FUND SPOTLIGHT 2 - Summer 2019



In Octopus’ article they highlight that the life experiences of millennials (those born between 1981 and 1996) and their baby boomer parents (born between 1946 and 1964) differ enormously. This poses a challenge for financial advisers working with clients on intergenerational planning. Generations expert Dr Eliza Filby and Ben Charrington, Head of Estates and Probate at Octopus Investments, share their thoughts on this important topic on page 13. In M&G’s article ‘Making a difference (and a return)’, they highlight the M&G Positive Impact Fund which provides such an opportunity for those who want to make a difference with their investments without giving up returns. They believe that impact investment should increasingly help drive solutions, and can do so while delivering attractive investment returns to investors. Read their full article on page 18. Plus there are plenty more articles and information from other fund specialists such as Aberdeen, BlackRock, Blackfinch, BMO, Brewin Dolphin, Columbia Threadneedle, Deepbridge, Investec, Kuber, Sinfonia and Vanguard.

We open up this edition with an article from Fidelity, ‘Revisiting the case for quality’. With the outlook for earnings growth and valuations precarious, Fidelity Global Dividend Fund Manager Dan Roberts discusses why dividends could be a valuable source of returns for investors in the year ahead. He outlines how he goes about identifying sustainable dividend payers that possess the competitive and financial strength to prosper across cycles. On page 8 Simon Morris, Head of Strategic Partners at Premier Asset Management, provides an overview of the Liberation fund range, Premier’s multi-asset, multi-manager volatility-targeted solutions. The past six months have highlighted two common errors that investors frequently make. The first relates to a misunderstanding about the way investments compound over time and the second is the way that emotions can cloud our judgement. Both can be remedied relatively easily. Schroders article outlines how to overcome these two common errors highlighting the impact of compounding and how to keep investments balanced. ALSO IN THIS ISSUE On page 11 Mark Barnett, Head of UK Equities at Invesco responds to recent investor questions, sharing his thoughts on topical issues such as; his outlook for the UK economy, the potential catalysts for a revaluation of the UK equity market, what part of his portfolio offers the biggest potential at the current time plus more.

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