Investment Trust alternatives to our 10 Unit Trusts

Fri 24 Apr 2020

Sam Lees

Membership Level | member

Generating growth

In the last teleconference, we said we would look at some investment trust alternatives for the unit trusts that we used in our selection of “beaten-up quality” funds. Our emphasis is on investment trust sectors where our prior research showed they added to performance when combined with unit trusts using our Dynamic Fund Ratings.

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