ISA Choices Focus on Growth
Focus on Growth
This year we are featuring some less familiar names that are making a real mark on the equity landscape and a UK Equity Tracker Fund
This fund is now firmly established as one of the leading global equity funds. With assets of over £13 billion it continues to post strong performance figures and remains among the most popular funds with our clients. The manager, Terry Smith, maintains the same very simple, three stage process. Only invest in good companies, don’t overpay for the shares and then hold on to those shares. The fund invests globally and has very stringent criteria which results in a portfolio of between 20 and 30 stocks.
See Terry Smith being interviewed by Morning Star by following the link below.
The Jupiter India Fund aims to achieve long-term capital growth, by investing primarily in companies which operate or reside in India and has been managed by Avinash Vazirani since launch in February 2008. He implements a ‘growth at a reasonable price’ (GARP) investment style. This seeks to identify ‘best-in-class’ companies that he believes have the potential to grow and may benefit from country-wide structural trends and whose shares he feels are trading at a reasonable valuation. Avinash remains positive on the outlook for the Indian economy, although it should be recognised that this is an investment region that can be extremely volatile.
LF Lindsell Train UK Equity
The fund remains one of the top performing UK Equity funds in recent years. The manager, Nick Train, employs a buy and hold approach which has stood his investors in very good stead. He has a concentrated portfolio of 20-35 stocks with low turnover, investing primarily in UK Equities. His steady and thoughtful methods are proving hugely popular. The focus is on companies with sustainable business models and/or established resonant brands that can demonstrate long-term durability in cash and profit generation.
Liontrust Special Situations
Managed since launch in November 2005 by Anthony Cross, who was joined by his co-manager Julian Fosh in 2008, the Fund can invest in any companies in the FTSE All- Share Index regardless of their size or sector. It is run under their Economic Advantage Process, identifying companies that possess intangible assets which produce barriers to competition and provide a durable competitive advantage to defy industry competition and sustain a higher than average level of profitability for longer than expected. The fund has consistently featured in our First Class Funds list since 2014.
For a more detailed explanation of the Economic Advantage process please visit the Liontrust website. Further information about the Liontrust Special Situations Fund can also be found on the Liontrust website.