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View the article online at http://citywire.co.uk/wealth-manager/article/a730718

Performance review: Investment Quorum's 2014 'conundrum'

by Elsa Buchanan on Feb 04, 2014 at 14:14

Despite an apparent split between Asia, ‘which didn’t do that badly’, and Latin America, which he says had an ‘awful’ year in light of commodity prices, he said positive news more broadly could come from the Brics’ structural reform programmes. ‘They have come back a long way and we could well add to our Latin America exposure past 2015.’

Buy: JP Morgan Europe Dynamic ex UK

‘In order to grab further economic recovery opportunities in Europe, it could form part of a wider European asset allocation and act as a diversifier’

Hold: Lindsell Train UK Equity

‘Nick Train’s strategy is to invest into good quality businesses, giving the fund an opportunity to flourish over time’

Sell: Invesco Perpetual High Income

‘With Neil Woodford’s departure has come some uncertainty, so it may be time to exit this fund in favour of others in the sector’

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  • JPM Europe Dynamic ex-UK A Acc
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  • CF Lindsell Train UK Equity Acc
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  • Invesco Perpetual High Income Inc
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  • Cazenove UK Equity Income B Inc
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  • JOHCM UK Equity Income A Acc
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  • JPMorgan Europe Dynamic A Dis EUR
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Look up the fund managers

  • John Baker
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  • Jonathan Ingram
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  • Nick Train
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  • Neil Woodford
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  • Matthew Hudson
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  • Clive Beagles
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  • James Lowen
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How is regulation feeding the outsourcing trend?

on Jul 24, 2014 at 10:59

Sorry, this link is not
quite ready yet