Investor Views: "Why I’m Sticking with Alliance Trust"

Private investor James Needham has ditched more active trading for a buy-and-hold approach

Emma Simon 12 April, 2018 | 2:20PM
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Investor views I'm sticking with Alliance Trust closed-end fund

James Needham, a marketing executive, adopts a “buy and hold” approach with his portfolio of investment trusts.

Needham, who is 64, has been an active investor for more than 25 years, but takes more of a “back seat” approach these days. “In theory, now that I am only working a couple of days a week I have more time to research individual stocks and look after my investments,” he says.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Alliance Trust Ord1,040.10 GBP0.98Rating
F&C Investment Trust Ord923.09 GBP0.99Rating
Lloyds Banking Group PLC46.80 GBP0.00Rating
Standard Life UK Smaller Co. Ord740.41 GBP2.41Rating
VinaCapital Vietnam Opp Fund Ord513.05 GBP0.99
Witan Ord248.02 GBP0.82Rating

About Author

Emma Simon

Emma Simon  is a financial journalist, specialising in investment and consumer issues, writing for