Episode 42 Terry Alternatives - Funds

27/09/2023 33 min Episodio 44
Episode 42 Terry Alternatives - Funds

Listen "Episode 42 Terry Alternatives - Funds"

Episode Synopsis

This month the Cuddle the OEIC investment riddle continues, looking at investment alternatives to Terry.  We talk through potential alternatives and how they have performed over the last five years and what they may provide in returns over the next decade.
 
Music by https://audionautix.com
 
Information links
Funds that have Outperformed over the last 5 years
Artemis UK Select: https://www.artemisfunds.com/en/gbr/investor/funds/explorer/artemis-uk-select-fund/class-i-accumulation-units-gbp
Fidelity Special Situations: https://www.fidelity.co.uk/factsheet-data/factsheet/GB00B88V3X40-fidelity-special-situations-w-acc/key-statistics
TM RWC RedWheel UK Equity Income: https://www.redwheel.com/uk/en/professional/product-page/tm-redwheel-uk-equity-income-fund_tmei/#
 
Funds to outperform over the next 10 years
GuardCap Global Equity: GuardCap Global Equity Fund I GBP Acc|IE00BVSS1C10 (morningstar.co.uk), GuardCap Global Equity I GBP Price & Performance | Bestinvest
Stonehage Fleming Global Best Ideas: Stonehage Fleming Global Best Ideas Equity (D) Income Fund Price & Information (hl.co.uk)
Seilern World Growth: Seilern World Growth GBP U R|IE00B2NXKV01 (morningstar.co.uk)