Arborbridge wrote:Half way through a rather too exciting a year, and time for a idea of what the damage is.
12 month rolling income:in pence per unit June 30 2019 June 30 2020 change
HYP 7.29 6.32 -13.3%
incITs 7.36 7.69 + 4.48%
incOEICs 7.44 7.19 - 3.3%
On that basis, ITs have served me rather well owing to their reserving capability, presumably, though the surprise is that the OEIC income hasn't dropped more.
12 month change in unit price:price of income unit in pence June 30 2019 June 30 2020 change
HYP 126.72 115.56 -8.8%
incITs 170.19 144.35 -15.1%
OEIC 168.88 141.96 -15.9%
Arb.
Is there a more pronounced geographic spread regarding where the IncITs and OEICs are invested compared with the HYP?
Moderator Message:
Discussion of such ITs is not allowed on this board. They are allowed to be included for the sake of completeness in otherwise pure HYP presentations.
You can however discuss these on High Yield Shares & Strategies - General by quoting Arb's post there. Thank you. Chris
Discussion of such ITs is not allowed on this board. They are allowed to be included for the sake of completeness in otherwise pure HYP presentations.
You can however discuss these on High Yield Shares & Strategies - General by quoting Arb's post there. Thank you. Chris