Funds Fan: investment trust bargains, and top US investor interview

On The Money

English - August 19, 2022 08:29 - 34 minutes - 47.6 MB - ★★★★★ - 1 rating
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Previous Episode: The Richard Hunter Interview: why the value rally will continue

Next Episode: The Richard Hunter Interview: balancing risk and return in an exciting growth space

Kyle Caldwell and Sam Benstead discuss the latest fund and investment trust news; including Terry Smith’s portfolio activity, investment trust discount opportunities, and change at the top at Allianz Technology Trust.

Later in the podcast, Sam interviews Cormac Weldon, fund manager of Artemis US Smaller Companies. Weldon details recent portfolio changes, as well as offering his insight into the relative value of US shares and smaller companies at the moment. The fund is a member of interactive investor’s Super 60 list.

Visit www.ii.co.uk/funds and www.ii.co.uk/stock-market-news for more investing insight and ideas.

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Risk warning: This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.