Загрузка...

The Most Consistent Funds Revealed 5%+ for 5+ years

To work with me go to https://ianshadrack.com/portfolio-coaching

Interactive Investor up to £2,000 cashback offer until 30th June
https://www.ii.co.uk/ii-accounts/sipp/offers-and-cashback/sipp-cashback

Also 12 months free platform fees on ii via my affiliate link
https://www.ii.co.uk/recommend-ii?ii_referrer=82bn5vd0f5p7-ruf027qu6izx

Join my ii group on their community app and discuss investing

Funds that have had 5%+ returns in each calendar year from 2020 to 2024.

With thousands of Open Ended Investment Companies, Exchange Traded Funds and Investment Trusts you would think there would be dozens of contenders. However, only a select few have made the list as growth funds had a poor 2022 and value funds had a poor 2020.

Some of these resilient funds are well worth learning more about.

Chapters
00:00 Introduction
00:25 Multi-asset funds - Gold & Bonds smooth out the returns
01:28 Value Funds - low p/e and underweight US
02:12 ETFs
03:05 European Dividend Growth
04:06 Frontier markets - undiscovered territories
05:28 Absolute Return Funds
07:18 Japanese Smaller companies - domestically insulated?
07:47 UK Small Cap Value
08:26 India
08:53 Global equity - did this one just get lucky?
09:39 Conclusion

Видео The Most Consistent Funds Revealed 5%+ for 5+ years канала Ian Shadrack - Investing
Страницу в закладки Мои закладки
Все заметки Новая заметка Страницу в заметки