Investor Views: “Why I’m Buying British”

Private investor Anthony Ellender tells Morningstar why he favours closed-end funds and reveals his portfolio of blue chip shares paying decent dividends

Emma Simon 3 May, 2017 | 1:22PM

Anthony Ellender has been investing for more than 30 years. He is now retired, but his investment strategy has not changed significantly: he likes to invest in good quality shares and investment trusts that pay a decent dividend.

Ellender says: “I am a long-term investor. I’m not looking to buy and sell shares on a regular basis or trade them. I want to hold investments that have the potential to grow over the long term.”

He continues: “My first investments were when I was working overseas. I invested on a monthly basis into a few global investment trusts, such as Foreign & Colonial (FRCL) and Alliance Trust (ATST).”

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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Alliance Trust Ord898.00 GBX-0.44
BAE Systems PLC479.10 GBX-0.17
BT Group PLC134.95 GBX-0.77
Carrefour14.72 EUR-2.39
Centrica PLC50.10 GBX-1.88
F&C Investment Trust Ord780.00 GBX-0.64
Naked Wines PLC728.00 GBX1.82
Royal Dutch Shell PLC B1,359.60 GBX-1.25
Tesco PLC241.90 GBX-0.08

About Author

Emma Simon

Emma Simon  is a financial journalist, specialising in investment and consumer issues, writing for Morningstar.co.uk

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