Investing outside the FTSE 100: investment process and takeaways from 2019

James Yardley sits down with James Baker, manager of MI Chelverton UK Equity Growth, to discuss the fund’s first five years, UK domestic stocks and what made MI Chelverton UK Equity Growth the 4th best performing Elite Rated fund of 2019.

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.