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Trust Insider: the trust I would design if I won the Euromillions
by James Carthew on Jul 08, 2014 at 00:01
The portfolio generates a decent yield and the ongoing expenses of the fund are reasonable – at 0.75% – so LSL is able to pay one of the highest yields in the global sector (currently about 3.4%).
Funds of funds tend to have a limited appeal but I think LSL is interesting because it demonstrates what can be achieved by investing in investment companies.
Also, it is not a bad collective vehicle for smaller clients whose portfolios might not be large enough to accommodate a broader spread of investments.
James Carthew is a director at Marten & Co
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on Jul 24, 2014 at 10:59