ISA Choices Focus on Growth
Focus on Growth
CFP SDL Buffettology
The fund aims to achieve an annual compounding rate of return over the long term, superior to that of its peers. With assets nearing £1.45 billion, it boasts a strong track record over the last 5 years, consistently out-performing both sector and benchmark figures. The manager, Keith Ashworth-Lord invests in predominantly UK equities applying the methodology of Business Perspective Investing. Business Perspective Investing seeks to identify companies exhibiting criteria considered essential to the long term success of that business. They are expected to possess both strong operating franchises and management teams. Investments are made at a valuation deemed to provide shareholder value over the long term – not sold for short term profits.
More information on the fund, including a video from fund manager Keith Ashworth-Lord can be found on the Sandford DeLand website.
Lindsell Train Global Equity
Run by Nick Train, the fund is one of the top performing Global funds in recent years, outperforming relevant benchmarks. The aim of the fund is to increase the value of Shareholder’s capital over the long term as opposed to be looking to make short term gains. Run in a similar style to the popular UK Equity fund, Nick Train, along with Michael Lindsell and James Bullock employ a buy and hold style which has stood thier investors in good stead. Lindsell Train favour investing in companies that own or create media content or software to take advantage of ongoing changes in technology and distribution. The fund is focused on a concentrated portfolio of global equites which are considered to be exceptional performers by global standards.
Liontrust UK Smaller Companies
The aim of the fund is to provide long-term capital growth by investing primarily in smaller UK companies displaying a high degree of intellectual capital and employee motivation through equity ownership in their business model. To achieve this aim, the fund invests in a portfolio of UK smaller companies’ shares, the majority of which are contained within the FTSE Small Cap, the FTSE Fledgling and the AIM indices. Companies within the Fund that graduate into the FTSE 250 Index will be held until a suitable replacement company is found. Run by Anthony Cross, Julian Fosh, Victoria Stevens and Matt Tonge, the fund has performed well against sector benchmarks in recent years and is featured on our First Class Funds List.
AXA Framlington Global Technology
The fund, run by Jeremy Gleeson, invests in shares of listed companies engaged in the research, design and development of technologies and aims to deliver above average returns. Although biased towards the US, due to the majority of tech companies being based there, the fund can invest in a company based anywhere in the world. Focused on fundamental stock selection, companies and business models are identified that can provide long term growth and have been identified as the drivers of IT growth. There is exposure to small and midcap companies where it is thought there can be added value. Jeremy is confident that the recent positive performance will lead to strong growth in the coming years.
The value of investments can go down in value as well as up, so you could get back less than you invest. It is therefore important that you understand the risks and commitments. This website aims to provide information to help you make your own informed decisions. It does not provide personal advice based on your circumstances. If you are unsure of how suitable an investment is for you, please seek personal advice from an independent financial adviser.