50 of the best funds and investment funds

An encounter with the list of almost 3,000 options of funds based in the UK that are offered can be confusing

We asked trusted experts to recommend the best funds and investment funds that cover different investment sectors, and included the selection of active and passive options of This is Money.

Investors have many options when it comes to deciding on funds and investment trusts that can put their money to work.

Funds, trusts and trackers offer the opportunity to invest in almost everything you can imagine, almost anywhere you want, at a low cost and with minimal effort.

However, with all that choice comes a difficult task. An encounter with the list of almost 3,000 options of funds in the United Kingdom that are offered can be very confusing, even for an experienced investor.

An encounter with the list of almost 3,000 options of funds based in the UK that are offered can be confusing

An encounter with the list of almost 3,000 options of funds based in the UK that are offered can be confusing

So we asked some trusted experts to recommend the best funds covering different investment sectors, and they also included the option to select passive funds from This is Money as well.

To give you some investment ideas, here are 50 of the best funds.

How to use these fund ideas

This is Money's list of 50 top funds and investment funds designed as a starting point for your investment ideas.

Before considering investing, it is important that you do your own research and consider how a fund, trust or tracker can fit into your existing portfolio.

You should consider whether it is suitable for you as an investor and whether it is suitable for the investment team that has a balanced portfolio.

For more help on how to understand the extraction funds and asset allocation, download our free investment guide: how to be a successful investor

Prudent or risk-averse investor

Rathbone's strategic growth portfolio

Running expenses: 0.5%

"Rathbone's strategic growth portfolio is one of the new fund categories that focuses on risk and then seeks to maximize returns," says Darius McDermott of FundCalibre. "It's a fund of funds in which the manager selects what his team likes to call 'best-of-class' funds, whether they are actively managed open funds, mutual funds or index funds. The fund is targeting a risk of around two thirds of the shares, so investors are somehow protected during market declines. "

Distribution of Jupiter

Current expenses: 0.64%

"This fund has an approximate ratio of 70:30 between the shares in fixed income and shares, with an actively managed distribution and a focus on risk control and preservation of capital," says Darius McDermott of FundCalibre. "I really like the fact that managers attend meetings of the company together and decide not only whether they invest or not, but whether the investment would be made better through the capital or debt of the company, while exercising caution and diversification, The fund has a record of constant performance above the industry average and is a strong contender for prudent investors.

Assignment of M & G episodes

Running costs: 0.88%

"A cautious fund is one that extends to more than one asset class, and that restricts how much you can be in the stock market," says Brian Dennehy of Fund Expert. "The most appropriate for a novice investor or someone who would find the daily highs and lows of the stock market too volatile.

"The hunting ground for cautious funds is mainly from two sectors, for less active investors, we look for a constant return for longer periods." In Mixed Investment 0-35% Shares, we would choose Jupiter Distribution, while in Mixed Investment 0-35 % Shares, we would choose M & G Episode Allocation. & # 39;

Newton Real Return

Running costs: 0.79%

"The Newton Real Return manager, Iain Stewart, focuses first on the preservation of capital and then on the growth of capital," says Architas' Adrian Lowcock. "This is because he believes it is easier to grow his capital if the value has not yet declined." That is to say. if £ 100 falls to £ 90 it would need to grow a little more than 22% to reach £ 110, while you only need to increase 10% of the original investment of £ 100, a much smaller question. Stewart has a major portfolio of large British large-cap companies and then complements this with exposure to cash and government bonds to keep volatility low and protect the portfolio. "

Total overall performance of Pyrford

Running costs: 0.81%

Pyrford's total global return invests in a combination of stocks, government bonds and cash with the aim of offering attractive long-term growth with less volatility than the stock market and was chosen by Mark Dampier of Hargreaves Lansdown. In his Wealth 150 report, he says: "They adopt a disciplined and long-term approach, which is too rare in the investment world, and we consider it prudent at heart." This fund could be at the center of virtually any investment portfolio.

Investment trust for personal assets

Running costs: 0.93%

"Here I would look for a flexible trust with proven ability to protect the capital of clients in more volatile market conditions," says Patrick Thomas of Canaccord Genuity Wealth Management. "The trusts we like have a relatively low correlation with broader stock markets, and we have been long-term investors at RIT Capital Partners, which offers attractive exposure to areas such as property and private equity. reasonably large in this confidence Personal Assets Trust is a defensive position trust with a relatively low exposure to equities and positions in indexed public debt and gold.It has proven resilient in more challenging market conditions (eg 2008 ) and operates with a zero discount policy.

Vanguard LifeStrategy

Running costs: 0.22%

Vanguard LifeStrategy funds allow investors to choose their risk levels and then buy a basket of assets that suit them, through stocks and bonds around the world. They are cheap, simple and allow investors to move from the cautious extreme of the balance to 20 percent of the shares, to high risk to 100 percent of the shares. The current rates are only 0.22 percent and the most cautious options will have 40 percent of shares or less.

Vanguard LifeStrategy funds allow investors to choose their risk levels and then buy a basket of assets that suit them

Vanguard LifeStrategy funds allow investors to choose their risk levels and then buy a basket of assets that suit them

Vanguard LifeStrategy funds allow investors to choose their risk levels and then buy a basket of assets that suit them

Captivity

Optimal income of M & G

Running costs: 0.91%

"With inflation going up in the UK and interest rates going up in the US, I think you should invest in a fully flexible bond fund right now," says Darius McDermott of FundCalibre. & # 39; M & G Optimal Income is the epitome of this. It's a "go anywhere" fund that allows the manager to invest across the unrestricted spectrum of bonds and can even invest a portion in stocks if the manager thinks the revenue opportunities are better. "

Royal London Sterling Extra Yield

Running expenses: 0.83%

Royal London Sterling Extra Yield is a flexible strategic bond fund chosen by Mark Damiper of Hargreaves Lansdown. In his report Wealth 150, he says: "We believe that this is at the highest risk end of the bond portfolios." As such, this fund could be considered by investors seeking a higher level of income, but who are willing to tolerate a potentially higher volatility in search of higher long-term yields ".

M & G Global Macro Bond

Running expenses: 0.80%

"After 30 odd years of rising prices, the years ahead will not be easy for fund managers," says Brian Dennehy of Fund Expert. "There is a fund that has stood out in recent years, since it has great flexibility in its mandate, which is well implemented by the manager, M & G Global Macro Bond.In addition to a global summary, take advantage of opportunities in both bonds as in foreign currency, with considerable success ".

"In general, we prefer funds that are resilient or that benefit from an environment of rising rates, as well as those with enough performance to insulate against the impact of an increase in rates," says Patrick Thomas of Canaccord Genuity Wealth Management . "In Europe, we believe that CVC Credit Partners European Opportunities is a good option for investors looking for a stable return, currently at 4.8%."

Artemis Income looks for undervalued companies that can not only generate a high level of cash surplus, but also use their cash wisely

Artemis Income looks for undervalued companies that can not only generate a high level of cash surplus, but also use their cash wisely

Artemis Income looks for undervalued companies that can not only generate a high level of cash surplus, but also use their cash wisely

Income

Artemis income

Running costs: 0.79%

"Artemis Income managers look for undervalued companies that not only can generate a high level of cash surpluses, but also use their cash wisely, whether to provide income or reinvest in the business," says Darius McDermott of FundCalibre. "Managers can, and do, invest up to 20% of the fund in equities abroad, which provides additional opportunities to obtain additional returns, their current performance is around 4%."

Schroder Renta Maximiser

Current expenses: 0.84%

There are two categories, the maximum income now and the growth of income, "says Brian Dennehy of Fund Expert." To get the most income, the experts are Schroders. I am satisfied with the income of Schroder, Maximiser and Schroder Asian Income Maximiser, both with yields of 6.8%. You sacrifice future growth in both capital and income, but some investors would now prefer higher income. "

JOHCM UK Equity Income

Running costs: 1.31%

Brian adds: "For revenue growth, we are looking for a very clear fund management history, since many are not good enough." JOHCM UK Equity Income stands out with eight years out of every 10 of revenue growth, and still it has a gross current yield of 4.7%.

Income Schroder UK Alpha

Current expenses: 0.84%

"Matt Hudson, leads Schroder UK Alpha Income following a business cycle philosophy where he investigates the state of the market cycle the economy is in and invests to reflect this," says Architas' Adrian Lowcock. "This approach requires a significant understanding of the economy and the changing dynamics of the UK economy." Hudson combines this knowledge with the analysis of companies looking for those companies that can increase their profits and along with those dividends. well throughout the market cycle, but tends to be delayed during the transition phases. "

Murray International

Running expenses: 0.70%

"We like the opposite stance of Murray International's manager, Bruce Stout, and the admirable discipline of maintaining its investment process that still offers a 4% return," says Patrick Thomas of Canaccord Genuity Wealth Management. "The trust offers attractive and diversified exposure to high-quality companies where dividend security is paramount, and it also has the added advantage of currency exposure in emerging markets, which has been useful during the devaluation of the pound sterling. .

City of London

Running expenses: 0.42%

"The city of London has been run by Job Curtis since 1991, with that 26-year season a remarkable career in itself," says Simon Lambert of This is Money. & # 39; Has a 50-year history of increasing dividends and is a confidence in my Isa. Despite his solid track record of stock selection, Curtis is a modest manager who has demonstrated a real commitment to his investors over the years (and the board has also reduced the charges for them). The current charges are only 0.43 percent. & # 39;

Schroder Strategic Credit Fund

Current expenses: 0.67%

"The world economy seems to have rebounded throughout 2016, which has caused a return of inflation, although from very low levels," says Schroders, head of multiple administrators, Marcus Brookes. "Historically, inflation has led to poor returns for fixed-income investors, but this is an area that many rely on for revenue, and we believe that the Schroder Strategic Credit fund can be a good fund for investors looking for income. They are worried about the possibility that interest rates will rise at some point, Peter Harvey has successfully managed this fund for more than 10 years, which ensures that the portfolio maintains its sensitivity to the really low rate increase. "

The city of London has been administered by Job Curtis since 1991

The city of London has been administered by Job Curtis since 1991

The city of London has been administered by Job Curtis since 1991

United Kingdom

Investec UK Alpha

Running costs: 0.85%

"Investec UK Alpha is a well diversified UK equity fund that invests in companies of all sizes, but will have at least 50% of the shares in FTSE 100 companies," says Darius McDermott of FundCalibre. "The manager believes that the markets are excessively focused on short-term factors, usually focused on the next set of results and not where the company will be in five years' time, creating opportunities and allowing this fund to take advantage of companies quality they will offer for many years in the future. "

Liontrust UK Small Businesses

Running costs: 1.38%

"For a genuine exposure in the UK, you have to go to small cap," says Brian Dennehy of Fund Expert. "I am very excited about the long-term potential of the Liontrust UK Smaller Companies fund, with up to 40% in the most dynamic technology companies in the UK, an area that is also prioritized for government support because the UK is reinvents himself. "

Nick Train is a long-term investor with a focus on companies with a strong brand and cash flow

Nick Train is a long-term investor with a focus on companies with a strong brand and cash flow

Nick Train is a long-term investor with a focus on companies with a strong brand and cash flow

Lindsell Train UK Equity

Running expenses: 0.74%

"Lindsell Train UK Equity manager Nick Train is a long-term investor with a focus on companies with a strong brand and cash flow, which will be present in a few decades and will be able to weather the economic and political fact cycles," says Architas. Adrian Lowcock "Look for conservatively funded companies that produce a high and stable return on capital and a profit margin above the average, and also look for companies that will benefit from long-term trends, such as the growing demand for goods and services in the markets. in development and digital technology. "

River & Mercantile UK Dynamic

Running costs: 0.85%

R & M UK The dynamic manager Philip Rodrigs selects only his favorite shares in a small and agile portfolio. This fund was chosen by Mark Dampier of Hargreaves Lansdown. His Wealth 150 report says: "The manager has the flexibility to invest across the spectrum of small, medium and large companies, allowing him to choose the best investment opportunities wherever they lie." This unrestricted approach allows you to invest in small companies with exceptional potential and hold on to them as they become tomorrow's FTSE 100 giants. "

Special values ​​of Fidelity

Running costs: 1.20%

"Investment in value has clearly been back in vogue as investors continue to rotate from the" bond proxy "to cheaper and more economic areas," says Patrick Thomas of Canaccord Genuity Wealth Management. "Alex Wright, manager of Fidelity Special Values ​​has a proven track record and the trust negotiates with a reasonably attractive discount."

Legal and general index of the United Kingdom

Running expenses: 0.10%

The Legal & General UK index is a FTSE All Share tracking fund that follows the broad UK stock market. It has a continuous charge of 0.1 percent, so it is very economical and large enough to keep all companies in the index. This is a great and simple UK tracking fund for passive investment.

  Jupiter India is an adventurous fund directly exposed to Indian growth

  Jupiter India is an adventurous fund directly exposed to Indian growth

Jupiter India is an adventurous fund directly exposed to Indian growth

Increase

Schroder Asian Alpha Plus

Running expenses: 0.89%

"The Schroder Asian Alpha Plus fund has a flexible mandate with few formal constraints, but will normally have a bias towards larger companies in the Asia region (excluding Japan)," says Darius McDermott of FundCalibre. "The manager does a lot of due diligence, puts great emphasis on corporate governance and tries to invest in the right management teams to protect the investors, ideas come from the large team of regional analysts at Schroders, the brokers and the manager himself. , invest in the best ideas of 50-70 ".

Baillie Gifford Global Discovery

Running expenses: 0.78%

An exciting but volatile fund is Baillie Gifford Global Discovery with 30% in health and technology. Great potential for long-term investors & # 39; says Brian Dennehy, of Fund Expert.

Marlborough Nano Cap

Running costs: 1.56%

Marlborough Nano Cap manager, Giles Hargreave, is an experienced stock manager with one of the best resources to invest in small businesses in the UK. This fund was chosen by Mark Dampier of Hargreaves Lansdown. His Wealth 150 report says: "This fund is managed similarly to the funds of smaller companies existing in the team, but it is a smaller and more agile portfolio in which the smallest companies in the United Kingdom are emphasized. We believe that the fund is an excellent option for adventurous investors looking for exposure to this part of the market niche. "

Global

Fidelity Global Dividend

Running costs: 0.95%

"Fidelity Global Dividend offers global diversification for investors and with an income objective offers the potential for consistent long-term returns," says Architas' Adrian Lowcock. "The portfolio is built entirely through stock selection with a focus on companies that offer a growing and sustainable level of revenue, but the manager, Dan Roberts, is looking for a higher return on capital appreciation that suits Investors do not necessarily need income … Roberts looks for companies with simple, easy-to-understand businesses that have a reliable cash flow generation. "

Darius McDermott of FundCalibre also likes Fidelity Global Dividend. He says: This is a central global income fund that aims to pay a regular and growing income while preserving capital. The fund has no restrictions in terms of where it can invest and can avoid some countries or sectors in general. Almost all stocks will become dividend payers before entering the portfolio and will have very low levels of indebtedness, which means that their earnings are less likely to be affected by the repayment of the debt, which increases the stability of the debt. payment of dividends.

Monks

Running costs: 0.57%

"We highly qualified the Global Alpha team at Baillie Gifford and have a phenomenal track record," says Patrick Thomas of Canaccord Genuity Wealth Management. "Given the current Scottish mortgage premium, we like Monks (70% cross over in underlying holdings) as a cheaper way to access a talented team."

Lindsell Train Global Equity

Running costs: 0.77%

Lindsell Train Global Equity is a concentrated fund managed by Nick Train and Michael Lindsell and was chosen by Mark Dampier of Hargreaves Lansdown. His Wealth 150 report says: "The duo adopts a unique investment approach that has led to a long history of performance." We believe that Nick Train and Michael Lindsell are exceptional stock pickers and see the fund as a great way to access their best ideas. "

iShares Core MSCI World ETF

Running costs: 0.20%

The iShares Core MSCI World ETF invests worldwide with a total expense ratio of only 0.2%. The ETF is weighted by the size of the market of the main stock markets of the world, with the highest percentage with 59 percent invested in the US. UU The United Kingdom represents 6.5 percent of the ETF and is its third largest holding.

Legal and General International Index Trust

Running costs: 0.13%

The global monitoring fund of Legal & General gives access to companies around the world for a continuous charge of only 0.13 percent, but does not include the United Kingdom. That makes it a good option for the global exposure for UK investors who already have a lot of local bias in their portfolios.

There are some attractive opportunities to buy trusts that have high quality European companies where revenues are focused on an international level instead of pure works in the euro zone.

There are some attractive opportunities to buy trusts that have high quality European companies where revenues are focused on an international level instead of pure works in the euro zone.

There are some attractive opportunities to buy trusts that have high quality European companies where revenues are focused on an international level instead of pure works in the euro zone.

International markets

GAM Star Continental European Equity

Running expenses: 0.96%

"This fund invests in large companies, and the team prefers those that believe they will grow faster than the index," says Darius McDermott of FundCalibre. "Meetings with industry experts and company management are a high priority and the team thoroughly analyzes industry, business and management drivers from data over many years. to specific issues and companies are favored with a solid generation of cash and increasing profits Through patience in the process and conviction in their decisions, their approach has reaped rewards. "

Jupiter European opportunities

Current expenses: 1.16%

"Europe continues to be plagued with negative political headlines and concerns about populist governments," says Patrick Thomas of Canaccord Genuity Wealth Management. "We believe that much of this is exaggerated and we will note some attractive opportunities to buy trusts owned by high-quality European companies whose revenues are focused on the international market instead of pure works in the euro zone Jupiter European Opportunities has a strong track record and It is negotiated with a reasonable discount.

Schroder Small Cap Discovery

Running costs: 1.01%

Schroder Small Cap Discovery is managed by Matthew Dobbs, an experienced investor in Asian and emerging markets, and was chosen by Mark Dampier of Hargreaves Lansdown.

His Wealth 150 report says: "This adventurous fund aims to capitalize on the growing number of opportunities for smaller, higher-risk companies exposed to the fastest growing regions of the world." In our opinion, it represents a unique proposal, as it offers something Unlike most Asian and emerging market funds that tend to focus more on larger companies, we generally consider combined exposure to some of the smallest and most innovative companies in the world with the potential for long-term growth. The term of emerging and Asian markets is an interesting prospect. "

Antigua Mutua Asia Pacific

Current expenses: 1.22%

"Asia is where the action is in the coming decades," says Brian Dennehy of Fund Expert. "Its middle class will eclipse the West in the coming decades, in many cases, the debt is relatively low and the young populations, in particular, their markets currently have a good value (in the worst case) and they have stability. policy that the West lacks (a change that is not yet reflected in the valuation differences, far from it) .The Old Mutual Asia Pacific has an excellent consistency during most periods in the last 10 years, and is still relatively small (less than £ 200m) which gives it more flexibility than larger peer groups. "

The US intermediates UU They should benefit from a combination of tax cuts and fiscal stimulus more than the big US capitals

The US intermediates UU They should benefit from a combination of tax cuts and fiscal stimulus more than the big US capitals

The US intermediates UU They should benefit from a combination of tax cuts and fiscal stimulus more than the big US capitals

Schroder US Mid Cap

Running costs: 0.92%

"Schroder US Mid Cap administrator Jenny Jones invests in companies with good growth potential that have an attractive price," says Architas' Adrian Lowcock. "It focuses on the value analysis of stocks and has a prudent temper, which means that it tends to avoid investing in volatile markets." Mid Cap "should benefit from a combination of tax cuts and fiscal stimulus more than large ones. American capitals. "

Hermes Asia ex Japan Equity Fund

Running costs: 1.20%

"Many investors have been concerned about China's ability to maintain its growth, which has led them to reduce their exposure to this area," says Schroders, head of multiple managers, Marcus Brookes. "Although we share some of these concerns in the longer term, we believe it would be prudent to add positions once again." Our fund chosen for this purpose is the fund managed by Jonathan Pines Hermes Asia ex Japan Equity. Manager has a strong value-based philosophy, something that we believe could lead the market for a while.In addition, the fund has already had some success, but careful management of capacity means that we hope it is not too big , which will allow him to continue with his impressive performance ".

"Asia is where the action is in the coming decades," says Brian Dennehy, fund expert.

Emerging markets

Lazard Emerging Markets

Running costs: 0.93%

"The team that runs Lazard Emerging Markets looks for companies that are considered less than ordinary opportunities but that have the potential to be extraordinary investments," says Darius McDermott of FundCalibre. "In other words, they are looking for the global brands of the future, the fund benefits from a well-endowed emerging market team based in New York, I like their strong discipline of values, how they diversify risks at the country level. and sector, and also how they pay much attention to political situations. "

Baillie Gifford Leading companies in the emerging market

Current expenses: 0.84%

"Emerging markets have the same potential as in Asia," says Brian Dennehy of Fund Expert. & # 39; There are two approaches here. Leading companies in the emerging market of Baillie Gifford. Excellent consistency in all periods in the last 10 years. Second emerging market entry of Newton. It was released with a great story in 2012, but it has really struggled to gain ground. This falls into my category of hidden value. "

Templeton emerging market confidence

Total expense ratio: 1.31%

"Emerging markets have continued to outperform this year as investors continue to seek higher growth," says Patrick Thomas of Canaccord Genuity Wealth Management. "Much of the sector continues to trade at huge discounts, Templeton has been strengthened since the appointment of Carlos Hardenberg in September 2015 and is one of the emerging market trusts with the best performance in the last year and continues to quote at an attractive discount." Mark Dampier, of Hargreaves Lansdown, also likes Templeton Emerging Markets and can watch the video interview of This is Money with manager Carlos Hardenberg on Investing Show.

BlackRock Emerging Markets Equity Tracker

Running costs: 0.26%

BlackRock's Emerging Markets Equity Tracker is a fund that offers a passive approach to investing in emerging markets with continuing charges of only 0.24 percent. Tiene inversiones en todo el mundo, con la porción más grande en Asia, en un 40 por ciento, y en América del Sur y Central, con un 16 por ciento. El único país más grande es Taiwán con el 14% y las economías emergentes de Europa también.

Artemis Global Emerging Markets Fund

Gastos corrientes: 1.00%

"A pesar del resurgimiento en 2016, los mercados emergentes han tenido un desempeño inferior al de los mercados desarrollados en los últimos años, y es un área que habíamos estado evitando", explica el jefe de multigestores de Schroders, Marcus Brookes. "Hemos elegido sumergir los dedos de los pies de nuevo en el agua, ya que pensamos que la región continúa siendo más atractiva. Uno de los fondos que nos gusta en esta área es la oferta de Artemis, dirigida por Peter Saacke y Raheel Altaf, utilizando el enfoque "SmartGARP" de la empresa. El fondo no es demasiado grande y engorroso, lo que le da mayor flexibilidad para invertir en el espectro de los mercados emergentes, y cuenta con un sólido equipo detrás. Creemos que es una buena opción para jugar la mejora en los fundamentos de los mercados emergentes ".

Aventurero

Baillie Gifford Shin Nippon Trust

Gastos corrientes: 1.24%

"Shin Nippon significa 'nuevo Japón' y esta confianza se centra en los sectores emergentes o alterados, donde el gerente ve oportunidades de crecimiento innovadoras", dice Darius McDermott de FundCalibre. "Baillie Gifford Shin Nippon Trust invierte en pequeñas y medianas empresas y, en los últimos 10 años, el fideicomiso se ha orientado cada año en un rango entre 9% y 18%, lo que puede aumentar aún más el riesgo. Si quieres el mismo equipo pero un fondo un poco menos arriesgado, tienen un producto abierto llamado Baillie Gifford Japanese, que también me gusta ".

Compañías más pequeñas de Franklin Reino Unido

Gastos corrientes: 0,83%

"Los gerentes Richard Bullas y Paul Spencer tienen un enfoque de tres frentes para invertir en compañías más pequeñas", dice Adrian Lowcock de Architas. "La cartera principal de Franklin UK Smaller Companies se invierte en empresas de crecimiento de alta calidad. Esto se complementa con nombres menospreciados y menospreciados en los que el mercado no ha reconocido su potencial de crecimiento. La última apuesta está en las acciones de recuperación, que tienden a ser más cíclicas por naturaleza ".

Júpiter India

Gastos corrientes: 1.09%

Jupiter India es un fondo aventurero directamente expuesto al crecimiento de la India y fue elegido por Mark Dampier de Hargreaves Lansdown. Su informe Wealth 150 dice: 'Avinash Vazirani tiene una gran experiencia en invertir en India, habiendo administrado acciones en la región durante dos décadas. Ha construido una excelente trayectoria a largo plazo y creemos que un sesgo hacia las pequeñas y medianas empresas ha agregado valor a lo largo del tiempo. Este posicionamiento también diferencia al fondo de muchos de sus pares, que tienden a concentrarse en algunas de las compañías más grandes de la India, aunque las pequeñas y medianas empresas pueden ser más volátiles que sus contrapartes más grandes ".

Pershing Square

Gastos corrientes: 1.81%

"Pershing Square es un fondo con una historia algo accidentada dados los problemas bien publicitados con su participación en Valeant Pharmaceuticals", dice Patrick Thomas, de Canaccord Genuity Wealth Management. Dicho eso, el gerente Bill Ackman no se ha convertido en un mal gerente de la noche a la mañana y los inversores cómodos con su enfoque concentrado de exposición y activismo, podrían ver el descuento actual como una oportunidad de compra. Uno para los valientes, pero que ha obtenido importantes beneficios en el pasado ".

Los inversores deben saber que se trata de un fondo de cobertura enfocado en los Estados Unidos, con una dirección de Guernsey y con acciones que cotizan en dólares estadounidenses. Está cubierto por la AIC aquí, tiene una cotización en la bolsa de valores de Euronext Amsterdam y dice que planea solicitar una cotización premium en la Bolsa de Londres.

El bamboleo del Brexit es un recordatorio de que, durante períodos cortos, la operación de fondos podría suspenderse por razones sensatas

El bamboleo del Brexit es un recordatorio de que, durante períodos cortos, la operación de fondos podría suspenderse por razones sensatas

El bamboleo del Brexit es un recordatorio de que, durante períodos cortos, la operación de fondos podría suspenderse por razones sensatas

Propiedad

F&C Real Estate Securities

Ongoing charges: 1.45%

‘F&C Real Estate Securities invests in both residential and commercial real estate companies, listed in the UK and Europe’, says FundCalibre’s Darius McDermott. ‘F&C has one of the best resourced and most experienced property teams in the business and also runs the TR Property Investment Trust, which I also rate highly. The unique way the managers use the full range of tools available to them, including by shorting unfavoured stocks, enables them to express a wider range of views and better manage risk. This is a big positive given the small size of their investment universe.’

Kames Property Income

Ongoing charges: 0.96%

‘The Brexit wobble is a reminder that over short periods the fund dealing might be suspended for sensible reasons – this is a given, and always was’, says Fund Expert’s Brian Dennehy. ‘Kames Property Income continues to have attractions in a low interest rate environment, with a yield of 4.4%. Its greatest emphasis is outside London and the South East, where decent value remains.’

Legal & General UK Property

Ongoing charges: 0.75%

‘This is a core property fund and investors benefit from access to Legal & General’s expertise’, says Architas’ Adrian Lowcock. ‘Legal & General UK Property only invests in quality assets with strong tenant covenants and leases in areas with strong underlying economies. The fund’s investment process considers both the economic outlook and property selection. The manager, Matt Jarvis, may make use of property derivatives, property securities and cash to manage liquidity within the fund.’

TR Property

Ongoing charges: 0.76%

‘TR Property trust offers a diversified exposure to UK REITS at an attractive discount with a reasonable yield’, says Canaccord Genuity Wealth Management’s Patrick Thomas. ‘Post-Brexit there is still real value with some of their holdings themselves trading at substantial discounts.’

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