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

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
Rating
Alliance Trust Ord851.00 GBX1.07
F&C Investment Trust Ord729.00 GBX1.53
Lloyds Banking Group PLC29.29 GBX4.91
Standard Life UK Smaller Co. Ord557.00 GBX0.72
VinaCapital Vietnam Opp Fund Ord337.50 GBX-0.15
Witan Ord200.00 GBX1.01

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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