Multi-asset investing: music royalties, UK equities and enhanced income

Staci West 25/01/21 in Videos

Matthew Stanesby, co-manager of Close Managed Income fund, walks us through the funds three major areas of portfolio construction: fixed income [1:19], alternatives [6:56], such as infrastructure, specialist property and music royalties [1:47], and equities. Within equities, we specifically cover why the fund is underweight UK equities [4:45], and overweight Asia compared to longterm asset allocation [5:56]. Matthew also explains what an enhanced income fund is and how it’s used in the portfolio [2:30].

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