Overseas high risk
Higher risk
The higher risk funds are either emerging markets, or commodities, or sub-sectors such as Japanese smaller companies. Jupiter India continues to be the star turn. In the recent risk reduction of portfolios we were inclined to retain India, to provide the long term growth potential, with emerging market funds generally. M&G Global Basics (the thinkingmans way to access the positive trends in emerging markets) has also continued its bounce, up 9%. In contrast, the Investec Global Energy fund will be under pressure if the global economy stalls.
For new money, dripping into your chosen funds is an ideal way to build your exposure to these higher risk funds. If you have lump sums we can arrange to drip this into your chosen funds, perhaps over 6-12 months - ask for details.
| Company and Fund |
Rating
|
Risk
|
Sector |
| M&G Global Basics |
Silver
|
12.1
|
Specialist
|
| AXA Framlington Emerging Mkts |
Bronze
|
13.3
|
Global Emerg Mkts
|
| Jupiter India |
N/A |
N/A |
Global Emerg Mkts |
| Investec Global Energy |
Silver
|
11.7
|
Specialist
|