SIPP Investment Ideas

Given market volatility could be set to continue with a number of challenges facing economies, a total return fund could be a good choice. Total return funds are more conservative than funds that invest fully in company shares. They normally invest in a mix of investments including shares, bonds, commodities and currencies. They could help provide modest growth for your investment portfolio over the long term, and help shelter your money when stock markets fall, but are unlikely to keep up with stock markets when they rise quickly.

• This fund focuses on providing income mainly through investing in bonds, with a smaller part of the fund invested in shares.
• The fund aims not to lose as much as other funds when markets fall, which means there’s less to make up when they rise.
• The fund invests in emerging market bonds, high-yield bonds and derivatives, all of which add risk. The fund takes charges from capital, which increases the income paid but reduces the potential for capital growth.
• We think this is a good option to diversify an investment portfolio focused on growth, or as an addition to a portfolio focused on income.

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UK Equity Income funds are a convenient way to invest in a mix of dividend-paying UK companies. An income fund can be a great addition to a SIPP portfolio for different reasons. You can either take the pay-outs to supplement your income (if you’re old enough to access your pension) or, if you are targeting growth and aiming to build your portfolio for longer, reinvesting dividends can help grow your pot at a faster rate thanks to the effect of compounding.

• The managers invest in companies they think can pay a stable and sustainable income over the long run. An emphasis on dividend growth makes this a more conventional UK equity income fund.
• The fund’s managed by an experienced trio, including one of the UK’s most experienced income investors Adrian Frost
• It could help form the foundation of an income portfolio, and sit alongside other UK funds, or diversify the income paid by bond funds or a global equity income fund.
• The fund takes its charge from captial, which can increase the yield, but reduces the potential for capital growth.

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Global equity funds provide a good foundation to an investment portfolio focused on long-term growth. Investing in companies across the globe provides a good level of diversification in a single fund. This one provides broad exposure to a range of large and medium-sized companies in developed markets, such as the US, Japan and Europe, while being mindful of environmental, social and governance (ESG) issues. Responsible investment funds give you the chance to invest in line with your principles.

The fund has a small amount of exposure to smaller companies, which are higher-risk investments.

• Aims to provide long-term growth whilst being environmental, social and governance focused.
• Invests more than the broader global stock market in companies that score well on a variety of ESG criteria, such as the level of carbon emissions generated and number of women on the board. If companies score poorly on these measures the fund reduces exposure.
• Invested in around 1,400 global companies, focused towards sectors such as technology, pharmaceuticals, and financials.
• The fund has the flexibility to use derivatives which adds risk if used.

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Asian funds are a great way to add diversification to a portfolio that is focused on long term investing, which makes them ideal for a SIPP. Although they often include investments in emerging markets, which make them higher risk. Asia is home to some of the most exciting economies in the world that have significant potential for future growth.

• The fund aims to provide growth by investing in larger companies across Asia, based in countries such as Hong Kong, India, and Taiwan.
• We think the fund can offer a globally diversified portfolio exposure to Asian markets in the pursuit of long-term growth.
• The fund can invest in smaller companies, emerging markets or derivatives, all of which add risk if used.

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