The case for capital preservation trusts
Previous columns have highlighted in some detail why markets will continue to climb the wall of worry and yet also the importance of increasing diversification as an investor’s risk-adjusted investment […]
Our Services
We are specialists in managing investment trust focused portfolios which are complemented by a carefully selected range of exchange-traded funds (ETFs). We provide financial planning, advice and discretionary investment management services to individuals (including ISAs, JISAs, GIAs, Onshore & Offshore Bonds), companies, pension schemes (including SIPP & SSAS), Trusts and Charities. We offer leading expertise and pride ourselves on providing clients with exceptional levels of personal service
While investment trusts have delivered excellent long-term returns for their shareholders for over 150 years, they are still often referred to as “The City’s best-kept secret”
Given investment trusts tend to outperform both unit trusts and the markets, if properly harnessed they can make a powerful contribution in helping investors attain their financial goals
The link below provides an illustration of their potential
Research has consistently found that the average investment trust has outperformed open-ended funds including unit trusts over the long-term
We believe there is currently a generational opportunity to consider investing in an investment trust focused solution
Genuinely differentiated
We seek to harness the potential
of investment trusts for our clients
Our philosophy is that investment is best kept simple to succeed
Complexity adds cost, risks confusion, and usually hinders investment performance. This approach is complemented by a thorough research process when constructing client portfolios
Latest News
Read More
Read More
The Investment Trusts Handbook 2025 R…
Image source: Harriman House The following chapter by John Baron in the recently published ‘Investment Trust Handbook 2025’ explains why he believes markets will continue to climb the wall of […]
Read More
Autumn Budget 2024
Image: Chris’ own “Budget briefcase” that was used in The Crown TV series! Rachel Reeves’ first Budget as Chancellor has had the rumour mill in overdrive as she strives to […]
Read More
Regulatory regime relief
In recent years the investment trust sector has endured a perfect storm not of its making. Investors have suffered as discounts have widened. Yet, when investing, the long sweep of […]
Read More
Healthier returns
Perhaps because there is too much focus on short-term returns, the tenets of good portfolio management can sometimes underestimate the importance of identifying long-term structural themes and then nuancing the […]
Read More
UK equity market revival
The UK equity market continues to languish at a c.40% discount to global markets. Commentators and investors alike have all but thrown in the towel. Some of the MSCI PIMFA […]
Get in touch
If you would like further information on how to invest with Baron & Grant, please get in touch