Citywire Selection Verdict: John Dodd and Adrian Paterson invest around a quarter of the trust in unquoted companies including energy companies which have seen recent false dawns in coming to market. Share price performance has been lacklustre over the past two years and the trust still trades at a discount having swung from a premium in the second half of 2011. Moreover, the strategy of investing in off-benchmark companies can result in performance patterns wildly different from the market. This trust is therefore riskier than our other sector picks but has a long-term track record of outperformance.
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