals from last year's list, and which aims to take advantage of "proven managers" as well as value opportunities in the sector.
Now counting 35 names (down from 41 last year), the model portfolio has an average discount of 4.3% and a weighted average dividend yield of 3.1%. In UK equities, the team has removed Alastair Mundy's...
Kaynor assumes role
Latest news and analysis
Moves to overweight equities and fixed income
Industry Voice Sponsored by T.Rowe Price: With market volatility likely to persist and the US dollar potentially near a peak, prudent investors may want to position their portfolios to take advantage of assets that have historically performed well late...
The Big Interview: Focus on ethical investment