"The Investment Trusts I've Held for Decades"

Investor views: Retired investor Patrick Martyn has been investing for nearly 60 years, and still owns some of the first trusts he ever backed

Emma Simon 14 August, 2019 | 10:09AM
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nest egg

Patrick Martyn who is now 80 years old, says a portfolio of investment trust shares has helped to fund his retirement. 

Patrick, a retired scientist, has been an investor for almost 60 years. He says: “I started with free shares in the company I worked for – received as a yearly bonus. I retained these shares, which formed the bedrock of a portfolio, and started to look at other equity opportunities.”

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Biotech Growth Ord1,178.00 GBX0.17Rating
Fidelity Asian Values Ord477.95 GBX-1.86Rating
Fidelity European Trust Ord322.82 GBX0.57Rating
Fidelity Special Values Ord301.24 GBX-0.25Rating
International Biotechnology Ord710.33 GBX-0.93Rating
Polar Capital Technology Ord2,516.00 GBX0.40Rating
Schroder UK Public Private Trust Ord33.96 GBX-0.19Rating
Temple Bar Ord1,088.22 GBX0.20Rating

About Author

Emma Simon

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