MORE THEMATIC INVESTMENT IDEAS
A selection of recent ideas for your funds portfolio
IC Daily email update
Despite some short-term teething problems and arguably expensive valuations, the long-term outlook for India is strong so could be a good addition to your portfolio.
Investors have a tendency to favour the UK when allocating their Isas, but we find many income sources beyond traditional UK equity income funds
Diversifying your portfolio is important, not least in the growth section where there are many esoteric assets you can tap into with funds. But some of these are high risk so make sure you know what you are getting into.
More funds news and views
Venture Capital Trusts and exchange-traded funds will not be caught by the legislation.
Some of the best-performing UK equity funds of the past decade are mid-cap funds.
Taking a cautious view has caused Personal Assets Trust to underperform over its last financial year, but its long-term numbers remain intact and its manager, Sebastian Lyon, maintains this is the right approach.
Hutchison Whampoa offers exposure to fast economic growth but still trades at a discount of around 25 per cent to the sum of its parts.
Given recent market volatility, John Baron reminds readers that time in the market is more important than market timing. As such, he uses the opportunity to increase his equity and commercial property exposure - drawing on both portfolios' cash positions