Adventurous Growth Portfolio
This Portfolio aims to deliver capital growth from a collection of equity funds with an emphasis on investing in specific markets or sectors.
Adventurous Growth factsheet
This portfolio aims to deliver capital growth from a collection of five investment funds, providing exposure to a mix of emerging market, commodity and developed market funds for long-term investment.
The core of the portfolio is emerging market and Asian equity exposure in the shape of the Aberdeen Emerging Markets and First State Asia Pacific Leaders funds.
The Aberdeen Emerging Markets fund focuses on stock-specific factors before wider macroeconomic issues. It has a bias towards companies that the managers believe are undervalued by the wider market.
This is complemented by the First State Asia Pacific Leaders fund. This provides exposure to both developed and emerging Asia (including Australasia, China and India, but excluding Japan), acknowledging the importance this region now plays in the global economy.
Key to the long-term viability of emerging markets is access to commodities and energy. Consequently this portfolio also provides exposure to two funds that invest in this area.
The first is the M&G Global Basics fund. This focuses on investing in commodities or commodity-related industries, as well as raw materials. The fund can also include the end product of these ‘global basics’, such as consumer goods companies (that are often doing a significant part of their business in emerging economies).
The second is the Investec Enhanced Natural Resources fund.This invests into commodity-related equities and/or instruments such as Exchange Traded Commodities that track specific commodity prices. Its aim is to benefit from the long-term increase in natural resource prices.
Finally, and providing UK equity exposure, is the Rensburg UK Mid Cap Growth Trust. This concentrates on the mid-cap sector of the UK stock market. Crucial to the fund manager’s approach is his belief that a good company does not necessarily make a good investment if the stock is bought at the wrong price.
Chartwell view, “The adventurous investor wants exposure to some of the world's most interesting market, but without taking undue risk. A good way to achieve this is to select fund managers who themselves exercise caution when investing their clients money. It's important to hold these funds for the long term.”