18. Champagne, makeup and insuring against stock market falls

In a whistle-stop tour of the globe, David Coombs, manager of Elite Rated Rathbone Strategic Growth Portfolio, tells us about his belief in the US stock market, why he is investing in government bonds instead of cash, and why some of his top stocks are companies that produce makeup and Champagne.
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Investing in other funds, investment trusts and individual company shares Rathbone Strategic Growth Portfolio is a multi-asset fund that focuses not only on returns, but also on risk and correlation of assets. Manager David Coombs uses a disciplined framework to invest into three distinct categories ‘liquidity’ (assets that can be bought and sold easily), equity risk and diversifiers.

 

Read more about Rathbone Strategic Growth Portfolio

The views of the author and any people interviewed are their own and do not constitute financial advice. However the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions. Before you make any investment decision make sure you’re comfortable and fully understand the risks. If you invest in fund or trust make sure you know what specific risks they’re exposed to. Past performance is not a reliable guide to future returns. Remember all investments can fall in value as well as rise, so you could make a loss.

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