Seven funds to watch for 2018
By Sonia Rach, 20 Dec 17
As the year comes to a close, investment managers have started to prepare for 2018. Portfolio Adviser asked a group of top fund selectors to pick one fund to watch in 2018.
The trust has outperformed on a one-year, three-year and five-year basis, with returns of 46.9%, 96.7% and 112.5% respectively, versus 26.7%, 51.7% and 71.5% for the Asia Pacific excluding Japan Equities benchmark.
It is co-managed by Robin Parbrook and King Fuei Lee.
Yearsley said: “In Asia, still my favoured region, Chinese growth seems OK.
“India is still motoring on and markets, while they’ve had a good run, are below still historical averages. However, that doesn’t mean you should go gung-ho.
“I’d be looking for managers and funds that historically outperform in flat or falling markets as you don’t need to capture all the upside.
“The Schroder investment trust is interesting as it is unconstrained and ignores the benchmark, is predominantly long only, but will use tactical shorting and hedging when the manager sees fit.”
Tags: Aj Bell | Ben Gutteridge | Ben Yearsley | Brewin Dolphin | Chelsea Financial Services | CRUX Asset Management | John Husselbee | Juliet Schooling Latter | Legg Mason | Liontrust | Man GLG | Psigma Investment Management | Richard Stammers | Ryan Hughes | Schroder | T Rowe Price | Thomas Becket