Citywire for Financial Professionals
Stay connected:

View the article online at http://citywire.co.uk/money/article/a894628

Nicer ISA: Citywire’s fund picks for 2016

Jonathan Miller, Citywire’s head of research, selects his favourite funds run by some of the country’s most experienced fund managers.

 
Nicer ISA: Citywire’s fund picks for 2016

For UK Equities I’ve gone for three stock pickers with distinctive approaches.

Artemis UK Special Situations
Fund managers Derek Stuart and Andy Gray both have Citywire AA performance ratings. They look for unloved companies in the process of management turnaround. Over three quarters of the fund is held in large and medium-sized firms, with the rest in smaller and unlisted stocks. The fund is skewed towards technology, consumer services and industrial companies and away from healthcare and financials. Performance has been sound in tricky markets.

Liontrust Special Situations
Managers Anthony Cross and Julian Fosh also boast Citywire AA performance ratings and their fund ranks third out of 177 UK Equities funds over ten years with a 217% total return to the end of February. The duo look for companies with intellectual property, strong distribution networks or a recurring income stream. The portfolio has a heavy technology weighting and the duo are not averse to holding cash when they feel the time is right. The quality companies they invest in tend to be less swayed by market fluctuations which is why I regard this as a strong long-term pick.

Marlborough UK Micro Cap Growth
This is a compelling fund to invest in up-and-coming UK businesses. Giles Hargreave is the longest serving manager in UK Smaller Companies and over ten years the fund beats 35 other funds in the sector with an outstanding 227% total return. Hargreave and co-manager Guy Feld focus on companies with a market value under £250 million and are currently shunning stocks reliant on demand from Asia, concentrating instead on companies serving the UK market.

Next page: equity income funds

Sign in / register to view full article on one page

5 comments so far. Why not have your say?

Joe Nooks

Mar 29, 2016 at 18:15

Here are three more funds whose veteran managers are adept at finding companies growing their dividends......

But Artemis Income and Royal London UK Equity Income seems only to equal two..........or am I missing something??

Joe

report this

Hugh M

Mar 30, 2016 at 05:38

Hm, no mention of Fundsmith or CF Miton UK Value Opps?

report this

Maverick

Mar 30, 2016 at 18:03

Now let's have the same for investment trusts - with comparative figures, of course . . .

report this

Broomtree

Mar 30, 2016 at 23:58

I have sold out nearly all my MAN GLG Japan CoreAlpha and built up my stake in Legg Mason Japan..... and what a ride up over 230% since my initial stake in June 2016, even my SIPP average which was was invested later has now topped 94%, a hairy ride at times but hey with results like that I'm not complaining. I intend to remove my original investment so it will be pure profit.

report this

Broomtree

Apr 02, 2016 at 11:25

oops - Should read June 2014

report this

leave a comment

Please sign in here or register here to comment. It is free to register and only takes a minute or two.

News sponsored by:

More about this:

Look up the funds

  • Artemis UK Special Situations R Acc
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Liontrust Special Situations Fund (R)
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Marlborough UK Micro Cap Growth A Acc
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Artemis Income R Inc
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Royal London UK Equity Income A
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Rathbone Global Opportunities Acc
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Newton Real Return GBP Inc
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Standard Life Inv Global Absolute Ret Strat 4-Pen
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Stewart Investors Asia Pacific Leaders A GBP Acc
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Man GLG Japan CoreAlpha Retail Acc A GBP
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Jupiter European I Acc GBP
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Fidelity Emerging Markets Acc
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • First State Global Listed Infras VI Dist GBP
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Henderson Strategic Bond A Net Inc
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Jupiter Strategic Bond Acc
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • M&G Global Macro Bond A Inc
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • EdenTree Amity International A
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them

Look up the investment trusts

Look up the fund managers

  • Derek Stuart
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Andy Gray
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Anthony Cross
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Julian Fosh
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Giles Hargreave
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Adrian Frost
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Adrian Gosden
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Nick Shenton
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Martin Cholwill
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Robin Hepworth
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • James Thomson
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Iain Stewart
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Guy Stern
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Angus Tulloch
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • David Gait
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Sashi Reddy
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Stephen Harker
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Neil Edwards
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Jeffrey Atherton
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Alexander Darwall
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Nick Price
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Peter Meany
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • John Pattullo
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Jenna Barnard
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Ariel Bezalel
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Jim Leaviss
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them

More from us

Archive

Today's articles

Tools from Citywire Money

From the Forums

Forums are temporarily down for maintenance.

Weekly email from The Lolly

Get simple, easy ways to make more from your money. Just enter your email address below

An error occured while subscribing your email. Please try again later.

Thank you for registering for your weekly newsletter from The Lolly.

Keep an eye out for us in your inbox, and please add noreply@emails.citywire.co.uk to your safe senders list so we don't get junked.

Sorry, this link is not
quite ready yet