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01509 670918For those investors not in need of an immediate income we recommend a portfolio based on an internationally diversified selection of unit trusts/OEICs. For growth investors the key elements of diversification and patience are as valid today as ever.
Click a fund name for detailed fund information.
Fidelity Global Special Situations W Acc
N/A
0%
September 2006
Acc
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Download KIIDThe manager, Jeremy Podger has been managing global funds since 1990. He was previously at Investec and Threadneedle, prior to taking over the high profile Global Special Situations fund at Fidelity in March 2012. He has outperformed what has been a strong market in the last few years and we favour this fund for investors seeking exposure to a truly diversified global portfolio.
Discrete Annual Performance (to 30/06/2019)
7.5%
10.1%
31.9%
7.4%
18.9%
Fundsmith Equity I
N/A
0%
November 2010
Acc
City veteran Terry Smith has his own unique, stubborn approach to fund management which has paid off handsomely in the past with his fund out-performing his peers consistently. Smith’s philosophy is simple: invest in good companies, don’t pay too much for them and then do nothing, holding on to good performing stocks for ever, if possible. His straightforward approach is evident in his choice of stocks, currently holding just shy of 40% in consumer staples as he continues to focus on the markets that he knows best.
Discrete Annual Performance (to 30/06/2019)
18.4%
15.1%
24.9%
33.4%
19.6%
Jupiter Global Emerging Markets I Acc
N/A
0%
November 2010
Acc
The Jupiter Global Emerging Markets Fund aims to achieve long-term capital growth by investing primarily in companies listed or exposed to emerging markets worldwide. The fund has been managed by Ross Teverson since January 2015. Ross is Jupiter’s Head of Strategy, emerging markets. Ross and his team focus on companies undergoing positive changes that they believe have not been recognised by the stock market.
Discrete Annual Performance (to 30/06/2019)
(-5.4%)
(-0.3%)
31.8%
7.5%
5.2%
Lindsell Train Global Equity B Inc
N/A
0%
March 2011
Inc
A highly concentrated fund run by Nick Train, a manager with an impressive individual record. He adopts a unique investment approach which has led to a long history of out-performance. The manager is currently heavily invested in consumer staples.
Discrete Annual Performance (to 30/06/2019)
18.6%
23.8%
27.1%
18%
23.9%
Man GLG Japan Core Alpha Prof C
N/A
0%
February 2006
Acc
Stephen Harker is a contrarian investor, investing in out-of-favour companies. He selects sound businesses which he believes are capable of a turn around, aiming to buy them when they are cheap and before a change in sentiment occurs. Over the long term, we believe this approach along with Stephen Harker’s experience and talent could reward patient investors.
Discrete Annual Performance (to 30/06/2019)
(-2.3%)
4.9%
42.1%
(-5.7%)
21.1%
TM Crux Euro Special Situations | Acc
N/A
0%
October 2009
Acc
Richard Pease has over twenty years’ experience investing in European equities and has built a formidable reputation. We believe the fund is an excellent choice for long term investors willing to look past the Eurozone’s economic problems and focus on the prospects of well-run, attractively-valued companies.
Discrete Annual Performance (to 30/06/2019)
1.4%
2.9%
24.9%
13.5%
8.2%
In order to invest online into this portfolio or any of the funds described simply click on “Invest Now” above, or if you wish to invest via an application form these can be downloaded from our Downloads page.
NO INITIAL CHARGES on our recommendations.
A client investing a lump sum in the Growth Portfolio, via ISA Ltd, will pay no initial charge. Information correct as at 30th June 2019.
We can also offer no initial charge on over 1000 funds. Please see our Discounts page for a full list of funds available at no initial charge. Contact us by email or telephone if you need help finding a fund.
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