Do you prefer investment trusts or ETFs?

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Hi,

Do you prefer ITs or ETFs, and why?

Me personally I have both but have more ETFs due to lower OCR.

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I too have both.

My ETFs form the growth/passive part of my portfolio (although some of the ETFs do pay dividends, it’s not why I bought them), the ITs form the income/active part.

The ETF part is double in size, due to the fact that when I come to draw down, I will be selling them off, whereas I won’t be selling the ITs, will just collect the income.

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I also hold both, with ETFs making up the core of my portfolio and some ITs as satellites. The main reasons I like trusts are the chance to buy stocks at a discount to NAV and gearing which should amplify long-term returns.

I try not to get too hung up on cost. SMT may be twice as expensive as some trackers, for example, but it’s 10-year return is about 600% vs 240%ish for a comparative index, which more than makes up for it.

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Both. As mentioned above ETFs are the fundamental Core of my portfolio. ITs let you access different opportunities for satellite positions. Infrastructure, Small Caps, Private Equity, Frontier/Emerging Markets, Capital Preservation and other niche portfolios

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