Investor Views: “I'm Adding Risk to My Portfolio”

Private investor Mika Kubunavu is switching out of commodity funds to take advantage of rising equity markets

Emma Simon 7 June, 2018 | 2:48PM
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Private investor Mika Kubunavua and his family London, with his wife and two children

Mika Kubunavu has made some radical alterations to his investment portfolio in the last couple of years, prompted by Brexit and the under-performance of a number of funds.

Kubunavu, who lives in London with his wife and two children, says: “Just before the EU Referendum we de-risked our portfolio. But with hindsight I wish we hadn’t done that now. Who knew the stock market would recover so quickly and continue to do well for so long?

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
BlackRock Gold and General D Acc1,208.30 GBP-3.18Rating
BMO UK Mid-Cap C Acc129.31 GBP0.87Rating
GS India Equity R Inc GBP36.60 GBP-0.67Rating
JPM Natural Resources C Net Acc7.10 GBP-2.59Rating
LF Equity Income C Sterling Acc3.45 GBP0.00
LF Gresham House UK Micro Cap C Acc254.76 GBP-0.38Rating
Rathbone Global Opportunities R Acc372.30 GBP0.40Rating
Threadneedle Dollar Bond Z Grs Acc GBP1.57 GBP0.08Rating

About Author

Emma Simon

Emma Simon  is a financial journalist, specialising in investment and consumer issues, writing for Morningstar.co.uk

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