Anyone invested in Rathbone Global Opportunities / JP Morgan Emerging Markets?

pensionpawn

I have five figures of cash within my HL Sipp and am looking to put some of that somewhere with a little more potential for growth. Happy to lock in 10 years plus. I've been watching these two for the last three months (yes I know that's not long, hence this post, however I can see their past performance, yes not an indicator of future performance...) and thought I'd ask the forum for their thoughts. 

garmeg

JEMI can be bought as an investment trust. Depending on the size of the investment there may be a saving in buying the IT over the OEIC in Hargreaves Lansdown's administration charge which is capped at £200 pa in a SIPP for investment trusts.

Clive_Woody

That's a no from me.

[Deleted User]

What does your investment policy say about it? “Pick up random funds based on a catchy name and ‘watching’ them”? 

pensionpawn

I had a trawl through HL's full portfolio looking for funds based in geography / sectors that have potential to do well over the next 10 years, have a decent past performance and differ in sector, geography and funds from the remainder of my investments. The funds could be called "Bog Brush international Class P income" for all I care, as I tend to focus (as much as my experience permits) on the fiscal attributes. I know that HL haven't showered themselves in glory with their recommendations of late, hence gauging the opinion of experienced forum members, which may influence what I may, or may not invest in next.

Sea_Shell

We've been in Rathbones Global Opportunities for 2 years.  It's going great guns at the moment, at a record high.

But obviously that could all change in an instant!!!

We de-risked from employee share save scheme.  US based.

However, it is our "last to be touched" money.. so will remain invested for a good while yet.


It represents approx 15% of our overall portfolio.

BritishInvestor

pensionpawn said:

I had a trawl through HL's full portfolio looking for funds based in geography / sectors that have potential to do well over the next 10 years, have a decent past performance and differ in sector, geography and funds from the remainder of my investments. The funds could be called "Bog Brush international Class P income" for all I care, as I tend to focus (as much as my experience permits) on the fiscal attributes. I know that HL haven't showered themselves in glory with their recommendations of late, hence gauging the opinion of experienced forum members, which may influence what I may, or may not invest in next.

I'm not sure that anyone is going to be able to give you what you want given the difficulty of picking future outperforming funds/shares/sectors.

garmeg

Sea_Shell said:

We've been in Rathbones Global Opportunities for 2 years.  It's going great guns at the moment, at a record high.

But obviously that could all change in an instant!!!

We de-risked from employee share save scheme.  US based.

However, it is our "last to be touched" money.. so will remain invested for a good while yet.


It represents approx 15% of our overall portfolio.

15% in one fund is quite brave. Wish I had been so brave with Blue Whale!

Sea_Shell

garmeg said:

Sea_Shell said:

We've been in Rathbones Global Opportunities for 2 years.  It's going great guns at the moment, at a record high.

But obviously that could all change in an instant!!!

We de-risked from employee share save scheme.  US based.

However, it is our "last to be touched" money.. so will remain invested for a good while yet.


It represents approx 15% of our overall portfolio.

15% in one fund is quite brave. Wish I had been so brave with Blue Whale!

Really?   How so?

I see it as a small part of an overall diversified portfolio.   

[Deleted User]

BritishInvestor said:

pensionpawn said:

I had a trawl through HL's full portfolio looking for funds based in geography / sectors that have potential to do well over the next 10 years, have a decent past performance and differ in sector, geography and funds from the remainder of my investments. The funds could be called "Bog Brush international Class P income" for all I care, as I tend to focus (as much as my experience permits) on the fiscal attributes. I know that HL haven't showered themselves in glory with their recommendations of late, hence gauging the opinion of experienced forum members, which may influence what I may, or may not invest in next.

I'm not sure that anyone is going to be able to give you what you want given the difficulty of picking future outperforming funds/shares/sectors.

Yeah, my crystal ball is broken. Will report back the moment I get a new one. 

BritishInvestor

garmeg said:

Sea_Shell said:

We've been in Rathbones Global Opportunities for 2 years.  It's going great guns at the moment, at a record high.

But obviously that could all change in an instant!!!

We de-risked from employee share save scheme.  US based.

However, it is our "last to be touched" money.. so will remain invested for a good while yet.


It represents approx 15% of our overall portfolio.

15% in one fund is quite brave. Wish I had been so brave with Blue Whale!

https://bluewhale.co.uk/
 "'The philosophy is quite straightforward; we invest into high quality businesses at attractive prices,'"
Says every "outperforming" fund manager in recent years