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...
The US dollar is close to peaking and the risks now seem to be on the downside.
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