Funds & ETFs 

Better value and 5% plus yields, long term growth beneficiary, and manager change at Schroder Tokyo

Investors have been piling out of European equities because this region hasn’t offered much growth or stability for a decade. Deputy personal finance editor Taha Lokhandwala finds out why professional investors are not keen on the area and where they have been reallocating money for better value, strong momentum and beneficial corporate reform. But he also explains why there are some strong arguments in favour of Europe, and highlights two areas which offer value and added returns, and yields of over 5 per cent.

OTHER STORIES IN THIS ISSUE

This week’s tip highlights a fund which is invested in an area that should benefit from long term growth trends. The fund has already outperformed its benchmark by a considerable amount over longer periods, and its managers are highly experienced - a very important attribute when investing in a potentially high return but very volatile area such as this.

Andrew Rose, manager of the Schroder Tokyo (GB00BGP6BR86) and Schroder Japan Growth (SJG) funds, is to retire at the end of June. Taha Lokhandwala finds out who will take over the funds and what his experience is, and how the funds have performed during Mr Rose’s tenure. He also gets the experts’ views on whether the manager change will be detrimental to the funds.

In our latest podcast Taha Lokhandwala explains how to determine the right asset allocation as you approach retirement. Iain Barnes, head of portfolio management at Netwealth, explains how to allocate and invest long term portfolios such as a pension. They also consider how important market factors and styles are when setting your asset allocation. And Taha explains why funds may become easier to understand and compare.

Our podcast is available across different distribution channels to allow you to access it in the most convenient way. Find us on Soundcloud, Acast, Stitcher, iTunes, and Spotify.

This week’s portfolio clinic profiles a reader who wants to make a total return of 10 per cent a year and invest £800,000 in one direct shareholding. Our experts explain why putting nearly 30 per cent of his portfolio into one stock would be madness, and why he almost certainly won’t make 10 per cent a year. They also set out some realistic strategies that could help him meet his financial goals.  

Would you like to see your own investments assessed in the Investors Chronicle portfolio clinic? Do you have a personal finance problem? Or want to know more about something in this week's personal finance pages? If so let us know by emailing portfolio.clinic@ft.com, leonora.walters@ft.com or taha.lokhandwala@ft.com.

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