Top-Rated Funds Buy Gold, Emerging Markets and UK Income

What have the professional investors been buying recently? We reveal the funds the top-rated multi-managers have been adding to their portfolios

Emma Wall 22 August, 2016 | 1:47PM
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Volatile markets can be a good opportunity to add to your existing holdings, strengthening your conviction, or pick up new investments on the cheap.

Fund flows reveal that private investors have been pouring billions of pounds into absolute return funds this year – despite the fact that not all of them have delivered on their signature promise. But what have the professional investors been buying?

Home-grown Yield: UK Equity Income

Data from Morningstar Direct reveals that top-rated fund of funds managers have adding UK equities, emerging markets and even gold to their portfolios. John Chatfeild-Roberts, manager of the Silver Rated Jupiter Merlin Balanced fund has added further shares in Evenlode Income fund to his portfolio. Evenlode now makes up 12% of the balanced fund thanks to a purchase of 28,800,000 new shares. In total Jupiter hold 104,000,000 Evenlode Income shares in the Merlin Balanced fund, with a market value of £179 million – around a fifth of the entire Evenlode fund.

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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
BlackRock Gold and General A Acc1,268.25 GBP-1.38Rating
BMO MM Navigator Balanced A Acc184.90 GBP-0.05Rating
Federated Hermes Glb Em Mkts F GBP Acc2.61 GBP-0.81Rating
Jupiter Merlin Balanced Portfolio L Acc219.68 GBP-0.17Rating
Memnon European I EUR Acc269.32 EUR1.34Rating
Schroder MM Diversity A Acc1.22 GBP0.41Rating

About Author

Emma Wall  is former Senior International Editor for Morningstar

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