Finsbury holds faith in Diageo and Fever-Tree despite drops
Adds two new positions in Clarkson and Intertek
Nick Train
-
-
Nick Train: Sage went from my worst detractor to my best performer
His second biggest holding dragged on Finsbury Growth and Income’s performance in 2024, but leapt a whopping 35% in November
-
Finsbury Growth & Income weighs up ‘tactical opportunities’ in UK stockmarket
Manager Nick Train looks to deploy cash into ‘one or two’ new holdings
-
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’s FGT holds onto Burberry despite 70% price fall
Finsbury Growth & Income’s share price increased by 1.1% in the month of July
-
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
-
Morningstar downgrades Lindsell Train Global Equity process rating
Manager research team argues the fund’s competitive position has ‘diminished’
-
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
-
Nick Train: UK market is ‘pregnant with value and opportunity’
Finsbury Growth & Income manager says the ‘breaks are running’ against his portfolio currently
-
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
-
£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
-
Morningstar upgrades Fidelity European and demotes Nick Train funds
Jupiter funds placed under review following the departure of Ben Whitmore