David Smith & Roger Clark, Fund Managers
This fund takes a balanced approach. Exposure to global stock markets such as Europe, UK, US and higher risk emerging markets is combined with investments in other assets such as bonds.
Specifically, we aim to identify and blend together a selection of the best fund managers available. We invest between 40% and 85% of the fund in shares, and tend to invest towards the upper end of this range. While the core of this segment is focused on larger companies, we invest an allocation in higher risk smaller companies where we believe managers have the greatest stock picking edge.
The remainder comprises our favourite bond and multi-asset funds. This aims to provide some shelter during tougher times, while still harnessing the growth opportunities on offer across stock markets.
Moderate / Adventurous
13% Total return
Sell: 240.28 | Buy: 252.66