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Investment Trusts: Mixed Performance Across Global and UK Sectors

Several investment trusts have shown varied performance over the past three years, with some lagging significantly behind their benchmarks or peers, while others are noted for specific strategies or potential for recovery.

  • Mid Wynd (LSE: MWY) has returned 17% over three years, compared to 63% for the MSCI World index.
  • Alliance Witan (LSE: ALW) is up 38% over three years, with its multi-manager approach questioned.
  • Finsbury Growth & Income (LSE: FGT) has seen 6% returns over three and five years.

Several investment trusts have demonstrated varied performance over the last three years. Mid Wynd (LSE: MWY), which moved from Artemis to Lazard three years ago, has returned 17% compared to the MSCI World index's 63% over the same period. STS Global Income and Growth (LSE: STS) and Troy's Personal Assets (LSE: PNL) have also shown limited returns, with STS at 16%.

Alliance Witan (LSE: ALW) has seen a 38% increase over three years, with its strategy of using 11 global managers and concentrated stock holdings raising questions about its effectiveness. In contrast, F&C (LSE: FCIT) is up 60% over the same period. Scottish American (LSE: SAIN) has risen 25% in three years, with its income focus noted as not aligning with the Baillie Gifford investment style.

In the UK sector, Finsbury Growth & Income (LSE: FGT) has returned 6% over both three and five years. BlackRock Smaller Companies (LSE: BRSC) has moved from a top performer to near the bottom of the UK small-cap table in the last five years. BlackRock Greater Europe (LSE: BRGE) is currently the weakest performer in Europe over all time periods up to five years, despite strong performance in its first 17 years.

Pacific Assets (LSE: PAC) in Asia is being absorbed by Schroder Asian Total Return (LSE: ATR). Pershing Square (LSE: PSH) has experienced dismal performance over one and three years, but its 33% discount to net asset value (NAV) and historical recoveries suggest a potential opportunity for investors.

What this means for you: Investors can attend the AIC Company Showcase on 9 October in London for free using the code MW26 to gain insights into various investment trusts and meet managers.

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