Money Makers | Personal holdings

For the purpose of full disclosure, this page lists the personal holdings of Jonathan Davis and Stuart Watson. You may also be interested in Jonathan's list of favourite funds across the whole trust sector.

Jonathan Davis This is a list of the investment trusts in which I currently have a personal shareholding (updated to December 2025). My family members also own some other investment trusts, which are not included here. Update (January 2024): It is important to note that after a decade of high equity exposure, for most of 2022 and 2023, my holdings were heavily biased towards cash, defensiv...

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Disclaimer: Please note that Jonathan Davis is neither authorised or regulated by the Financial Conduct Authority and as such is not permitted to offer financial or investment advice to UK resident investors, whether or not the intended investments are regulated or unregulated. Nothing appearing on the Money Makers website or in any of the content offered as part of the Money Makers service should be construed as financial advice. We strongly encourage you to consult an FCA-authorised Independent Financial Adviser before committing to any form of investment. This is not an offer to participate in a collective investment scheme as defined in section 235 of the Financial Services and Markets Act (2000) and therefore investors will not have access to the Financial Services Compensation Scheme or the Financial Ombudsman Service.