5 New Fund Picks from the Professional Investors

Whatever the reason, many suggest there are benefits to backing a fund from an early stage – particularly if you have done your homework

Danielle Levy 31 August, 2016 | 8:00AM

Significant amounts of investors’ cash flows to just a handful of talented people in the world of fund management.

However, once a fund manager has built that all-important track record and attracted billions of pounds, the performance that follows can sometimes prove disappointing or mediocre at best. This could be attributed to the newfound pressure on the manager or the fact that running a significantly larger portfolio has caused them to adapt or compromise their investment style.

Whatever the reason, many suggest there are benefits to backing a fund from an early stage – particularly if you have done your homework. But this is not always easy for wealth managers and discretionary investment managers because some are unable to invest in funds that have less than £100 million under management or have a track record of less than three years.

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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.

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Baillie Gifford Japan Ord995.00 GBX-0.90

About Author

Danielle Levy  is a freelance journalist specialising in investment writing for Morningstar.co.uk

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