Yakanakisa UK Investment Trusts 2023

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RESULTS

Uri kutsvaga kuwedzera horizons yako mukuda kwako kukura mari yako? Kana zvakadaro, zvakakosha kufunga nezve trust trust. 

Muchidimbu, nekupinza capital muUK investment trust, mupi ari mubvunzo achatenga nekutengesa mashare, mabhondi, uye mamwe makirasi emari panzvimbo yako.

Izvi zvinokupa iwe kuwana kune zvemari zviridzwa zvingave zvakaoma kusvika. Zvakanakisa zvezvose, iyo yese yekudyara maitiro ndeyekuita. 

Isu takaisa pamwe chete gwara pane akanakisa uye akavimbika ekudyara trust atinofunga akakodzera kutariswa newe. Isu tinotsanangurawo ins uye kunze kwekuti matrust ekudyara anoshanda sei, uye tipindure mimwe yemibvunzo inowanzo fungwa.

 

Shanyira eightcap Iye zvino

Chii chinonzi investment trust?

Trust yekudyara ichabata migove yayo mune mamwe makambani akanyorwa, mabhondi, kana zvivakwa. Iyo inowanzopinza capital yayo mukubata kwenguva refu, zvichikonzera kudzoka kune vagovani vayo. Aya migove anowanzo kuwanikwa kune vese vatengesi uye vemasangano vanoita mari zvakare. Kune akasiyana siyana ematrust ekudyara anowanikwa pamusika, imwe neimwe ichapa akasiyana assortment yekudyara, uye imwe neimwe ichange iine gwara rakasiyana.

Iwe ukafunga kupinza mari yako muinvestment trust; nekubatanidza mari yako pamwe chete nevamwe vanoisa mari, iwe unokwanisa kuwana zvakanyanya kuratidzwa kune zvakasiyana siyana zvezvinhu. Kumisikidzwa sekambani yeruzhinji kubva pakutanga, UK matrust ekudyara anobva atengeswa paLondon Stock Exchange. Muzviitiko zvisingawanzoitiki, izvi zvinogona kunge zviri kuburikidza neAlternative Investment Market (AIM)

Kuburikidza nekudyara kumwe chete, kusiyanisa kwe trust yekudyara kunoita kuti iwe uise mari mune akati wandei, kana asiri zviuru zvemakambani. Chaizvoizvo, iwe unova mugovani mukambani kana iwe ukapinza capital mune yekudyara trust.

MaPrimiyamu uye Zvideredzwa Zvinotsanangurwa

Inoshandiswa kuvhara mapeji mukukosha, kana migove ikatanga kutengeserana pamutengo wepamusoro trust yako yekudyara inogona kusarudza kuburitsa stock nyowani. Iyo trust inogona kushandisa DCM's (Discount Control Measures) kuitira kuti kana gaka rekukosha rikave rakakura, DCM inorivhara nekukasira kupindura. Iyo trust trust inosungirwa kuburitsa maakaundi akaongororwa, pamwe neshumo regore. Mitemo yakafanana inoshanda kune chero imwe kambani iri pamusika wemasheya.

Chaizvoizvo, migove ye trust trust inogona kutengeswa nepamusoro pemidziyo - neimwe nzira inozivikanwa se'premium', uye kazhinji zvichireva kuti masheya ari padivi rinodhura. Dzimwe nguva trust inogonesa vabati vayo kutengesa mamwe emasheya avo nemutengo uri padyo neNAV (Net Asset Value), kana kuderedzwa kwakatemwa.

Vazhinji vari mukati menzvimbo vanogona kuraira kusatenga muinvestimenti trust kana ichitengesa paprimiyamu (uye zvakafanana kutengesa kana iri pazasi par), sezvo izvi zvichave nemhedzisiro isingadiwe yekudzikisa kudzoka kwako kwenguva refu.

Ko maUnit Trust Anosiyana kubva kune Investment Trusts?

Chekutanga uye chakakosha, ma unit trust haakwanise kukweretesa mari kuti atenge migove (inozivikanwawo se'Gearing'). Izvi zvechokwadi zvinopa mari yekudyara kumucheto, sezvo vaine zvakawanda zvakawanda maererano nekutenga mukana uye simba rekutenga. Zvechokwadi, kana misika inowira, izvi zvinoreva kurasikirwa kwakawanda. Padivi refiripi, zvinogona kureva kuti iwe unowana kana musika uchikwira.

Kana, zvakadaro, mutengesi anoda kutengesa zvikamu zvakachengetwa muhomwe yekudyara - kazhinji kutaura, izvi zvinowanikwa nekutengesa kuburikidza nemusika wemasheya. Zvakawanda seimwe kirasi yeasset, mutengi anodiwa kuti afambise kutengesa - kusiyana neyuniti trust.  Izvo zvakakosha kuti uzive izvozvo zvose mari (ingave investment trust kana neimwe nzira) inzira chaiyo yekuunganidza mari yakawanda pamwe chete, hongu nemaonero ekudyara mumhando yakakura yezviridzwa.

Nekuti matrust ekudyara anokwanisa giya (kana kukwereta) zvinoreva zvakare kuti anowanikwa kune veruzhinji. Idzi inhau dzakanaka kwauri semutengi wekutengesa, sezvo iwe usingazodi kusangana neakakurisa account mashoma. Zvinonzi kutengeserana pamutengo wepamusoro, kana kutengesa nemutengo wakaderera, mutengo wemasheya mu trust trust ungave wakakwira, kana kuderera pane kukosha kwechikamu chimwe nechimwe chiri mukati medengu.

A fund manager anogara achisarudza kuti ndeapi makambani anofanirwa kuiswa mari maari. Izvi zvinoreva kuti unozobatsirikana kubva kune inongoita mari mune yayo truest form. 

Yakavharwa uye yakavhurika-yakapera mari - Zvaunoda kuziva

Kubva pakati pe-1800s, matrust ekudyara anga ari chakavanzika chakachengetedzwa, kunyanya pakati pevanoisa mari mumasangano. Chikonzero ndechekuti, munguva yakapfuura vaive nemitengo yakaderera yaienderera mberi uye madzoro akakwira (kureva, unit trust).

Nekukurumidza kumberi kwekutanga kwezana ramakore uye kubva pave nekuchinja kwakawanda kune nzira iyo homwe inogona kubhadharisa mari yavo. Izvi zvakakonzerwa neshanduko dzakasimbiswa ne (sekuzivikanwa kwazvinoitwa) Retail Distribution Ongororo, zvichireva kuti pakutengesa homwe, mamaneja ehomwe akange asisakwanise kubhadhara komisheni kune vanopa mazano ezvemari.

Yuniti trasti

Dzimwe nguva inodaidzwa seyakavhurika-inopera investimendi - unit trust inokwanisa kuzadzisa zvinodiwa nevaisiri mari vangangoda kutengesa masheya avo, kana kutenga mune imwe homwe. Izvi zvinodaro nekuti homwe yeunit inokwanisa kudzikinura kana kuburitsa mayunitsi pese pavanoda. Migove yavo inoiswa kunhamba yakatarwa uye dzimwe nguva inoonekwa seyakachengeteka sarudzo pane yakavharwa-yakavharwa mari.

Chivimbo chekudyara imari yakavharwa, zvinoreva kuti kambani ichatengesa zvikamu kune vanoisa mari pane yakananga. Mari yakavharwa-yakapera inogona kunge iri sarudzo ine njodzi, asi ivo vakambopa kudzoka kwakanaka.

Ndeipi mari inosanganisirwa ne investment trust?

Ziva chero komisheni kana imwe mari yaungangoda kubhadhara kuitira kuti ubatanidze homwe. Yakavhurika-yakapera mari haisi pasi pe stock broker komisheni, kusiyana nematrust ekudyara

Rangarira kuti uchawana mutengo wakasiyana paunenge uchitenga, sezvauchaita kana watengesa, saka iyo investment trust inongotora iwe mutengo pachikamu se'bid offer'.

Kuti ukwanise kubata portfolio yayo, ruzhinji rwematrust ekudyara anozotora iwe izvo zvinozivikanwa semuchaji unoenderera. Izvi zvinobhadharwa pagore uye zvozoderedzwa kubva kumari yako yese account. Izvi zvinosanganisira dzimwe mari dzenguva dzose dzakadai sekuongorora uye mubhadharo wedhairekita, pamwe nemari yemupi anochengeta trust yekudyara.

Chitambi basa

Iwe unofanirwa kubhadhara hurumende 0.5% mubasa rechitambi (mutero wemutero) paunenge uchitenga chero mashizha mune trust trust. Izvi hazvidzivisiki.

Zvinogara zvakakodzera kutarisa gwaro re'kiyi yeruzivo' kuti uve neruzivo rwakajeka pane dzimwe mhosva dzaungaite. Semuenzaniso, muripo wakajairika imari yekushanda, inoda kubhadharwa kana maneja wako akasangana nezvimwe zvezvinangwa zvakatarwa.

Capital return 

Zvikasadaro inozivikanwa sekudzoka kwecapital (kana kungoti ROC), izvi zvinokupa chiratidzo chekuti mitengo yemugove wako yakakwira kana kudonha. Iwe unogona kuda kuenzanisa iyo yakazara kudzoka zvichibva paNAV - neiyo yekugovera chiyero chehomwe. Huzhinji hwezvirongwa zvekugovera vanoedza nepavanogona napo kuenzanisa kugovera kuitira kuti vagokwanisa kuchengetedza netarisiro yekutanga kudyara kwemugovani.

Pane mitengo yakati wandei yauchaunza nehomwe yetrust, uye kubhadhara mubhadharo chingori chikamu uye pasuru - saka bhadhara imwe pfungwa kune zvaungade kubva mukudyara. Pakupedzisira, kuvimba kwega kwega kunosiyana kana zvasvika pakubhadharisa. Nepo munhu angaite seanokwikwidza pakutanga, panogona kunge paine akati wandei emari yakavanzika ari mukati memukati mematemu ekudyara.

Investment Trust pagore report

Kunetseka kuti unzwisise iyo pfupiso yemari kana yekuita mune yako investment trust yegore reshumo? Tese tinoziva kuti igwaro rinokosha zvikuru, asi kuita pfungwa yaro kunogona kuva imwe nyaya zvachose! Iyo trust trust inosungirwa kuburitsa maakaundi akaongororwa, pamwe neshumo regore. Izvi hazvina kusiyana neimwe kambani pane kutengeserana kwemasheya musika.

Semunhu angangoita investor, zvingave zvinobatsira kwazvo kuti iwe uve nekunzwisisa kwekutanga kweshumo regore usati waisa mari.

• Kutanga, iwe uchaona pfupiso yekuita, iyo inokuratidza munzira mbiri dzakasiyana mashandiro ako ekuvimba. Iwe uchaona chikamu chekudzoka pamari yako, pamwe nekuchinja kwemutengo wekugoverana (mapaundi nepeni). 
• Mazana anowanzo ratidzwa pachiyero chekudzoka, izvo zvinosanganisira chero muripo senge magove uye mari inobhadharwa kune vanogovana. Iyo yese yekudzoka muzana haina kufanana neiyo capital return. Capital return ndiyo yakawanda sei share price yakakwira kana kudonha mugore.
• Semuenzaniso, kana mutengo wekugovaniswa wetrust ukaitika kudonha ne10%, iyo share capital capital ndeye -10%. Zvadaro, kana mutengo wemugove uchibhadhara 4% muzvikamu, iyo yose yekudzoka kune vagoveri ndeye -6%.
• Kune rumwe rutivi, kana mugove wekuvimba uchikwira ne10%, mari yekudzoka ichava 10%. Kana mutengo wekugova uchibhadhara 4% muzvikamu, iyo yakazara kudzoka kwevagovani i14%
• Mamwe matrust achaita kuti izvi zvive pachena sezvinobvira uye zvichashambadza zvese zvadzoserwa uye capital returns.
• Iwe zvakare uchaona iyo NAV. Izvi zvinokuratidza kukosha kweiyo trust investments, pasina zvisungo zvechikwereti. A fund manager ane basa rekusarudza mari yakanaka, saka iyo NAV inosimuka, uye kutyaira capital yako.
• Kukura mukati meNAV kuchabatsira kutyaira mitengo yemasheya, yatinokurukura zvakadzama pazasi.

Investment trust - NAV

Sezvambotaurwa, iyo acronym NAV inomiririra Net Asset Value. Muchimiro chayo chekutanga, inokupa iwe chiratidzo chekuti yakawanda sei iyo trust yekudyara yakakosha (kubvisa zvikwereti zvayo) Nechikonzero ichi, zvinokurudzirwa kuti uve neruzivo rwekutanga rwezvinorehwa neNAV uye kuti ingangokubatsira sei iwe.

Semuenzaniso, chinhu chakanaka chekuyeuka ndechekuti iyo mambure asset kukosha uye mutengo wekugovaniswa weiyo investment trust zvinhu zviviri zvakasiyana. Chinangwa chikuru cheNAV ndechekukuudza kuti investment chii kwazvo kukosha. Panyaya yemutengo wekugovana, izvi iwe izvo varidzi vari kuona iyo investimendi yakakosha - zvichibva pamasimba emusika.  

Pachinzvimbo chevagovani vayo, trust yekudyara inogona kukwereta mari, Chikwereti chinowanikwa chinogara chichibviswa kubva kuhuwandu hwekudyara kuitira kuti vakwanise kuverenga yavo mambure asset value. Nezvakataurwa, trust yekudyara ine midziyo inokosha £500 miriyoni, pamwe nezvikwereti zve£100 miriyoni, ichave net net fund value ye£400 million.

Iko kune mhando mbiri dzeNAV, zvinoenderana nekuti iyo trust inokoshesa sei chikwereti chavo:

Kukosha kwebhuku: - Marii ichadhura kubhadhara mukweretesi

Fair Value: Mari yechikwereti chakakodzera manje

Iyo yakakwirira kukosha kwechikwereti, iyo yakaderera iyo NAV ichave. 

Paunenge uchifunga kuti ndeupi (kana uripo) unovimba waungada kutenga, gara uchiedza kufunga nezve matrust ekudyara uine chinangwa chako chenguva refu mupfungwa, sezvo mutengo wekugovana ungangobudirira.

Rangarira, chinangwa chikuru chemaneja wehomwe ndechekutora mari yakanaka, nokudaro kukura iyo mambure. Chinonyanya kukosha, NAV inzira huru yekuona kuti ibasa ripi rakanaka riri kuitwa nehomweri maneja.

Kubhadharwa kwehomwe yedividendi kwakatsanangurwa

A dividend ndeye mubhadharo wakaitwa kune vanogovana, nemubatanidzwa. Saka, kana iwe uine migove inosanganisirwa mumasheya ako, kana iyo kambani ikaita purofiti, iwe unozobatsirwa nechikamu cheiyo futi. Kuisa mari mudividend stocks zvinoreva kuti iwe unokwanisa kuwedzera kukosha kwemusika wepotfolio yako, uye zvinogona kureva kuti une mari yakadzikama kubva mairi.

Investment trust inogona kuchengetedza kusvika 15% yezvikamu, kusiyana nemari yakazaruka iyo inofanirwa kuendesa mari yese yegovedhi yavanowana (kubva kukambani yakaisirwa mari). Saka nekudaro, kana trust iine gore rezvemari isingafadzi, inogona kuramba ichiwedzera mari yevaridzi.

Dzimwe mari dzinoita zvirinani pane dzimwe kana zvasvika pazvikamu, saka kana mari yekugovaniswa iri chinhu chakakosha kwauri, saka funga kusarudza trust yakatsaurirwa kuve nechokwadi chekubhadharwa kwedividendi. Muchokwadi, yave imwe nguva yakaoma kune vanovimba mumwedzi ichangopfuura, sezvo mamwe makambani anga asina sarudzo kunze kwekumisikidza kana kucheka migove yavo. 

Zvinogona kukanganisa homwe yemari

Kana zvasvika pakudzoka kwako, iwe uchada kufunga nezve musiyano pakati pekukosha kweiyo investment trusts 'assets, uye mutengo wekugovana. Izvi zvinogona kuita mutsauko mukuru kune zvaunodzoka, semuenzaniso, zvinogona kudzikisira zvaunogona kuwana kana kuderedzwa kwaizowedzera.

Mutengo wemasheya muinvestment trust unogona zvakare kuchinjika, saka gara uchifunga nezve mutengo waunobhadhara kune mashares. Ehe, pane njodzi nguva dzose yaungangowana kumashure zvishoma pane zvawaitarisira pakutanga. Zvekare, ichi chingori chimiro cheiyo investment trust arena. 

Zvakakosha kuti uongorore kana iyo trust trust inokwereta kuti utenge migove yayo, sezvo izvi zvichigona kukupa kudzoka kuri nani, ukuwo uchiwedzera njodzi.

Iwe unekodzero yekuchinja pfungwa dzako uye kutengesa zvikamu zvaunazvo, asi yeuka - ungave uchitenga kana kutengesa, unozofanirwa kushandisa wechitatu-bato stockbroker kuti akuitire izvozvo. Zvese mune zvese, matrust ekudyara anokodzera zvirinani kune avo vanoda kuisa mari munguva refu (semutemo wegunwe, makore mashanu kana kupfuura).

Chii chinonzi bhodhi rakazvimirira revatungamiriri: uye nderei?

Sezvo matrust ekudyara achifambiswa zvinoenderana nemutemo wekambani yeUK, ivo vane yavo yakazvimirira yechikwata ichimhanyisa show. Pinda bhodhi rakazvimirira revatungamiriri. Vamwe vanhu vanodyara mune imwe investment trust nekuti vanofarira vanhu vanoimhanyisa, ingave iri pasi nemakore eruzivo neinvestment, kana rekodhi refu yekutarisira homwe hombe.

Saka chii chinonzi board of directors uye vanoitei? Zvakanaka, izvi zvichagara zvine sachigaro uye accountant. Rimwe bhodhi rinowanzove neboka rakasiyana-siyana revatungamiriri vane hunyanzvi hweseti, vese vachiita chokwadi chekuti maneja ari kuita basa riri mubvunzo, nerubatsiro rwakanyanya kune vanogovana varo.

Kana mushure mekuferefetwa, bhodhi rakazvimirira revatungamiriri rinonzwa sekunge maneja haasi kutarisira zvakanakira vagovani vayo, uye nekudaro vasingaite basa ravo nemazvo, ivo vane simba rekubvisa maneja wehomwe pamabasa avo.

Bhodhi rinogona kugara richichinja basa rehomwe, pamwe mushure menguva refu yekusashanda zvakanaka kana matambudziko nekambani inotungamira.

Shoko rokuti 'Gearing' rinorevei?

Gearing - zvakare inowanzonzi 'leverage' - ndeyechokwadi apo trust yekudyara inokwereta capital kuitira kuiisa kumwe kunhu.

Iyi inogona kuva nzvimbo huru yekutengesa paunenge uchifunga nezvekuti homwe yekudyara ndiyo yakakukodzera homwe yemari yako, sezvo nzvimbo iyi yekugezera isingasviki kune yakavhurika-yakapera mari (semutual funds).

• Ngatitii fund manager ndeyekukwereta £10,000 kuitira kuisa mari, iyo maneja anogiya ne10%.
• Izvi zvinoreva kuti vakakwanisa kukwereta £10,000 nekuisa mberi £1,000 chete.
• Izvi zvinokonzerwa nekugadzirisa. Bsesed pakufunga kuti hapana kufamba mumutengo wekugovana, mhedzisiro yeizvi ndeyekuti capital yava kukosha £11,000.
• Ikoko kuchave, hongu, kune mubereko unoshanda pane izvi - sezvo mari inokweretwa kubva kune wechitatu-bato.

Kana iwe uchida kuverenga gearing pakudyara kuvimba, unongoda kuwedzera pamwe chete zvikwereti zvakasara, uye wogovanisa iyo nhamba neyakakwana shareholder equity.

Zvikuru, chiyero chegiya chinosvika 25% -50% chinofungidzirwa kuti chine musoro, kunze kwekunge zvakadaro, chikwereti chakawanda chinodiwa kuti ushande.

Kubhadharira trust yekudyara

Kana iwe uchida ruzha rwekuvimba kwekudyara, iwe unozofanirwa kufunga kuti ndeipi hurongwa hwekubhadhara hunonyatso kuzadzisa zvaunoda. 

Izvi zvinogona kusanganisira:

• Debit/Credit Card: Nzira iri nyore yekuwana mari muinvestment trust provider ndeyekubhengi kana kadhi rechikwereti. Zvakanakisa pane zvese, mubhadharo wako uchaverengerwa ipapo ipapo. 
• Direct Dhibhiti: Flexible, otomatiki uye inogona kutora mubhadharo weese ari maviri akatarwa kana akasiyana mari. Paunenge wamisa mandate, unogona kuseta imwe-off yekubhadhara pamwe nead hoc. Vechitatu-bato vanopa vanozobatanidza kubhadhara pamwe neyako yakajairwa yekubhadhara system, ese online. Crucially, iyi sarudzo yakanakira kuisa mari pakupera kwemwedzi wega wega. 
• Kuramba Kubhadhara Chiremera: Often inonzi inodzokororwa kubhadhara kadhi, unongobvumira mutengesi kutora mubhadharo wenguva dzose. Kubhadhara uku kunoenderera kusvika wadzima kuseta.
• Standing Order: Imwe investimendi inovimbwa nayo inotofunga yakamira order. Kazhinji inocheneswa pazuva rimwechete sekubhadhara, kashoma hauzodi kubhadhara muripo. 

Ndinoziva sei kana investment trust iriyo sarudzo yakandikodzera?

Chokutanga uye chakakosha, zvinokurudzirwa zvikuru kuti usambodya mari yakawanda kupfuura iwe wakagadzirira kurasikirwa. Uyezve, usati watora kunyura iwe unofanirwa kuona trust yekudyara sehurongwa hwenguva refu. Kureva kuti, iwe unomira mukana wakanyanya unobvira wekukwira kunze kwemafungu emusika kana iwe ukasiya yako portfolio isina kubatwa kwemakore akati wandei. 

Kana iwe usina kugadzikana kuisa njodzi nemari yako yawakawana zvakaoma kana kuti uchingotsvaga kuwana kwenguva pfupi, saka mukana ndewekuti trust yekudyara ndeye. kwete zvako.

Iyo Yakanakisa UK Investment Trusts

Matrust ekudyara anotendera iwe kuti ugadzire yakanyanya kusiyanisa portfolio pasina kuita chero basa rakaoma. Panzvimbo yevagovani vayo, kuvimba kwesarudzo yako kunotenga uye kutengesa musanganiswa wekudyara.

Iwe unogona kupedzisira waita sarudzo yako yekupedzisira zvichienderana nemusika unotarirwa, chikamu, indasitiri, kana kuchinjana.

Gara uchifunga nezvekuti kuisirwa mari kuri kuzokubatsira here mukuvaka iyo yakaringana portfolio yauri kutarisira kuwana, saka ipfungwa yakanaka kuzvimisira zvimwe zvinangwa zvekudyara. Iwe unofanirwa kuongorora kuti kuvimba kwakasiyana sei.

Zvakawanda zvekufunga nezvazvo, saka kukubatsira munzira isu takasarudza 6

1. Worldwide Healthcare Trust PLC

Kutanga kusimbiswa pakati pe-1990s, Worldwide Healthcare trust yakakura-hombe yeBritish investment trust.

Iine hombe hombe yekuvharisa zvese kubva kuhunyanzvi hwekuita zvehutano uye zvehutano, kumakambani emishonga uye akasiyana akasiyana mamwe masevhisi, kuvimba uku kwakaratidza kufarirwa nevanoita mari kuUK mumakore achangopfuura.

Rumwe ruzivo rwekutanga rwekufunga:

• Mutungamiriri: Frostrow Capital LLP
• Type: Yakavharwa Yakapera Investment Kambani
• ISIN:GB0003385308
• Sector: Sector Nyanzvi: Biotechnology & Healthcare
• Mari yemari: £ 1.97 bhiriyoni
• NAV: 3,455
• Kusimudza: 98

Makuru Holdings mune trust anosanganisira;

• Takeda Pharmaceutical Co Ltd (6.05%).
• Merck & Co Inc (4.70%)
• Alexion Pharmaceuticals Inc (4.43%).
• Boston Scientific Corp (4.29%)
• Novartis AG (4.10%)

2. Scottish Mortgage

Scottish Mortgage yanga iripo kweanopfuura makore zana. Yakatangwa mukutanga kwema1900, kambani yakatanga kutengeswa seStraits Mortgage uye Trust Company.

Iyi trust trust i portfolio inotungamirwa zvakanaka, ine dengu repasi rose remakambani pasi pebhandi rayo. Pane ese makuru makuru ekudyara kuUK matrust maererano nemusika capitalization, Scottish Mortgage inokosheswa inongopfuura mabhiriyoni gumi emapaunzi.

Imwe 25% yezvinhu zvinogona kuiswa mumakambani asingawanikwe pane chero musika weveruzhinji. Kana iwe uchinge uchifarira mune tekinoroji stocks zvakananga, Scottish Mortgage inogona kunge iri iyo yekuvimba kwakakodzera kwauri. 

Rumwe ruzivo rwekutanga rwekufunga:

• Mutungamiriri: Baillie Gifford & Co Limited.
• Type: Yakavharwa Yakapera Investment Kambani
• ISIN: GB00BLDYK618
• Sector: Global
• Mari yemari: £ 10.96 bhiriyoni
• NAV: 728
• Kugadzira:108

Makuru Holdings mune trust anosanganisira:

• Amazon.com Inc (9.28%)
• Tesla Inc (8.63%)
• Tencent Holdings Ltd (6.51%).
• Illumina Inc (6.17%)

 

3. Guta reLondon Trust

Yakatangwa mukupera kwema1800s, Guta reLondon nderimwe ruvimbo pane yedu runyorwa inoratidzika kunge yave iripo kubva pakutanga kwenguva. Nemashoko iwayo, it yakanga isati yasvika pakati pemakore ekuma1960 iyo trust yakaita sarudzo yekutarisisa masheya anobhadhara masheya.

Guta reLondon investment trust ine pamusoro pe100 inobata mukati mepodfolio yayo. Maitiro ayo ekuchengetedza anochengetedza anoreva kuti kutendeuka kwemapotfolio ayo kwakadzikira, achitarisira kutora zvinzvimbo zvidiki kubva pane indekisi, pachinzvimbo chekumisikidza masheya uye zvikamu zvehasha.

Rumwe ruzivo rwekutanga:

• Mutungamiriri: Janus Henderson Investors Ltd
• Type: Yakavharwa Yakapera Investment Kambani
• ISIN: GB0001990497
• Sector: UK Equity Income
• Saizi yehomwe: £ 1.45 bhiriyoni
• NAV: 349
• Kusimudza: 109

Makuru Holdings mune trust anosanganisira:

• HSBC Holdings PLC chikamu 3.97 muzana.
• British American Tobacco PLC (3.72%).
• Diageo PLC chikamu 3.55 muzana.
• GlaxoSmithKline PLC chikamu 3.24 muzana.
• BP PLC (3.19%)

4. Allianz Technology Trust

Munzvimbo dziri padyo nenzvimbo yekutamba yakashata-yepamusoro-soro yeSilicon Valley, Allianz Technology Trust inotungamirwa naAllianzeGI naWalter Price (ane ruzivo nehunyanzvi hwekudyara mari).

Nekuda kweizvozvo, iyi yekudyara kuvimba inoisa tarisiro yakasimba pakudyara mune tekinoroji-yakavakirwa shares. Mumakore mashoma apfuura, ngura yakawedzera nekaviri mari yevanoisa mari.

Kufarira misika mitsva, kana kushandura yekare, kufambira mberi kwetekinoroji kuri kushandura zvikamu zvakaita sekutengesa, kushambadzira, kugadzira nekuchengetedza. The trust ine mamwe makumi manomwe ekubata, aine 70% kana midziyo yefemu muUS.

Rumwe ruzivo rwekutanga:

• Maneja: Allianz Global Investors (UK) Ltd
• Type: Yakavharwa Yakapera Investment Kambani
• ISIN: GB0003390720
• Sector: Technology & Media
• Saizi yehomwe: £830.76 miriyoni
• NAV: 2,142
• Kusimudza: 98

Makuru Holdings mune trust anosanganisira:

• Microsoft Corp (5.31%)
• Amazon.com Inc (5.30%)
• Alphabet Inc A (4.22%)
• Apple Inc (4.00%)
• CrowdStrike Holdings Inc Kirasi A (3.51%)

5. Smithson Investment Trust

Fundsmith, kambani yekuchengetedza homwe naTerry Smith, yakatanga Smithson muna 2018. Kunyange zvazvo chivimbo chitsva, chakaita zvakanaka kubva pakuvambwa kwayo. Kuita kwayo kwegore rimwe kune hutano 7.7%,

Rumwe ruzivo rwekufunga:

• Mutungamiriri: Fundsmith LLP
• Type: Yakavharwa Yakapera Investment Kambani
• ISIN: GB00BGJWTR88
• Sector: Global Diki Companies
• Mari yemari: £ 1.78 bhiriyoni
• NAV: 1,416
• Kusimudza: 99

Makuru Holdings mune trust anosanganisira:

• Rightmove PLC (5.18%).
• Verisk Analytics Inc (5.12%)
• Tarisa Point Software Technologies Ltd (5.01%)
• Masimo Corp (4.98%)
• Ansys Inc (4.52%)

6. Polar Capital Technology Trust

Kubva pakati pe-1990s, Polar Capital Technology Trust yanga ichikura mukati meiyo nzvimbo yekuvimba yekudyara, ichizoburitsa mibairo mikuru munzira.

Nekubata kwakadai seMicrosoft (mumwe wevanoita zvakanyanya maererano nestock), Polar Capital Technology Trust inotora mukana wakazara weshanduko yedhijitari iri kuitika, kunyanya zvine chekuita nemakambani anoda kugadziridzwa kwakazara kweyechinyakare bhizinesi modhi.

• Mutungamiriri: Polar Capital LLP
• Type: Yakavharwa Yakapera Investment Kambani
• ISIN: GB0004220025
• Sector: Technology & Media
• Mari yemari: £ 2.63 bhiriyoni
• NAV: 1,912
• Kusimudza: 98

Makuru Holdings mune trust anosanganisira:

• Microsoft Corp (9.85%)
• Apple Inc (7.67%)
• Facebook Inc A (4.30%)
• Alphabet Inc Kirasi C (4.16%)
• Alphabet Inc A (4.12%)

mhedziso

Parizvino, iwe unofanirwa kuve nekunzwisisa kuri nani kwekudyara trusts. Paunenge uchifunga nezve chaiyo investment trust kune zvaunoda, pane mashoma ekufunga nezvazvo.

Izvi zvinotarisana nekugona kwako kusangana nemari shoma yekudyara, pamwe nekuti wakagadzirira kusungira mari yako kwenguva yakareba sei. Zvakakoshawo kuti iwe unotarisa zvese zvinobhadhariswa uye mubhadharo unotsanangurwa nevekudyara trust.

Pakupedzisira, iwe unofanirwa kugara uchiziva zvizere nezvenjodzi dzinobatanidzwa - sezvo pasina kumbove nevimbiso yekuti iwe uchaita mari. 

 

FAQ

Chii chinonzi investment trust chinondidhurira?

Hapana mhinduro iri nyore kumubvunzo uyu. Nepo paine machaji akajairwa senge chitambi uye mubhadharo wekuita, izvi zvinosiyana kubva pakuvimba kusvika pakuvimba. Saka nekudaro, gara uchitarisa zvirevo uye mamiriro pamwe nemari uye mubhadharo wepagore unotarisirwa kwauri.

Ndinofanira kuisa mari muhomwe yemari here?

Investment trust inogona kunge yakakodzera kana iwe uchida refu-refu portfolio yemakirasi akasiyana easset pasi pebhandi rako. Iwe uchave nekuwana kwakasiyana siyana kwekudyara uye homwe maneja achakutongera portfolio yako.

Izwi rokuti gearing rinorevei?

Kuisa mumashoko akareruka, gearing kukwereta. Mune mamwe mazwi, trust yekudyara inogona kukwereta mari kuitira kupinza mari yakawanda iyo yainayo.