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Investment trust research and insight

Personal Assets Trust: July 2023 Update

In this investment trust update, Senior Investment Analyst Hal Cook shares our analysis on the manager, process, culture, ESG integration, cost and performance of Personal Assets Trust.

Important information - This article isn’t personal advice. If you’re not sure whether an investment is right for you please seek advice. If you choose to invest the value of your investment will rise and fall, so you could get back less than you put in.

This article is more than 6 months old

It was correct at the time of publishing. Our views and any references to tax, investment, and pension rules may have changed since then.

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Written by
Hal Cook
Hal Cook
Senior Investment Analyst

Hal is a part of our Fund Research team and is responsible for analysing funds and investment trusts in the Fixed Interest and Multi-Asset sectors.

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Article history
Published: 26th July 2023