TQ Invest World Cup dream team of funds
As World Cup 2010 reaches fever pitch, TQ Invest is pleased to announce its own International 11 dream team of investment funds which have worked hard to reach their peak of fitness and hope to turn in a good performance. These are all funds that are worth considering and are being offered with discounts of up 5.5% off the initial charges and, for TQ Invest premier club members, potential rebates on trail.
Handpicked by Nigel Walker, Head of Research of the Investment Committee at tqinvest.co.uk, detailed commentary on each fund and its management is provided, giving an insight into the funds pedigree and how it is expected to perform.
To help with the World Cup celebrations we are also giving away a case of South African wine*. To be in with a chance of winning, answer this simple question Q: Who was the England World Cup winning manager in 1966 and email your answer, with your name, address and phone number to info[at]tqinvest.co.uk before 12th July 2010.
Manager - (multi-manager) M&G Cautious Multi Asset
Save 4% on initial charges on this fund when you invest through tqinvest.co.uk
David Jane is an experienced ‘gaffer' who has used the wide remit of the fund extremely well over the past few years. Although the fund will gain access to different asset classes, primarily through M&G in house funds, he also has the scope to use external managers, a facility which has been put to good use. This proved to be a most resilient fund during the difficult second half of 2008, exactly as hoped.
Goal Keeper -Jupiter Absolute Return Fund
Save 4.78% on initial charges on this fund when you invest through tqinvest.co.uk
Philip Gibbs has been one of the favoured fund managers for many years and could offer a safe pair of hands. This recently launched fund provides Gibbs with greater scope to have significant flexibility, very useful for a goalkeeper and it can genuinely take a "go anywhere" approach. The portfolio invests in a range of assets including shares and fixed interest securities allowing the manager to use strategies designed to make money in falling, as well as rising markets.
Defender - M&G Optimal Income Fund
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This is one of a range of funds managed by defensive linchpin Richard Woolnough. The intention behind the launch of this fund was to enable him to take a more flexible approach than a number of existing M&G Corporate Bond funds. Consequently he has the scope to invest across the spectrum of the fixed interest market providing the scope to alter the balance between the investment grade area and the high yield bond areas. As part of Prudential there is scope for the manager to access an extremely well resourced research team.
Defender - Invesco Perpetual Tactical Bond Fund
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Paul Causer and Paul Read are a great defensive combination. A mix of their experience and performance are compelling reasons why this newly launched fund has made the team. However, a further factor is the "go anywhere" approach they can take when investing in the fixed interest market, ensuring that they have the maximum flexibility when structuring its composition. We see this flexibility as increasingly important, providing the scope to invest across the broad spectrum, which the fixed interest market offers. Potential investors should be aware that a pro-active approach will be taken, which means that there is an expectation that the mix of the fund from an asset allocation point of view will alter considerably, as the managers seek to maximise opportunities.
Defender - Fidelity Strategic Bond Fund
Save 3% on initial charges on this fund when you invest through tqinvest.co.uk
Ian Spreadbury is one of Fidelity's best known managers, Strategic Bond is one of several he manages. With the backup of a large research team, he is able to harness that information into this fund which has the flexibility to deal with whatever changes occur in the fixed interest game.
Defender - Henderson Strategic Bond Fund
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This co-managed fund is one of the largest in its sector partially due to its all round good past performance. This too has the scope to invest in a variety of different parts of the fixed interest market ensuring that the managers have maximum flexibility available to them.
Midfielder - Newton Global Higher Income Fund
Save 4% on initial charges on this fund when you invest through tqinvest.co.uk
Until fairly recently it was difficult to obtain any meaningful income by investing in German or American companies, however, in a low interest rate environment, companies are slowly becoming aware that attractive dividend payments will raise their profile and provide further reason to select them. About one-third is invested in the Far East and Latin America, so also providing exposure to potentially higher growth economies but with this a higher level of risk.
Midfielder - Invesco Perpetual High Income Fund
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Managed by the midfielder general that is Neil Woodford, this fund has an outstanding track record. The resolutely defensive approach he favours means that there will be spells when he will under-perform against his peers (as happened last year) however, it does mean that currently the fund should be well placed to perform in an uncertain economic environment.
Midfielder - Artemis Income Fund
Save 5.25% on initial charges on this fund when you invest through tqinvest.co.uk
This co-managed fund is a consistent performer, consequently it is one of the most highly regarded funds in its peer group. The managers have considerable flexibility with regard to the composition of the fund, with scope to invest up to 10% in Corporate Bonds, 20% in European Equities and 30% in Smaller UK Companies. The current yield (subject to change) is 4.4% pa gross.
Midfielder - Schroder UK Alpha Plus Fund
Save 5.25% on initial charges on this fund when you invest through tqinvest.co.uk
Richard Buxton continues to believe that an approach of simply man marking the FTSE 100 Index will not deliver the returns compared to a pro-active approach. Consequently, being heavily overweight in banks in early 2009 has been highly beneficial. This takes a much more concentrated approach than many of its peers, its rigorous research approach meaning that generally around 35 shares are held.
Striker - First State Asia Pacific Leaders
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First State is best known for their Asian research expertise over many years. Angus Tulloch has strived to be one of the most potent ‘strikers' in that area for many years. Typically he favours a more defensive type approach which can work especially well in times of weakness in the region.
Striker - Aberdeen Emerging Markets
Save 4% on initial charges on this fund when you invest through tqinvest.co.uk
A fairly concentrated portfolio of stocks with a genuine emphasis on quality companies has ensured that this fund is a fair contender to be ‘man of the match' in the emerging market sector. As Aberdeen are historically strong in the Asian markets too, so this is a distinct advantage for the manager ensuring there is ample research facilities available to him to maximise the fund performance potential.
For more information on the range of discounts available and for details on the TQ Invest Premier Club visit tqinvest.co.uk or call 0800 294 722.
The value of investments and the income from them can go down as well as up. Past performance should not be regarded as a guide to the future. The investments described may not be suitable for all recipients and this content does not constitute personalised investment advice. Torquil Clark Ltd can take no responsibility for investment decisions you may take. TQ Invest is a trading name of Torquil Clark Ltd. which is Authorised and Regulated by the Financial Services Authority.
*Prize Draw Terms and Conditions
The competition is open to all citizens of the UK except employees of Torquil Clark group or their friends and families.
Only one entry is permitted per person. No purchase is necessary.
Valid entries must be received on or before 12th July 2010.
The winner will receive a mixed case of six bottles of South African wine up to the value of £100.
The judge's decision is final and binding on the entrants. No correspondence will be entered into.
No responsibility can be accepted for entries lost or delayed.
The prize draw will be made on 13th July 2010 and published on tqinvest.co.uk