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Digital Subscriptions > Portfolio Adviser > June 2017 > PA Quality Investment Trusts

PA Quality Investment Trusts

Again, we include only trusts with a five-star Morningstar rating. You will notice there are two columns for returns and standard deviation: the first is for the NAV of the fund – the underlying performance of the manager; the second is for the market pricing of the fund – how the actual shares performed, including discount changing, etc. The trusts have been sorted by three-year total return (market).

UK equity & income

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About Portfolio Adviser

Portfolio Adviser is the leading monthly publication for investment specialists, DFMs and wealth managers who represent high-net-worth clients based in the UK and the Channel Islands. It is the financial service industry’s guide to the latest trends in fund selection, portfolio construction and asset allocation.
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