gbjbaanb wrote:I looked at Mid Wynd, and compared it to my choice of global trust - Scottish American. Mid has 47% in US stocks (compared to SCAM's 26% in both UK and USA) SCAM does have some property and a little fixed interests so I like to think its as little more diversified. Triple the dividend though.
But the performance of both is roughly copmparable, so .. "meh"!
gbjb,
Noted that SCAM has a higher yield (2.71% .....and at a premium of 4.46%), but it is in the global growth & income sector. Within that sector I already hold: JPGI, MYI & HINT. SCAM also holds a significant amount of property, which would help its yield.
MWY, being in the global growth sector, targets different stocks and sectors (perhaps apart from some of JPGI's holdings which also targets some growth stocks).
I wouldn't say that the past performance capital growth-wise of SCAM is that closely comparable to that of Mid Wynd (MWY).
According to HL website:-
- - SCAM - - - MWY
6 mth:16.7% - 22.6%
1 yr: 11.8% - - 13.5%
2 yr: 19% - - - 32.2%
3 yrs: 44% - - - 52%
5yrs: 70% - - -117%
I particularly like the way MWY targets certain themes, (from the MWY fact sheet):-
Healthcare Costs 16.8%
Online Services 15.8%
Emerging Market Consumer 14.9%
Automation 13.9%
Screen Time 11.3%
High Quality Assets 8.7%
Low Carbon World 7.4%
Scientific Equipment 6.0%
Tourism 4.7%
Source, the fact sheet accessible through:
https://www.hl.co.uk/shares/shares-sear ... rd-gbp0.05Incidentally, further to your earlier post, I have recently offloaded ASEI (Aberdeen Standard Equity Inc) and topped up RGL. I hold EGL already.