Do consumer staples deserve a place in portfolios anymore?
Consumer staples are a top allocation within many of the UK’s most popular funds, but the quality of the sector has deteriorated over the past decade
Nick Train
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Nick Train’s FGT holds onto Burberry despite 70% price fall
Finsbury Growth & Income’s share price increased by 1.1% in the month of July
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Nick Train’s FGT looks to renew buyback policy as discount remains stubborn
Trust has used 70% of its existing buyback authority since 23 January this year
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Morningstar downgrades Lindsell Train Global Equity process rating
Manager research team argues the fund’s competitive position has ‘diminished’
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Nick Train: The one ‘obvious failing’ that’s been holding me back
The Finsbury Growth and Income manager reveals the glaring mistake he’s been making over the past decade
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Nick Train: UK market is ‘pregnant with value and opportunity’
Finsbury Growth & Income manager says the ‘breaks are running’ against his portfolio currently
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Kepler: The sectors unscathed by the AI takeover
There is value to be found in the industries immune to the AI revolution, writes Kepler’s Ryan Lightfoot-Aminoff
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£95.3bn underperforming ‘dog’ fund assets leap 106%
Fundsmith Equity and Lindsell Train UK Equity among the funds named in Bestinvest’s latest Spot the Dog report
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Morningstar upgrades Fidelity European and demotes Nick Train funds
Jupiter funds placed under review following the departure of Ben Whitmore
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Finsbury Growth & Income: Six UK ‘digital winners’ to benefit from AI megatrend
FGT’s Madeline Wright says the likes of RELX, Sage and Rightmove will be key beneficiaries
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Nick Train undecided on future of Manchester United holding following INEOS deal
Finsbury Growth manager had envisaged a full takeover of the club rather than a minority sale
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Nick Train lists Diageo and Burberry as biggest disappointments in 2023
Finsbury Growth and Income underperformed for the third year running
