Funds update

This area highlights some of our client’s widely-held funds, that no longer appear in Selection list. This may include fund(s) that have been recently downgraded.

  • IFSL Evenlode Global Income – HOLD

    Sector

    Global Equity Income

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  • Fundsmith Equity – HOLD

    Sector

    Global

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  • Stewart Investors Asia Pacific Leaders – HOLD

    Sector

    Asia Pacific excluding Japan

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  • Liontrust Special Situations – HOLD

    Sector

    UK All Companies

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  • Montanaro UK Income – HOLD

    Sector

    UK All Companies

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  • Schroder Recovery – BUY

    Sector

    UK All Companies

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