Best performing Elite Rated funds of 2018…. and the 21st century
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We have awarded an Elite Rating to 10 new funds following our latest investment committee: seven equity funds, two bond funds and one absolute return fund. Here are the newcomers:
This UK equity long/short fund aims to achieve a positive absolute return for investors regardless of market conditions. It is a very useful portfolio diversifier, with much lower volatility than the UK equity sector average.
This investment trust provides investors with direct exposure to the Chinese market and has a bias towards smaller and medium sized companies, so is not for the faint-hearted. The good news is that the manager, Dale Nicholls, has extensive investment experience in the Far East and is able to draw on the breadth and depth of Fidelity’s resources in the region.
Straight-talking Yorkshireman Richard Penny has a solid track record of identifying undervalued companies. He targets stocks with mispriced growth and recovery potential and is happy to hold them until they re-rate.
This fund invests predominantly in corporate bonds. Since launch in 2010, it has invested in shorter dated bonds to lower the portfolio’s sensitivity to interest rate rises, but has the flexibility to invest in longer dated bonds as and when rates normalise.
Manager Claudia Calich uses her experience in this asset class to analyse the macro-economic environment and individual companies to pick the best mix of bonds for this portfolio. She has the flexibility to invest across the whole emerging market bond market in both hard and local currencies.
This equity income fund invests in UK companies of all sizes, as well as continental European companies that derive a substantial part of their revenues from the UK. Manager Henry Dixon can also invest up to 20% in corporate bonds, which sets it apart from the majority of its peers.
Manager David Walton can hold European businesses of all sizes in the fund but tends to focus on smaller companies, targeting the continent’s minnows. These businesses are often overlooked and have the potential to outperform.
This fund invests in small, medium and large UK companies that lead their sector and have the potential to grow – regardless of the prevailing economic environment. It allocates more to large companies than most other Marlborough funds, which reflects its objective to back growth opportunities across the whole market spectrum.
Manager Philip Rodrigs harnesses the power of River and Mercantile’s MoneyPenny screening system to select his favourite companies for this concentrated and flexible portfolio.
This fund invests in a range of global companies, across developed and emerging markets, which have the potential to achieve improving or above-average earnings growth.