Adventurous Growth Portfolio
This Portfolio aims to deliver capital growth from a collection of equity funds with an emphasis on investing in specific markets or sectors.
Adventurous Growth factsheet
UK exposure is gained with the M&G Recovery Fund that seeks to identify funds that wider market has miss-priced and therefore is undervalued.
The Rathbone Global Opportunities Fund has a global remit to invest in the companies that the manager believes are undervalued or overlooked by the rest of the market. Stock selection is achieved through the application of a belief in global themes, combined with fundamental stock analysis.
Additional global allocation is made through the M&G Global Basics Fund, which focuses on investing in commodities or commodity related industries, as well as raw materials, the fund can include the ‘end product' of these ‘global basics'.
First State Asia Pacific Leaders Fund gives exposure to developed and emerging Asia (including Australasia, China and India, but excluding Japan), acknowledging the importance this region now plays in the global economy.
Finally, the Ignis HEXAM Global Emerging Markets Fund specialises in investing in emerging market equities (e.g. China, India, Russia, Brazil etc). Of course there has been much talked about the growth potential in emerging markets. The manager of the Ignis HEXAM Global Emerging Markets Fund is a conviction based manager who believes that most investors have far too small a weighting the this asset class.
Chartwell view, “The adventurous investor wants exposure to some of the world's most interesting market, but without taking undue risk. A good way to achieve this is to select fund managers who themselves exercise caution when investing their clients money. It's important to hold these funds for the long term.”
ISA application form 09/10 & 10/11
Investment Fund application form