Trustnet: Five funds to consider for balanced portfolios in 2018 | Whitechurch Securities Limited | Redland, Bristol

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Trustnet: Five funds to consider for balanced portfolios in 2018

Ben Willis –  Artemis Global Income

We start with Whitechurch Financial Consultants head of research Ben Willis, who has gone with global equity income as his preferred choice picking Artemis Global Income.

...Willis said: “Within the recent and current backdrop, Jacob De Tusch-Lec’s fund should not have performed as well as it has given propensity towards value investing. This bodes well for the fund as we move into monetary tightening mode.

“This fund has been relatively contrarian to its peers, providing more exposure to Europe and more volatile regions and sectors, such as emerging markets and financials. De Tusch-Lec is refreshing in that he openly admits that the fund’s growing size means that he has had to adjust his investment process and hold larger stocks and more positions. However, he continues to deliver.

Full article at: Trustnet: Five funds to consider for balanced portfolios in 2018


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