Ryan Hughes, head of active portfolios at AJ Bell, looks back at the "rollercoaster" that was 2020, where the market crash and lockdown pushed new investors to investment platforms in record numbers, to reveal opportunities for next year.
Cautious - Personal Assets IT Hughes said: "The Personal Assets trust was my pick for 2020 and I'm happy to go with it again. The defensive nature of the approach sits well as we go into the new year for those investors who are cautious that markets remain at or close to all-time highs and also fear the return of inflation. Global funds see strong demand in October as UK equity outflows continue "Manager Sebastian Lyon takes a naturally cautious approach and has looked to build in some inflation proofing with 10% exposure to gold and a further 28% in index linked bonds. "Add in 4...
To continue reading this article...
Join Investment Week for free
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes