The managers, James Anderson and Tom Slater run a conviction portfolio of around 70 to 80 shares. The result is a portfolio dominated by big holdings in some of the companies involved in the world of social media, the internet, healthcare, eco-friendly energy and gene therapy.
|SMT (blue line) V Vanguard Lifestrategy 100 past 5 yrs|
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Over the past ten years, the trust has delivered a return of 737%. Although this is essentially a global growth trust, it is worth noting it has increased its dividend every year for the past 35 years. The increase this year will be 2% making a total of 3.13p and the current yield of 0.6%.