Had another go, this time 13 investment trusts. £200 each and 1 share of Personal Assets (around £330). Making an initial portfolio of around £2800.
Have a core set of trusts (PNL,FRCL,WTAN,RICA) a bit of fixed income to cover any dealing fees and charges on the portfolio (HDIV). Some aggressive assets (SMT,BGFD,HSL,JEO).
Then some trusts of trusts (FMPG and LSLI).
Finally some OEICS of IT’s as there is no dealing charge on some platforms for these and they could take in any dividends from the other IT’s.
Are their any OEICS that would be beneficial to this portfolio ?
Would this portfolio potentially achieve an 8 to 10% annual return at risk level 7 where 1 is cautious and 10 is aggressive over a 5 year period ?
Personal Assets Investment Trust PNL
Foreign & Colonial Investment Trust FRCL
Witan Investment Trust WTAN
Ruffer Investment Trust RICA
Henderson Diversified Income Investment Trust HDIV
Scottish Mortgages Investment Trust SMT
Baillie Gifford Japan Investment Trust BGFD
Henderson UK smaller companies Investment Trust HSL
Jupiter European Opportunities JEO
F & C Managed Portfolio Trust Investment Trust (Growth shares) FMPG
London & St Lawrence Investment Company Investment Trust LSLI
M&G Fund of Investment Trust Shares. Accumulation units. (OEIC class A) SEDOL 3128868
Unicorn Mastertrust. Income units. (OEIC Class B) SEDOL 3121801