Personal Assets Trust

The late, great Paul Volcker, the towering former Federal Reserve chair, said in 2009 that “𝘵𝘩𝘦 𝘈𝘛𝘔 𝘩𝘢𝘴 𝘣𝘦𝘦𝘯 𝘵𝘩𝘦 𝘰𝘯𝘭𝘺 𝘶𝘴𝘦𝘧𝘶𝘭 𝘪𝘯𝘯𝘰𝘷𝘢𝘵𝘪𝘰𝘯 𝘪𝘯 𝘣𝘢𝘯𝘬𝘪𝘯𝘨 𝘧𝘰𝘳 𝘵𝘩𝘦 𝘱𝘢𝘴𝘵 20 𝘺𝘦𝘢𝘳𝘴”. At Personal Assets Trust, we agree with the sentiment that most complex investment bank products are not good for customers. In our latest Quarterly Report, 𝗦𝗲𝗯𝗮𝘀𝘁𝗶𝗮𝗻 𝗟𝘆𝗼𝗻 and Charlotte Yonge discuss why they deliberately eschew financial engineering and why simplicity is their preference.  You can read the full report here: https://lnkd.in/e2ihY5VG #MultiAsset

We are delighted to have won 𝗚𝗹𝗼𝗯𝗮𝗹 𝗠𝘂𝗹𝘁𝗶-𝗔𝘀𝘀𝗲𝘁 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗧𝗿𝘂𝘀𝘁 of the year at 𝗖𝗶𝘁𝘆𝘄𝗶𝗿𝗲’𝘀 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗧𝗿𝘂𝘀𝘁 𝗔𝘄𝗮𝗿𝗱𝘀 𝟮𝟬𝟮𝟰! ! Thank you to Citywire for hosting a lovely evening. #MultiAsset #InvestmentTrust

𝗦𝗲𝗯𝗮𝘀𝘁𝗶𝗮𝗻 𝗟𝘆𝗼𝗻, Manager of 𝗣𝗲𝗿𝘀𝗼𝗻𝗮𝗹 𝗔𝘀𝘀𝗲𝘁𝘀 𝗧𝗿𝘂𝘀𝘁, joins Kyle Caldwell on interactive investor's latest episode of 𝗜𝗻𝘀𝗶𝗱𝗲𝗿 𝗜𝗻𝘁𝗲𝗿𝘃𝗶𝗲𝘄. They discuss the four asset classes the strategy invests in and unpack the soaring performance of gold in 2024. Watch the full interview below. https://lnkd.in/e9RSm7Mz

"As a politics graduate, I have a disproportionate interest in the subject. I also recognise the distraction that political outcomes pose to investors, often adding mere noise, to be ignored, if we are to succeed. Yet in the last decade that noise has become louder and its market impact, albeit modest for much of the time, has not always been inconsequential." In the latest Quarterly Report, Sebastian Lyon and Charlotte Yonge explain how, as long-term investors, being reactive to news rarely adds value in the long run. https://lnkd.in/eSvSMNqH

Earlier this week we were delighted to welcome shareholders to our annual Investment Trust Seminar. Sebastian Lyon, Manager of Personal Assets Trust and James Harries, Manager of STS Global Income & Growth Trust together updated shareholders on process, performance and asset allocation whilst also sharing their investment outlook during a period of uncertainty in global markets. Please click below to watch the recording. https://lnkd.in/e52jVBtY

“There is nothing wrong with admitting that you don’t know something. What makes investing so fascinating and sometimes frustrating is not knowing all the answers.” In the latest Quarterly Report, Sebastian Lyon and Charlotte Yonge discuss how gold is the gold standard for precious metals and why they continue to keep things simple. https://lnkd.in/emgNz-92

“There is nothing wrong with admitting that you don’t know something. What makes investing so fascinating and sometimes frustrating is not knowing all the answers.” In the latest Quarterly Report, Sebastian Lyon and Charlotte Yonge discuss how gold is the gold standard for precious metals and why they continue to keep things simple. https://lnkd.in/emgNz-92

In the latest episode of ‘Far From the Finishing Post’, Tom Yeowart and Sebastian Lyon speak to Robbie Robertson, Independent Non-Executive Director of Personal Assets Trust.   They discuss the evolution of the investment trust industry, the advantages of a closed-end structure and the role Personal Assets Trust can play in a portfolio. You can listen to the full episode here: https://lnkd.in/eDy_ynDf

After a very different sort of year in 2022, much of the market was caught off guard in 2023 by a showstopping performance from the share prices of a handful of technology companies. In Personal Assets Trust’s Q1 Report, Charlotte Yonge and Sebastian Lyon look to the year ahead, considering valuations, as well as risk and prospective returns for each asset class in the portfolio. https://lnkd.in/gUgj7fKb

In an article from Trustnet we were pleased to see that Jason Hollands, Director at Bestinvest has picked Personal Assets Trust, managed by Sebastian Lyon and Charlotte Yonge, as one of his top cautious fund picks for 2024.     https://lnkd.in/eeQ6A3nZ