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UK Investor Diary's avatar

Rooseveltian - love it. Is this an early dividend from moving to the US?

Great article. I’m a huge fan of investment trusts, especially now the charging transparency is close to a sensible resolution. However, I less wonder of their inclusion than have a straight up concern what such a volume in the 250 means for the health of the market and economy. It’s a stark reminder of over reliance on the City.

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Victoria Lonsdale's avatar

Haha, yes more US references coming. And I agree that’s it’s is a pretty sad sign for the health of the UK market. Clearly not helped by low UK valuations/performance as all else equal if these trusts hold ex UK stocks and ex UK performs better than UK, then the share of the trusts in the index will automatically grow. But then valuations and performance also reflect underlying economic health too. There were a few reports out last week on FTSE 250 so interested to read through and see what’s suggested - may write about it soon!

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