- Half of the stocks in our ten trust portfolio have a UK focus
- Other global value themes identified, too.
- Has the screen identified a good entry point to buy into Scottish Mortgage?
If there is one message this month’s report wants to send loud and clear it is “buy British”. The 10 stock portfolio has a particular leaning towards UK smaller companies funds. These funds, and especially those focused on so-called “value” stocks, should do particularly well if the UK experiences a strong economic recovery.