UK OEIC Multi-Asset Protector Fund Webcast & Competition
Investec Multi -Asset Protector Fund webcast & competition If you are registering for this webcast but haven't entered our competition to win an Apple iPad please enter now by going to www.investecassetmanagement.com/united-kingdom/financial-advisers/cofunds-competition
Years of subdued returns have left Japanese equities unloved and under-owned. But as the economy escapes deflation and Prime Minister Abe goes for growth, Alex Treves believes now is the time to reassess Japan to appreciate its rich long-term investment potential.
The fund's investment objective is to provide capital growth and income by investing in the equities of medium-sized US companies. Our diverse range of companies have the potential to outpace the growth rates of their larger counterparts over the longer term, providing potentially higher returns to investors.
A better growth picture, lower oil prices and greater political certainty should provide ample scope for high quality UK firms to grow earnings and dividend payments to shareholders. Portfolio manager Michael Clark provides an update on how this improving investment backdrop is shaping the outlook for the Fidelity MoneyBuilder Dividend Fund.
More and more investors are realising the advantages of factor investing and starting to implement its lessons not just as an afterthought, but as a top-down element of the overall investment strategy. A large percentage of pension funds still have a cover ratio that barely exceeds the minimum requirement and face funding issues due to the ageing demographics. To meet liabilities, pension funds are looking for higher returns while at the same time have less appetite for risk. Is factor investing the solution for the seemingly opposing challenges of risk and return?
Easy monetary policy and low inflation are likely to drive an acceleration in growth in the second half of this year. Should that change your tactical asset allocation calls? Fidelity Solutions’ Anna Stupnytska, Kevin O’Nolan and Nick Peters discuss the opportunities they have identified.
In his latest webcast, Portfolio Manager Alastair Mundy will discuss the latest investment opportunities he is identifying through his bottom-up contrarian investment approach. He will also discuss the latest positioning of the Investec Cautious Managed and UK Special Situations Funds
Co-Portfolio Manager, Philip Saunders will discuss the macro outlook, the prospects for asset classes in uncertain markets and the latest performance and positioning of the Investec Multi-Asset Protector Fund.
An update from Alastair Mundy on the Investec Cautious Managed Fund
- Performance update
- The Fund has outperformed the IMA Cautious Managed sector in both bull and bear markets over the last 10 years(1)
- Asset allocation and holdings
- Current portfolio breakdown
- The market is clearly cheap...or is it?
- Sovereign risk remains centre stage
- A rolling Euro crisis or a wake-up call to complacent governments?
- The rocovery is faltering, but steady, subdued global growth seems likely
- Has the equity rally ran out of steam?
- The US response - will November's mid term elections be the catalyst for fiscal restraint
- The selective opportunities offered by emerging market debt