FundCalibre – Investing on the go podcast

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We were delighted to be invited to join FundCalibre’s latest podcast and discuss the Elite Rated Wise Multi-Asset Growth Fund. FundCalibre are are an independent online research centre and fund ratings agency, which is freely available to all investors.

The IFSL Wise Multi-Asset Growth fund has weathered various market storms since launch 20 years ago. We explore the challenges of navigating volatile markets, particularly amidst events like Brexit and the Covid-19 pandemic, with co-manager Vincent Ropers. Despite the noise, he finds solace in the abundance of value opportunities for patient investors, highlighting sectors like investment trusts, private equity, biotechnology, and UK equities in this interview.

This fund sits in the Investment Association Flexible sector, which means the manager is afforded a significant degree of discretion over asset allocation and is allowed to invest up to 100% in equities. We like the team’s straightforward process and focus on managers with a simple, yet disciplined investment process. The focus on high-quality funds, coupled with strong exposure to investment trusts, offers a valid alternative in the IA Flexible sector.

What’s covered in this episode:

  • How market noise impacts fund management
  • Balancing investment sentiment with investment decisions
  • The benefits of investment trusts
  • Recent challenges within the investment trust sector
  • How the fund utilises private equity in the portfolio
  • The difference between private equity and venture capital
  • The appeal of the biotechnology sector
  • Opportunities in the UK equity market
  • Why the manager stays clear of US equity funds
  • Recent exposure to commodities
  • Playing the theme of decarbonisation in the fund
  • The significance of value strategies
  • The key to consistent long-term performance

To listen to the podcast, please click the link below

309. The three keys to investing success | FundCalibre

The information and discussing in this podcast are for information. This article is provided for information only. The views of the author and any people quoted are their own and do not constitute financial advice. The content is not intended to be a personal recommendation to buy or sell any fund or trust, or to adopt a particular investment strategy. However, the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions. Past performance is not a reliable guide to future returns. Market and exchange-rate movements may cause the value of investments to go down as well as up. Yields will fluctuate and so income from investments is variable and not guaranteed. You may not get back the amount originally invested. Tax treatment depends of your individual circumstances and may be subject to change in the future. If you are unsure about the suitability of any investment you should seek professional advice. Whilst FundCalibre provides product information, guidance and fund research we cannot know which of these products or funds, if any, are suitable for your particular circumstances and must leave that judgement to you. Before you make any investment decision, make sure you’re comfortable and fully understand the risks. Further information can be found on Elite Rated funds by simply clicking on the name highlighted in the article.

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