City Natural Resources High Yield Trust - Re: CYN Stream Log - I looked further into this...

I looked further into this trust and feel it is very well managed and decided to invest a small stake in it today (not a recommendation). The outlook for commodities is not great and so there may well be more volatility and so this is definitely a long term holding and not one for the get rich quick investor. My thinking is that the demand for commodities will expand over time as the world population grows. I considered BRWM and CYN and decided on CYN as it has a more diversified portfolio of holdings i.e. not just miners. Some considerations: (i) the trust holds smaller companies i.e. not your Rio or BHP (ii) Independent Group has launched a bid for Sirius Resources which is one of the biggest holdings in the trust and (iii) Raven Russia a property investment company specialising in commercial real estate in Russia. I like the fact that the trust holds alternative energy and agricultural shares (although not sure Plant Impact pays a dividend yet). BRWM seems to pay a bigger dividend yield and is at a very low attractive price. CYN has a history of growing the dividend and also holds preference shares and bonds.