This trust invest in UK equities, aiming to provide growing income as well as capital growth.
It’s a good value play, I am looking forward to seeing what the new management team are doing. Those that bought before the first vaccine announcement are sitting on over 30% profit. I first bought them in early October so I am very happy right now 
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Although I’ve been topping up since March, I’m a long term holder of TMPL so my holding is still looking rather sad!
But I’m glad I kept hold of them - have confidence they will recover.
Got any details? What’s attractive about this trust ?
There has been a change in who manages the trust. Check on the website for information.
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The information below can be found on their webpage TMPL. The current portfolio breakdown is
- UK Equities 51.03%
- European Equities 11.6%
- US Equities 17.6%
- Cash & Equivalents 16.6%
- Physical Gold & Silver 3.1%
and the top holdings are
| Category | Value |
|---|---|
| Travis Perkins plc | 5.2% |
| IWG plc | 4.0% |
| American Express Company | 3.3% |
| Sprott Physical Silver Trust | 3.1% |
| Safran SA | 3.0% |
| Bayer AG | 3.0% |
| MCcarthy & Stone PLC | 3.0% |
| Baidu, Inc. Sponsored ADR Class A | 2.9% |
| easyJet plc | 2.9% |
| Twitter INC | 2.9% |
It looked bombed out and sad 2 months ago.
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Small update regarding Temple Bar. Have a look at citywire’s latest weekly update citywire. The trust is up 39.2% over one month. Little consolation for long term holders just yet but this is looking like a decent recovery in progress.
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The portfolio has been largely overhauled by now. According to the trust’s website UK shares now amount for about 75% and they sit on almost 9% cash. The latest top holdings are
| Category | Value |
|---|---|
| Royal Mail plc | 5.0% |
| Anglo American plc | 4.6% |
| BP p.l.c. | 4.6% |
| Standard Chartered PLC | 4.5% |
| Royal Dutch Shell Plc Class B | 4.4% |
| NatWest Group Plc | 4.3% |
| Marks and Spencer Group plc | 3.8% |
| ITV PLC | 3.7% |
| Aviva plc | 3.6% |
| Vodafone | 3.3% |
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A lot of these make sense, though there all large companies. I presume thats there focus? Rather than small UK companies that have potential?
Not so sure about Vodafone though, they still had significant structural issues last i checked. Saying that a lot of communication companies do.