Investment Trusts
Author
Discussion

grant8064

Original Poster:

103 posts

102 months

Wednesday 17th February 2021
quotequote all
Hi everyone.

Not sure if this will get much traction but i'm looking to take on some closed ended investment trusts, and maybe ETFs/venture capital, in my next ISA year and looking for some suggestions "to do my own research on" (before anyone else says it).

I've got Monks and Allianz Tech on the list and already hold Scot Mortgage and INRG.

Only interested in capital growth, not dividends. No real interest in UK, Russia or India/Brazil.

Like I say only trying to build a list to research that doesn't overlap with Monks, SMT or Allianz too much.

FWIW currently looking at:

Augmentum Fintech
Invesco Blockchain
Hans Gins Tech Megatrend ETF
JPM China Growth (possibly too much overlap with Monks/SMT but something focused on China/Taiwan/HK would be good)
Herald Investment Trust
L&G Battery Value ETF or Wisdomtree CHRG

Some competitors to those would be good.

I'm also struggling to find any agriculture/water supply themed trusts/ETFs that are a bit more forward thinking...most seem to just hold utilities companies/processesors. Any suggestions on something that involves soil improvement, agritech, water preservation/treatment, agri biotech etc?

Thanks



cloud_dog

145 posts

83 months

Wednesday 17th February 2021
quotequote all
It is difficult to comment on really as you are targeting quite niche sectors.

I think there might be / already has been a move in to private equity areas, e.g.3i, etc.