View more on these topics

Which fund managers are a ‘safe pair of hands’?


Fund managers that focus on the biggest, most stable companies in the UK are among the best performing over the last year, according to research released by TD Direct today.

The research listed the Lindsell Train UK Equity fund as the “runaway winner”, managed by Michael and Lindsell and Nick Train, for returns over the last year, returning 20.1 per cent compared to 1.2 per cent for the FTSE All Share.

TD Direct attributes the fund’s success to its high exposure to consumer staples.

It was followed by the JOHCM UK Opportunities fund, which returned 17.1 per cent, and the Artemis UK Special Situations fund, which returned 10.7 per cent over the period.

The research analysed the one-year returns of the UK’s 25 top performing managers, which was based on a 10-year track record.

The research found nine of these managers run “core funds”, focussed on the “biggest, most stable” companies in the country.

It described these managers as a “safe pair of hands”, which it considers particularly pertinent given the political and economic shocks the UK has faced over the period.

It says the Lindsell Train and JOHCM funds both fall in this category.

According to the research, the country’s other top core managers include: Alastair Mundy, who manages the Investec UK Special Situations fund; Richard Buxton, manager of Old Mutual UK Alpha; and Stephen Adams, of Kames UK Equity.

It says this group is market veterans who can stick with their process through market ups and downs.

Chief investment officer at TD Direct Investing Michelle McGrade says: “We know that when markets are unpredictable investors can get nervous, and at such times these are the kind of managers that investors may want to turn to. This type of fund will often sit at the heart of a balanced portfolio and they’re increasingly attractive to investors wanting to minimise risk.”



Housing minister at odds with Govt on buy-to-let crackdown

Mortgage experts say anti-landlord tax changes instigated by former chancellor George Osborne will still come in despite the new housing minister setting out a favourable stance towards the rental sector. Osborne has imposed higher stamp duty rates on buy-to-let properties and second homes, as well as cuts to mortgage interest relief in a bid to […]


How to solve the annuity rate dilemma

Those saving for retirement might reasonably ask what the financial fuss is about Brexit. The fall in the value of the pound following the surprise referendum result gave a helpful boost of 10 per cent or more to international assets such as global equities. After an initial wobble the UK equity market has bounced back […]

FCA logo new 3 620x430

FCA: Banks could help advise less ‘savvy’ customers 

Banks could give unbiased advice to help less “savvy” customers, according to FCA research. In a research paper published last week, the regulator looked at how particular groups of consumers are affected by price discrimination in financial services. It examines firms charging different prices to different individuals, resulting in some groups paying high mark-ups and cross-subsidising […]

Five ways to invest in the connected world

Smart utility metering; fitness trackers; connected cars; smart factories; precision agriculture: the internet of things encompasses myriad applications. But how do you gain exposure – and profit – from this growing trend, asks Neptune fund manager & CTO Ali Unwin. Read more: Important information Investment risks Neptune funds may have a high historic volatility rating […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment