Any active funds recommendations?

xyz123

Hi

As per title any recommendations for active funds to regularly invest £500 a month for 10+years.

I am not asking for investment advice and final decision will just be mine. As there are thousands of funds just looking to get some pointers where I can make final decisions? Ta

badger09

xyz123 wrote: »

Hi

As per title any recommendations for active funds to regularly invest £500 a month for 10+years.

I am not asking for investment advice and final decision will just be mine. As there are thousands of funds just looking to get some pointers where I can make final decisions? Ta

What are you trying to achieve?

xyz123

badger09 wrote: »

What are you trying to achieve?

8-10% Growth over 10/ 15 years.

davieg11

I'm invested in Baillie Gifford Life Managed Fund. Annualised Performance since 05/06/2002 has been 8.14%. Last 10 years has been 8.21% but who knows how next 10 years will be!!

BLB53

Have a look at Scottish Mortgage Trust. It has served me well for some time but can be a bit volatile so not for everyone. Heres a report update on the DIY Investor site today
http://diyinvestoruk.blogspot.co.uk/2017/11/scottishmortgage-is-actively-managed.html

Alexland

Most of my money is in passive Blackrock, Vanguard, etc but.... Orbis Global Equity fund.

You can get it on some DIY platforms (AJ Bell, etc) or within the Orbis Access ISA. My young son has fee-free units within his Orbis Access Junior ISA. Already up nearly 10% since starting this tax year. Holdings include XPO Logistics and Sberbank of Russia. Genuinely different to most active or passive funds and currently 28% in Asia.

The orbis investment strategy has outperformed the MSCI World Index by an average of 4% per year compound since the late 80s. They use a global team stock picker approach so no star manager.

On normal units the fee is entirely performance based and they keep 50% of any over performance so expect 2% above benchmark. They also refund at the same rate if they underperform the benchmark which aids stability. If they match the benchmark there are no fees - they even absorb the admin and trading costs.

Warning - this is higher risk than suitable for most investors. There is also an Orbis Balanced fund which uses both bonds and equity market hedging to control volatility.

Alex

chrisgg

Depends what sort of fund you're after, but if time horizon is 10 years + then I'd suggest a global equity fund.

I currently hold Polar Capital Tech Trust and Fundsmith Equity in the global sector. Other funds I like are Lindsell Train Global Equity, GS Core Global Equity, Invesco Global Smaller Companies and Scottish Mortgage IT.

BrockStoker

xyz123 wrote: »

8-10% Growth over 10/ 15 years.

Did you mean "8-10% annual Growth over 10/ 15 years"?

My picks would be Biotech/Healthcare, especially if the correction continues. I hold The Biotech Growth Trust and Polar Capital Biotechnology (just topped it up) as well as Worldwide Healthcare Trust. But only if you can stomach a bit of volatility, and if you don't mind likely overshooting your annual target by a significant amount in most years.

Also as mentioned by a previous poster, Polar Capital Technology Trust, although that is significantly up, so worth waiting for a small dip IMHO. It is a fund that could potentially just keep going up and up though, I think. It's grown just under 22% in the 4 months to the day since I've held it.

Oil is a good place to be now as well. I hold the Artemis Global Energy fund which is well placed to take advantage if the oil price stays high. I personally think we will see oil prices go up (mostly) for a few years to come as oil companies have neglected the "prospecting for new wells" part of their business in order to stay afloat in these lean times.

The market has already started to rebalance as OPEC squeezes production, and I don't believe US shale will even be able to keep up with demand over the long term, although there could be short term wobbles in the oil price.

The other fund I wouldn't want to be with out now is Baillie Gifford Japanese Smaller Companies. It just keeps going up. My first (and only) fund to break the 100% profit mark so far, although Artemis Global Energy was starting to get close too at one point.

Others I hold (or have held and want to hold again!) and would recommend are the Marlborough Micro Cap and Special Situations Funds.

These funds, and a couple of others, give me quite a high octane portfolio that is still fairly well diversified, and designed to grow 100% over the next 5-10 years. So far it's on target to meet my requirements, and perhaps even sooner than 5 years, but that may be partly due to my strategy of keeping cash at hand to buy things when there are corrections! You might just want to consider one or two to spice your portfolio up and add some diversification.

AnotherJoe

I agree about biotech, I’ve had some for a few years, I now hold IBT, I swapped from biotech growth Trust because for my taste the latter was getting too concentrated in a handful of companies which i felt made it too risky.
So check the two out and make up your own mind.

Orbis above sounds interesting I hadn’t heard of that looks like an interesting difference. Like seemingly everyone else I hold Fundsmith amd Scot M.

I take the opposite view to BrockStoker on oil though , I think oil is dead for numerous reasons but mainly because electric vehicles will take off a substantial chunk of demand over the next 2-3myears and the oil price is very volatile and sensitive to even small drops in demand.

Thrugelmir

xyz123 wrote: »

8-10% Growth over 10/ 15 years.

Per annum?

IanSt

xyz123 wrote: »

Hi

As per title any recommendations for active funds to regularly invest £500 a month for 10+years.

I am not asking for investment advice and final decision will just be mine. As there are thousands of funds just looking to get some pointers where I can make final decisions? Ta

I personally would keep away from active funds unless you had a lot of other savings or needed some specific attribute from them - but it is a personal choice and if you are happy then I'd be looking into funds that invested in an area that you had some knowledge of. That way you at least have some inbuilt knowledge of when to sell or transfer away to other funds.