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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 31/12/2019)
22.3%
(-6.5%)
16.9%
27.9%
10.8%
Jupiter Global Emerging Markets I Acc
-
-
November 2010
-
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 31/12/2019)
15.1%
(-21.9%)
22.4%
36.3%
(-7.3%)
LF Miton Worldwide Opportunities B Acc
-
-
April 2003
-
Taking advantage of the anomalies available in the Investment Trust market, this fund looks to buy investment trusts on discounts to their net asset value where the manager believes there is a catalyst for a change. The fund can invest anywhere in the world and due to the diversity of the funds available the manager can access areas outside of equities. With over 400 London listed funds covering a multitude of areas we like the fact this fund can offer investors genuine diversification.
Discrete Annual Performance (to 31/12/2019)
8.7%
(-5.7%)
20.3%
21.5%
2.9%
Man GLG Japan Core Alpha C Pro Acc
-
-
January 2006
-
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 should reward patient investors.
Discrete Annual Performance (to 31/12/2019)
7.5%
(-9.5%)
10.8%
32.4%
18.2%
Marlborough Special Situations P Acc
-
-
July 1995
-
The Marlborough Special Situations fund is based on a very simple premise: smaller companies tend to grow quicker than larger ones. This fund continues it’s success in the UK smaller companies sector with the very knowledgeable Giles Hargreave at it’s helm. The main focus of special situations is emphasised by investing in companies going through a difficult period with good recovery prospects, restructurings or takeovers.
Discrete Annual Performance (to 31/12/2019)
19.7%
(-11.5%)
27.0%
10.5%
20.1%
TB Amati UK Smaller Companies B Acc
-
-
December 1998
-
The TB Amati UK Smaller Companies Fund has been managed by Dr Paul Jourdan since 2000. There are few UK funds with such a long and stable heritage, utilising the combined experience of an investment team with over 50 years’ knowledge of UK smaller companies. The performance of the Fund has been recognised in a number of awards and ratings, which generally compare the level of returns achieved with the volatility of those returns.The Fund’s current portfolio has significant exposure to companies capitalised at £500m and below - a segment of the UK market populated by poorly researched stocks at attractive valuations, offering the greatest opportunities for active investment management.
Discrete Annual Performance (to 31/12/2019)
30.4%
(-6.3%)
36.2%
15.6%
23.2%
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 31st December 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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