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Mix and match to profit from recovery for value funds and trusts

Mix and match to profit from recovery for value funds and trusts

by Jennifer Hill from interactive investor | 24th March 2021 10:23

Riding the resurgence of value as an investment style without throwing caution to the wind means holding both value and growth funds…

While the powerful wave of returns from growth stocks appears to have broken recently amid a sell-off in high-riding technology companies, it is far from given that the tide will finally turn for value investing.

A more prudent approach than attempting to surf a single investment style is to have exposure to both. We asked investment experts for the value/growth pairs they use to capture an upsurge in either and avoid a breaker or ripple effect from backing the wrong roller.

Murray International and Scottish Mortgage

Tyndall Investment Management suggests blending two global investment trusts – value-focused income proposition Murray International (LSE:MYI) and pro-growth Goliath Scottish Mortgage (LSE:SMT…

Allianz UK Opportunities and Jupiter UK Mid Cap

Kingswood, the wealth manager, has used two small and medium UK companies funds in its core portfolios since 2018 – one focusing on value in the form of Allianz UK Opportunities run by Matthew Tillet and the other on growth…

Fidelity Special Values and Edinburgh Worldwide

For Numis Securities, the investment trust analyst, two investment trusts from different sectors – UK equities trust Fidelity Special Values (LSE:FSV) and global trust Edinburgh Worldwide (LSE:EWI) – make an “interesting pair”…

Temple Bar and Finsbury Growth & Income

Adam Carruthers, collectives analyst at Charles Stanley, the wealth manager, makes the point that picking between the two styles “isn’t an either/or argument”…

Aberdeen Emerging Markets and JPMorgan Emerging Markets

QuotedData likes Aberdeen Emerging Markets (LSE:AEMC) and JPMorgan Emerging Markets (LSE:JMG) – two of the best-performing investment trusts in the global emerging markets sector…

Read more here

 

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