Enhance your investment collection with tips from ANNE ASHWORTH
In the ever-evolving world of investments, it's crucial to have a well-rounded portfolio that caters to various sectors. Here's a roundup of some noteworthy investment trusts and funds currently gaining attention.
Firstly, McDermott has bolstered his portfolio with the addition of Brunner, a global investment trust. Brunner, unlike some other trusts focused on the Magnificent Seven US tech companies, maintains a diverse range of holdings, including AutoTrader, Shell, Visa, and M7 member Microsoft. The trust's 53-year record of growing dividends is a testament to its stability.
For those venturing into the tech sector, funds like Polar Capital Global Technology or the Liontrust Global Dividend fund could be worthy considerations.
The Morgan Stanley Global Brands fund, on the other hand, boasts a roster of renowned brands such as Aon, L'Oreal, Relx, and Microsoft. The management team's mantra is simple: 'Don't lose money.'
Chris Rush's UK selection, Fidelity Special Situations, includes FTSE 100 members like Aviva and the retirement specialist Just Group, although the latter is about to be taken over by the Canadian private equity group Brookfield.
In the realm of smaller companies, WS Gresham House UK Smaller Companies stands out, with holdings such as construction group Costain and wealth manager Brooks Macdonald.
Looking towards Europe, US investors are expressing excitement about the prospects, with Henderson European Smaller Companies being Rush's pick. This fund invests in companies that may be unfamiliar, offering a unique opportunity for growth.
Wall Street is also suggesting that British companies offer unbeatable value, implying that UK funds should be included in portfolios.
Lastly, the potential growth of the weight-loss drug market is being compared to the adoption of smartphones. Morgan Stanley is forecasting that by 2030, the market for weight-loss drugs like Mounjaro and Zepbound will increase to $150 billion, up from its earlier estimate of $105 billion.
McDermott finds Brunner to be one of the building blocks of his portfolio, underscoring the trust's versatility and potential for long-term growth. If seeking such transformation, Brunner could be a wise addition to your investment portfolio.
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