Portfolio Adviser - Portfolio Adviser Magazine December 2021
Investment trusts
2021-12-04 12:02:46
PA Quality Investment Trusts
Again, we include only trusts with a five-star Morningstar rating. You will notice there are two columns for returns and standard deviation: the first is for the NAV of the fund – the underlying performance of the manager; the second is for the market pricing of the fund – how the actual shares performed, including discount changing, etc. The trusts have been sorted by three-year total return (market).
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