Fresh investment ideas from the head of our Investment Advisory Service

Many people have called us recently to find out which funds we think could make excellent investments. To give you some investment inspiration, here are a handful of fund ideas from Sam Coppin, the head of our wider Tilney Group’s Investment Advisory Service. Could any of them find a place in your ISA, pension or other accounts?

 Sam Coppin Sam Coppin
05 July 2018

Targeted absolute return funds – aiming for less volatility

These funds are popular with clients who want to diversify their portfolio away from equities while also managing investment risk. Two options that we believe can deliver for investors are Artemis US Absolute Return and Invesco Perpetual Global Targeted Returns.

Global funds – big funds from popular managers

The global sector is home to a number of hugely talented and well-known fund managers. Some of our favourites are Terry Smith of the Fundsmith Equity fund, and Michael Lindsell and Nick Train – the co-managers of the Lindsell Train Global Equity fund.

Emerging markets – riskier investments in faster-growing economies

Many of our clients have shown an interest in emerging markets recently. If you want to invest in these riskier but potentially more rewarding markets, two of our top-rated funds are Fidelity Emerging Markets and Somerset Emerging Markets Dividend Growth.

Please read the important information below for further details regarding the risks of these funds.

Open an account

All of these funds can be bought in our award-winning Stocks & Shares ISA and Best SIPP. Both accounts give you:

Low fees – it’s free to open an account, and we charge just 0.4% a year (0.3% for SIPPs) in account fees – or less for bigger investments.

Easy opening – you can open an account online in minutes or call us on 020 7189 9999 for the paper application forms.

Free investment ideas – these funds are just the tip of the iceberg when it comes to our regular investment ideas.

More options – choose from 2,500 funds, hundreds of investment trusts and ETFs, and most UK shares.

Open an ISA Open a SIPP

 

Many of our clients also invest through corporate accounts, trusts, charity investment accounts and SIPPs for the children in their lives.

Please get in touch for more information about these funds or investing with Bestinvest. Just send an email to best@bestinvest.co.uk or call our UK-based experts on 020 7189 9999.

 

Important information

The value of investments, and the income derived from them, can go down as well as up and you can get back less than you originally invested. This does not constitute a personal recommendation to invest.  If you are in doubt as to the suitability of an investment please contact a financial adviser.

SIPPs are not suitable for everyone. They may not be right for you if you don’t want to invest across different asset classes or don’t think you will make use of the investment choices available to you. Please contact us for guidance or advice if you are unsure.

Targeted absolute return funds do not guarantee a positive return and you could get back less than you invested, much like any other investment. Additionally, the underlying assets of these funds generally use complex hedging techniques through the use of derivative products.

Different funds carry varying levels of risk depending on the geographical region and industry sector in which they invest. You should make yourself aware of these specific risks prior to investing.

Underlying investments in emerging markets are generally less well regulated than the UK. There is an increased chance of political and economic instability with less reliable custody, dealing and settlement arrangements. The market(s) can be less liquid. If a fund investing in markets is affected by currency exchange rates, the investment could both increase and decrease. These investments therefore carry more risk.